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Upbound Group
UPBD

Overview Fund Activity

233 hedge funds and large institutions have $1.54B invested in Upbound Group in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
63
Reduced
93
Closed
24
Calls
$3.45M
Puts
$700K
Net Calls
+$2.75M
Net Calls Change
+$804K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$7.61M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.6M
5
BlackRock
5
BlackRock
New York
$272M

Top Sellers

1
EC
1
Engaged Capital
California
$81.4M
2
IP
2
Interval Partners
New York
$1.28M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.8M
5
Bank of America
5
Bank of America
North Carolina
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
51
Prospect Capital Advisors
California
$2.38M +$2.38M +70,000 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.23M -$369K -10,861 -14%
UBS AM
53
UBS AM
Illinois
$2.17M -$101K -2,972 -4%
Allianz Asset Management
54
Allianz Asset Management
Germany
$2.09M +$1.09M +32,055 +109%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$2.04M +$38.3K +1,128 +2%
Jane Street
56
Jane Street
New York
$1.96M -$532K -15,667 -21%
KCM
57
Kendall Capital Management
Maryland
$1.9M +$2.04K +60 +0.1%
CCIA
58
Campbell & Co Investment Adviser
Maryland
$1.85M +$1.85M +54,381 New
CS
59
Credit Suisse
Switzerland
$1.81M +$137K +4,031 +8%
Prudential Financial
60
Prudential Financial
New Jersey
$1.77M -$86.7K -2,553 -5%
Canada Life
61
Canada Life
Manitoba, Canada
$1.76M -$145K -4,280 -8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.75M -$92.3K -2,718 -5%
Citigroup
63
Citigroup
New York
$1.65M +$961K +28,294 +140%
FNA
64
First National Advisers
Nebraska
$1.57M +$464K +13,666 +42%
Victory Capital Management
65
Victory Capital Management
Texas
$1.49M -$2.18M -64,309 -60%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.4M +$12.8K +378 +0.9%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.38M -$228K -6,700 -14%
MAM
68
Martingale Asset Management
Massachusetts
$1.31M +$134K +3,954 +11%
TPSF
69
Texas Permanent School Fund
Texas
$1.31M -$17.8K -524 -1%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$1.29M +$167K +4,904 +15%
SAM
71
Secure Asset Management
Michigan
$1.28M +$15.5K +457 +1%
IP
72
Interval Partners
New York
$1.28M -$5.34M -157,066 -81%
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.21M -$229K -6,743 -16%
Verition Fund Management
74
Verition Fund Management
Connecticut
$1.11M +$1.11M +32,794 New
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$1.07M +$121K +3,574 +13%
1 2
3
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