UPBD icon

Upbound Group
UPBD

Overview Fund Activity

248 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, 102 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
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
102
Reduced
77
Closed
32
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
1
IEQ Capital
California
$148M
2
CCPM
2
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$12.2M
5
HCM
5
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.21M
2
EC
2
Engaged Capital
California
$35.8M
3
SCM
3
SG Capital Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$7.38M -$222K -7,237 -3%
Barclays
27
Barclays
United Kingdom
$6.81M +$536K +17,457 +9%
Norges Bank
28
Norges Bank
Norway
$6.69M -$3.58M -116,488 -35%
American Century Companies
29
American Century Companies
Missouri
$6.49M -$11.6M -379,351 -64%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$6.13M +$1.71M +55,844 +39%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$5.82M +$3.35M +109,035 +135%
AllianceBernstein
32
AllianceBernstein
Tennessee
$5.78M – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$5.61M +$5.61M +179,355 New
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$5.53M +$227K +7,400 +4%
AG
35
Algert Global
California
$4.46M -$913K -29,757 -17%
Ameriprise
36
Ameriprise
Minnesota
$4.43M -$255K -8,297 -5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.37M -$57.9K -1,885 -1%
EP
38
Edgestream Partners
New Jersey
$4.32M +$111K +3,601 +3%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$4.23M +$1.64M +53,472 +63%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$4.11M +$3.67M +119,679 +841%
Citadel Advisors
41
Citadel Advisors
Florida
$4.05M +$1.69M +55,053 +72%
Legal & General Group
42
Legal & General Group
United Kingdom
$3.85M -$28.2K -919 -0.7%
UBS AM
43
UBS AM
Illinois
$3.69M +$1.74M +56,702 +89%
Man Group
44
Man Group
United Kingdom
$3.65M +$1.95M +63,617 +115%
LCM
45
Landscape Capital Management
New Jersey
$3.33M +$2.36M +76,725 +242%
Millennium Management
46
Millennium Management
New York
$3.13M -$131K -4,273 -4%
SBH
47
Segall Bryant & Hamill
Illinois
$3.1M +$3.1M +101,100 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.03M +$225K +7,334 +8%
SPIA
49
Steward Partners Investment Advisory
New York
$3M +$2.94M +95,766 +4,727%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.86M -$117K -3,827 -4%
1
2
3 4 5