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Upbound Group
UPBD

Overview Fund Activity

244 hedge funds and large institutions have $1.44B invested in Upbound Group in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
103
Reduced
77
Closed
35
Calls
$2.88M
Puts
$1.32M
Net Calls
+$1.56M
Net Calls Change
+$235K

Top Buyers

1
BlackRock
BlackRock
New York
+$23.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$13.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.5M
5
Goldman Sachs
Goldman Sachs
New York
+$6.64M

Top Sellers

1
IC
IEQ Capital
California
-$130M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$46M
3
CCPM
Cooper Creek Partners Management
New York
-$42.7M
4
EC
Engaged Capital
California
-$35.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$2.75K – – –
FFA
227
Frazier Financial Advisors
Ohio
$2.59K +$608 +19 +31%
Allspring Global Investments
228
Allspring Global Investments
North Carolina
$2.59K +$2.59K +81 New
SAM
229
Smartleaf Asset Management
Massachusetts
$2.21K -$1.17K -36 -35%
RIL
230
Rothschild Investment LLC
Illinois
$2.08K +$1.28K +40 +160%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$2.05K – – –
SCM
232
Sterling Capital Management
North Carolina
$1.76K +$1.76K +55 New
EBA
233
Eagle Bay Advisors
New York
$1.6K – – –
JWA
234
JFS Wealth Advisors
Pennsylvania
$1.6K +$128 +4 +9%
AF
235
Allworth Financial
California
$1.41K -$256 -8 -15%
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.12K – – –
CAL
237
Capital Advisors Ltd
Ohio
$1K – – –
AAP
238
Arax Advisory Partners
Colorado
$640 – – –
PA
239
Pineridge Advisors
Missouri
$576 – – –
SIC
240
SJS Investment Consulting
Ohio
$512 – – –
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$384 +$32 +1 +9%
VCM
242
Versant Capital Management
Arizona
$320 -$11.4K -356 -97%
CA
243
Claris Advisors
Missouri
$128 +$128 +4 New
TFM
244
TFC Financial Management
Massachusetts
$32 – – –
GRP
245
Global Retirement Partners
California
$2 -$2 – –
CCPM
246
Cooper Creek Partners Management
New York
– -$42.7M -1,390,840 Closed
EC
247
Engaged Capital
California
– -$35.8M -1,167,051 Closed
Norges Bank
248
Norges Bank
Norway
– -$6.69M -217,864 Closed
Hotchkis & Wiley Capital Management
249
Hotchkis & Wiley Capital Management
California
– -$5.53M -179,990 Closed
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
– -$5.61M -179,355 Closed
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