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Upbound Group
UPBD

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in Upbound Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
80
Reduced
92
Closed
28
Calls
$4.41M
Puts
$1.82M
Net Calls
+$2.59M
Net Calls Change
-$164K

Top Buyers

1
IC
IEQ Capital
California
$79.9M
2
CCPM
Cooper Creek Partners Management
New York
$19.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$59.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.4M
5
SCM
SG Capital Management
Illinois
$12.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
2
EC
Engaged Capital
California
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$18.1M
4
American Century Companies
American Century Companies
Missouri
$20.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
AE Wealth Management
Kansas
– -$448K -12,856 Closed
M1FG
252
Mach-1 Financial Group
Arkansas
– -$421K -12,391 Closed
BCM
253
Bayesian Capital Management
New York
– -$310K -9,120 Closed
FRM
254
Fox Run Management
Connecticut
– -$279K -8,226 Closed
CC
255
Centiva Capital
New York
– -$279K -8,199 Closed
TSS
256
Two Sigma Securities
New York
– -$259K -7,636 Closed
XT
257
XTX Topco
Cayman Islands
– -$226K -6,663 Closed
GCM
258
Gallacher Capital Management
Colorado
– -$218K -6,403 Closed
SI
259
Saxon Interests
Texas
– -$201K -5,905 Closed
HCM
260
Hollencrest Capital Management
California
– -$170K -5,000 Closed
SSG
261
Summit Securities Group
New York
– -$139K -4,100 Closed
Simplex Trading
262
Simplex Trading
Illinois
– -$92K -2,716 Closed
SOW
263
State of Wyoming
Wyoming
– -$90K -2,648 Closed
BI
264
Bramshill Investments
Florida
– -$42.5K -1,486 Closed
Walleye Trading
265
Walleye Trading
New York
– -$32.4K -953 Closed
ASN
266
Advisory Services Network
Georgia
– -$29.6K -870 Closed
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
– -$26K -766 Closed
MIM
268
Macroview Investment Management
Maryland
– -$7.2K -212 Closed
LF
269
Lee Financial
Texas
– -$4.05K -118 Closed
GI
270
Gradient Investments
Minnesota
– -$1.07K -32 Closed
GWS
271
Glassman Wealth Services
Virginia
– -$1.09K -32 Closed
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