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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 %
BFA
26
Bragg Financial Advisors
North Carolina
$8.9M +$356K +10,100 +4%
Principal Financial Group
27
Principal Financial Group
Iowa
$8.72M +$519K +14,728 +6%
PFMOSF
28
Philadelphia Financial Management of San Francisco
California
$8.31M +$425K +12,082 +5%
Barclays
29
Barclays
United Kingdom
$7.2M +$2.43M +68,947 +51%
AllianceBernstein
30
AllianceBernstein
Tennessee
$6.62M +$864K +24,536 +15%
AG
31
Algert Global
California
$6.16M +$2.31M +65,747 +60%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$6.08M +$6.08M +172,590 New
Verition Fund Management
33
Verition Fund Management
Connecticut
$5.78M +$4.62M +131,238 +400%
Fisher Asset Management
34
Fisher Asset Management
Washington
$5.65M +$327K +9,284 +6%
Ameriprise
35
Ameriprise
Minnesota
$5.37M +$569K +16,160 +12%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.33M -$6.2M -176,035 -54%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.08M -$58.5K -1,661 -1%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$5.07M +$1.51M +42,971 +43%
EP
39
Edgestream Partners
New Jersey
$4.82M +$2.12M +60,203 +78%
SAG
40
SageView Advisory Group
California
$4.79M +$4.79M +9,678 New
Legal & General Group
41
Legal & General Group
United Kingdom
$4.45M +$17.8K +506 +0.4%
Millennium Management
42
Millennium Management
New York
$3.74M -$832K -23,627 -18%
UBS Group
43
UBS Group
Switzerland
$3.58M +$53.3K +1,514 +2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.41M -$36.9K -1,048 -1%
IP
45
Interval Partners
New York
$3.38M +$2.06M +58,442 +155%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.21M -$39.8K -1,130 -1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.21M -$91.5K -2,600 -3%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$2.97M -$384K -10,913 -11%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$2.84M +$2.84M +80,520 New
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$2.82M -$28.2K -800 -1%
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