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Upbound Group
UPBD

Overview Fund Activity

240 hedge funds and large institutions have $1.36B invested in Upbound Group in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 38 closing their positions.

Holders
240
Holders Change
-4
Holders Change %
-1.64%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
91
Reduced
76
Closed
38
Calls
$2.34M
Puts
$309K
Net Calls
+$2.03M
Net Calls Change
+$477K

Top Buyers

1
BlackRock
1
BlackRock
New York
$264M
2
KCM
2
Kennedy Capital Management
Missouri
$10.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.2M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$11.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$7.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.73M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$913K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$8.98M 307,998 -253,951 -45%
Federated Hermes
27
Federated Hermes
Pennsylvania
$8.95M 306,768 +6,041 +2%
AG
28
Algert Global
California
$8.39M 287,442 +21,781 +8%
Verition Fund Management
29
Verition Fund Management
Connecticut
$8.01M 274,590 +120,497 +78%
Victory Capital Management
30
Victory Capital Management
Texas
$7.81M 267,618 +169,197 +172%
Principal Financial Group
31
Principal Financial Group
Iowa
$6.94M 238,007 +6,954 +3%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$6.87M 235,570 +53,173 +29%
IIM
33
INTECH Investment Management
Florida
$6.22M 213,198 +117,209 +122%
CSS
34
Cubist Systematic Strategies
Connecticut
$5.58M 191,171 -43,177 -18%
Universal-Beteiligungs- und Servicegesellschaft
35
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.2M 178,299 +178,299 New
AllianceBernstein
36
AllianceBernstein
Tennessee
$5.19M 178,018 – –
PAM
37
Panagora Asset Management
Massachusetts
$5.07M 173,774 +107,576 +163%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$4.91M 168,446 +40,584 +32%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$4.88M 167,397 +167,397 New
Bank of America
40
Bank of America
North Carolina
$4.73M 162,143 -314,106 -66%
Norges Bank
41
Norges Bank
Norway
$4.33M 148,384 +148,384 New
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$4.31M 147,893 +74,565 +102%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.21M 144,300 -317 -0.2%
UBS AM
44
UBS AM
Illinois
$4.09M 140,151 +21,568 +18%
Legal & General Group
45
Legal & General Group
United Kingdom
$4.04M 138,447 +7,972 +6%
Raymond James Financial
46
Raymond James Financial
Florida
$3.92M 134,459 +134,459 New
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.54M 121,339 +18,047 +17%
Axa
48
Axa
France
$3.5M 119,925 +46,502 +63%
Ameriprise
49
Ameriprise
Minnesota
$3.46M 118,602 -1,539 -1%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$3.44M 117,771 +16,366 +16%
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