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Upbound Group
UPBD
UPBD
247 hedge funds and large institutions have $1.53B invested in Upbound Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
131% more call options, than puts
Call options by funds: $2.33M | Put options by funds: $1.01M
31% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 77
21% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 33
6.31% more ownership
Funds ownership: 84.86% → 91.17% (+6.3%)
2% more funds holding
Funds holding: 243 → 247 (+4)
6% less capital invested
Capital invested by funds: $1.63B → $1.53B (-$99.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
101
Reduced
77
Closed
33
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M
Top Buyers
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$81.7M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
+$26.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$12M |
| 5 |
HCM
Huber Capital Management
El Segundo,
California
|
+$8.09M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Group One Trading
Chicago,
Illinois
| – | -$12.1K | -378 | Closed |
|
|
FGAM
277
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$938 | -27 | Closed |
|
|
AWM
278
Avior Wealth Management
Omaha,
Nebraska
| – | -$387 | -11 | Closed |
|
|
WWP
279
WR Wealth Planners
Columbia,
Missouri
| – | -$352 | -10 | Closed |
|
|
TWP
280
TFO Wealth Partners
Maumee,
Ohio
| – | -$35 | -1 | Closed |
|