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Upbound Group
UPBD

Overview Fund Activity

244 hedge funds and large institutions have $1.44B invested in Upbound Group in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
103
Reduced
77
Closed
35
Calls
$2.88M
Puts
$1.32M
Net Calls
+$1.56M
Net Calls Change
+$235K

Top Buyers

1
BlackRock
1
BlackRock
New York
$278M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$27.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$19.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$13M
5
Goldman Sachs
5
Goldman Sachs
New York
$18M

Top Sellers

1
IC
1
IEQ Capital
California
$24.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$138M
3
CCPM
3
Cooper Creek Partners Management
New York
$0
4
EC
4
Engaged Capital
California
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Algert Global
California
$8.5M +$3.85M +120,345 +83%
CSS
27
Cubist Systematic Strategies
Connecticut
$7.5M +$5.24M +163,667 +232%
Principal Financial Group
28
Principal Financial Group
Iowa
$7.39M -$298K -9,302 -4%
Millennium Management
29
Millennium Management
New York
$6.39M +$3.13M +97,855 +96%
Citadel Advisors
30
Citadel Advisors
Florida
$6.36M +$2.14M +66,858 +51%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.83M +$3.3M +103,212 +130%
AllianceBernstein
32
AllianceBernstein
Tennessee
$5.69M -$324K -10,120 -5%
SSA
33
Schonfeld Strategic Advisors
New York
$5.42M +$4.23M +132,312 +356%
Verition Fund Management
34
Verition Fund Management
Connecticut
$4.93M -$3.59M -112,369 -42%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$4.8M -$1.26M -39,428 -21%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$4.63M +$73.9K +2,310 +2%
Legal & General Group
37
Legal & General Group
United Kingdom
$4.17M +$158K +4,934 +4%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$4.09M -$315K -9,844 -7%
PFMOSF
39
Philadelphia Financial Management of San Francisco
California
$4.04M +$4.04M +126,139 New
Walleye Capital
40
Walleye Capital
New York
$3.85M +$2.23M +69,771 +138%
Ameriprise
41
Ameriprise
Minnesota
$3.84M -$769K -24,026 -17%
UBS AM
42
UBS AM
Illinois
$3.79M -$52.4K -1,638 -1%
Citigroup
43
Citigroup
New York
$3.78M +$799K +24,983 +27%
SPIA
44
Steward Partners Investment Advisory
New York
$3.71M +$581K +18,166 +19%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.3M +$150K +4,700 +5%
SBH
46
Segall Bryant & Hamill
Illinois
$3.29M +$54.7K +1,711 +2%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$3.24M +$3.15M +98,354 +3,224%
DKCM
48
Davidson Kempner Capital Management
New York
$3.2M +$3.2M +100,000 New
LCM
49
Landscape Capital Management
New Jersey
$3.15M -$315K -9,858 -9%
Victory Capital Management
50
Victory Capital Management
Texas
$3.15M +$1.9M +59,526 +153%
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