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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 %
MPM
251
Meritage Portfolio Management
Kansas
– -$2.2M -71,702 Closed
TPSF
252
Texas Permanent School Fund
Texas
– -$1.94M -63,332 Closed
Connor, Clark & Lunn Investment Management (CC&L)
253
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$963K -31,366 Closed
BNP Paribas Asset Management
254
BNP Paribas Asset Management
France
– -$737K -24,000 Closed
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
– -$705K -22,978 Closed
BA
256
Bridgewater Associates
Connecticut
– -$667K -21,726 Closed
N
257
Natixis
France
– -$652K -21,240 Closed
GC
258
Guggenheim Capital
Illinois
– -$632K -20,587 Closed
Squarepoint
259
Squarepoint
New York
– -$594K -19,343 Closed
TI
260
Trexquant Investment
Connecticut
– -$470K -15,296 Closed
HWM
261
Hohimer Wealth Management
Washington
– -$308K -10,044 Closed
AI
262
Atom Investors
Texas
– -$288K -9,365 Closed
LOAMU
263
Lombard Odier Asset Management (USA)
New York
– -$261K -8,513 Closed
BHCM
264
Brevan Howard Capital Management
Jersey
– -$248K -8,063 Closed
AAM
265
Advisors Asset Management
Colorado
– -$238K -7,755 Closed
I
266
InceptionR
California
– -$224K -7,299 Closed
AC
267
Aristides Capital
Kentucky
– -$213K -6,926 Closed
IFU
268
iSAM Funds (UK)
United Kingdom
– -$201K -6,537 Closed
ATPW
269
Ashton Thomas Private Wealth
Arizona
– -$88.6K -2,886 Closed
VI
270
Vestcor Inc
New Brunswick, Canada
– -$64K -2,086 Closed
WIA
271
Wetzel Investment Advisors
Indiana
– -$70.4K -2,000 Closed
MAM
272
Meeder Asset Management
Ohio
– -$42.4K -1,381 Closed
PAS
273
Point72 Asia (Singapore)
Singapore
– -$30.3K -986 Closed
PD
274
Point72 (DIFC)
United Arab Emirates
– -$24.6K -801 Closed
RWMG
275
Redwood Wealth Management Group
New Jersey
– -$5.37K -175 Closed
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