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Upbound Group
UPBD

Overview Fund Activity

240 hedge funds and large institutions have $1.36B invested in Upbound Group in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-4
Holders Change %
-1.64%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
91
Reduced
76
Closed
38
Calls
$2.34M
Puts
$309K
Net Calls
+$2.03M
Net Calls Change
+$477K

Top Buyers

1
BlackRock
1
BlackRock
New York
$264M
2
KCM
2
Kennedy Capital Management
Missouri
$10.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.2M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$11.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$7.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.73M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$913K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$1.46K -$438 -15 -23%
JWA
227
JFS Wealth Advisors
Pennsylvania
$1.4K -$58 -2 -4%
AF
228
Allworth Financial
California
$1.3K – – –
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.02K – – –
AAP
230
Arax Advisory Partners
Colorado
$1.02K +$438 +15 +75%
CAL
231
Capital Advisors Ltd
Ohio
$1K – – –
VCM
232
Versant Capital Management
Arizona
$700 +$408 +14 +140%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$671 +$671 +23 New
PA
234
Pineridge Advisors
Missouri
$532 – – –
SIC
235
SJS Investment Consulting
Ohio
$351 -$117 -4 -25%
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$351 – – –
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$350 +$350 +12 New
GFPC
238
Global Financial Private Client
Florida
$117 +$117 +4 New
PWM
239
Parkworth Wealth Management
California
$58 +$58 +2 New
TFM
240
TFC Financial Management
Massachusetts
$30 – – –
GRP
241
Global Retirement Partners
California
$2 -$2 – –
Balyasny Asset Management
242
Balyasny Asset Management
Illinois
– -$4.8M -150,127 Closed
DKCM
243
Davidson Kempner Capital Management
New York
– -$3.2M -100,000 Closed
LCM
244
Landscape Capital Management
New Jersey
– -$3.15M -98,605 Closed
Canada Pension Plan Investment Board
245
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.21M -69,100 Closed
CANY
246
Caxton Associates (New York)
New York
– -$1.93M -60,402 Closed
Two Sigma Investments
247
Two Sigma Investments
New York
– -$1.24M -38,825 Closed
SGI
248
Summit Global Investments
Utah
– -$1.22M -37,997 Closed
State of Wisconsin Investment Board
249
State of Wisconsin Investment Board
Wisconsin
– -$1.03M -32,099 Closed
ACM
250
Aquatic Capital Management
Illinois
– -$1.01M -31,600 Closed
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