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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 %
DM
251
Deerfield Management
New York
– -$992K -31,004 Closed
Point72 Asset Management
252
Point72 Asset Management
Connecticut
– -$972K -30,373 Closed
JFG
253
Jefferies Financial Group
New York
– -$880K -27,500 Closed
WAM
254
Wakefield Asset Management
Colorado
– -$795K -24,850 Closed
RIM
255
Redwood Investment Management
Arizona
– -$484K -14,916 Closed
CMF
256
Counterpoint Mutual Funds
California
– -$468K -14,620 Closed
CP
257
CenterBook Partners
Connecticut
– -$459K -14,353 Closed
MM
258
MQS Management
New York
– -$378K -11,805 Closed
OR
259
Olympiad Research
Connecticut
– -$336K -10,491 Closed
EC
260
EntryPoint Capital
New York
– -$333K -10,398 Closed
GCP
261
GSA Capital Partners
United Kingdom
– -$301K -9,413 Closed
TD Asset Management
262
TD Asset Management
Ontario, Canada
– -$292K -9,000 Closed
DFCM
263
Dark Forest Capital Management
Puerto Rico
– -$257K -8,033 Closed
PTC
264
Petrus Trust Company
Texas
– -$251K -7,846 Closed
SOW
265
State of Wyoming
Wyoming
– -$237K -7,418 Closed
BAM
266
Blueshift Asset Management
New Jersey
– -$232K -7,259 Closed
VF
267
Virtu Financial
New York
– -$229K -7,158 Closed
RWM
268
Ritholtz Wealth Management
New York
– -$228K -7,134 Closed
Pictet Asset Management
269
Pictet Asset Management
Switzerland
– -$202K -6,304 Closed
MF
270
Magnetar Financial
Illinois
– -$201K -6,285 Closed
TW
271
Trajan Wealth
Arizona
– -$200K -6,265 Closed
NC
272
nVerses Capital
Florida
– -$192K -6,000 Closed
JSAM
273
J. Safra Asset Management
New York
– -$9.53K -294 Closed
MSG
274
Main Street Group
Virginia
– -$7.48K -234 Closed
FHA
275
First Horizon Advisors
Tennessee
– -$7.26K -227 Closed
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