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Upbound Group
UPBD

Overview Fund Activity

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.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
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
1
Morgan Stanley
New York
$38.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$7.61M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.6M
5
BlackRock
5
BlackRock
New York
$272M

Top Sellers

1
EC
1
Engaged Capital
California
$81.4M
2
IP
2
Interval Partners
New York
$1.28M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.8M
5
Bank of America
5
Bank of America
North Carolina
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFMOSF
26
Philadelphia Financial Management of San Francisco
California
$7.61M +$7.61M +223,947 New
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$7.6M +$7.6M +223,823 New
AllianceBernstein
28
AllianceBernstein
Tennessee
$5.56M +$1.41M +41,635 +34%
Fisher Asset Management
29
Fisher Asset Management
Washington
$5.13M -$723K -21,279 -12%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$4.95M -$266K -7,830 -5%
Ameriprise
31
Ameriprise
Minnesota
$4.63M -$468K -13,773 -9%
Barclays
32
Barclays
United Kingdom
$4.6M +$3M +88,449 +188%
Millennium Management
33
Millennium Management
New York
$4.41M -$1.29M -37,893 -23%
Legal & General Group
34
Legal & General Group
United Kingdom
$4.28M -$141K -4,159 -3%
Axa
35
Axa
France
$3.97M +$67.9K +2,000 +2%
AG
36
Algert Global
California
$3.71M +$1.72M +50,616 +86%
FNBOO
37
First National Bank of Omaha
Nebraska
$3.47M -$518K -15,238 -13%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$3.43M +$1.4M +41,227 +69%
UBS Group
39
UBS Group
Switzerland
$3.4M +$1.35M +39,681 +66%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$3.33M -$596K -17,559 -15%
Amundi
41
Amundi
France
$3.32M +$2.18M +66,836 +192%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$3.23M +$1.35M +39,596 +71%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$3.2M -$151K -4,436 -5%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.18M -$367K -10,800 -10%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.14M +$1.21M +35,653 +63%
Citadel Advisors
46
Citadel Advisors
Florida
$3.02M +$980K +28,835 +48%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$2.78M -$1.54M -45,230 -36%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.75M -$34.2K -1,006 -1%
EP
49
Edgestream Partners
New Jersey
$2.61M +$2.61M +76,828 New
RJA
50
Raymond James & Associates
Florida
$2.53M +$579K +17,042 +30%
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