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Upbound Group
UPBD
UPBD
233 hedge funds and large institutions have $1.54B invested in Upbound Group in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
393% more call options, than puts
Call options by funds: $3.45M | Put options by funds: $700K
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
15% more capital invested
Capital invested by funds: $1.33B → $1.54B (+$203M)
9% more funds holding
Funds holding: 214 → 233 (+19)
2.42% more ownership
Funds ownership: 80.76% → 83.19% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
32% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 93
Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
63
Reduced
93
Closed
24
Calls
$3.45M
Puts
$700K
Net Calls
+$2.75M
Net Calls Change
+$804K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$21.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.5M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$6.67M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.67M |
| 5 |
BlackRock
New York
|
+$5.3M |
Top Sellers
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
-$37.8M |
| 2 |
IP
Interval Partners
New York
|
-$4.68M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.52M |
| 4 |
Bank of New York Mellon
New York
|
-$3.73M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMEF
251
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$201K | -6,822 | Closed |
|
252
Point72 Asset Management
Stamford,
Connecticut
| – | -$74.2K | -2,518 | Closed |
|
|
HFM
253
Harvest Fund Management
Beijing,
China
| – | -$52K | -1,758 | Closed |
|
|
QL
254
Quarry LP
New York
| – | -$7.89K | -268 | Closed |
|
255
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3.48K | -118 | Closed |
|
256
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -85 | Closed |
|
|
LC
257
Lindbrook Capital
Calabasas,
California
| – | -$1.12K | -38 | Closed |
|