We are live on ! Find out more
UPBD icon

Upbound Group

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: 243247 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$7.38M -$231K -7,237 -3%
Barclays
27
Barclays
United Kingdom
$6.81M +$558K +17,457 +9%
Norges Bank
28
Norges Bank
Norway
$6.69M -$3.72M -116,488 -35%
American Century Companies
29
American Century Companies
Missouri
$6.49M -$12.1M -379,351 -64%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$6.13M +$1.78M +55,844 +39%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$5.82M +$3.48M +109,035 +135%
AllianceBernstein
32
AllianceBernstein
Tennessee
$5.78M
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$5.61M +$5.73M +179,355 New
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$5.53M +$236K +7,400 +4%
AG
35
Algert Global
California
$4.46M -$951K -29,757 -17%
Ameriprise
36
Ameriprise
Minnesota
$4.43M -$265K -8,297 -5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.37M -$60.2K -1,885 -1%
EP
38
Edgestream Partners
New Jersey
$4.32M +$115K +3,601 +3%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$4.23M +$1.71M +53,472 +63%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$4.11M +$3.82M +119,679 +841%
Citadel Advisors
41
Citadel Advisors
Florida
$4.05M +$1.76M +55,053 +72%
Legal & General Group
42
Legal & General Group
United Kingdom
$3.85M -$29.4K -919 -0.7%
UBS AM
43
UBS AM
Illinois
$3.69M +$1.81M +56,702 +89%
Man Group
44
Man Group
United Kingdom
$3.65M +$2.03M +63,617 +115%
LCM
45
Landscape Capital Management
New Jersey
$3.33M +$2.45M +76,725 +242%
Millennium Management
46
Millennium Management
New York
$3.13M -$136K -4,273 -4%
SBH
47
Segall Bryant & Hamill
Illinois
$3.1M +$3.23M +101,100 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.03M +$234K +7,334 +8%
SPIA
49
Steward Partners Investment Advisory
New York
$3M +$3.06M +95,766 +4,727%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.86M -$122K -3,827 -4%