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Upbound Group
UPBD

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in Upbound Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
80
Reduced
92
Closed
28
Calls
$4.41M
Puts
$1.82M
Net Calls
+$2.59M
Net Calls Change
-$164K

Top Buyers

1
IC
IEQ Capital
California
$79.9M
2
CCPM
Cooper Creek Partners Management
New York
$19.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$59.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.4M
5
SCM
SG Capital Management
Illinois
$12.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
2
EC
Engaged Capital
California
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$18.1M
4
American Century Companies
American Century Companies
Missouri
$20.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$2.75M +$585K +16,618 +27%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.74M +$431K +12,236 +19%
Citadel Advisors
53
Citadel Advisors
Florida
$2.7M -$423K -12,016 -14%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$2.67M -$640K -18,168 -19%
RJA
55
Raymond James & Associates
Florida
$2.65M +$25.7K +731 +1%
MAM
56
Martingale Asset Management
Massachusetts
$2.41M +$1.05M +29,733 +77%
SSA
57
Schonfeld Strategic Advisors
New York
$2.29M +$1.77M +50,196 +341%
UBS AM
58
UBS AM
Illinois
$2.24M -$9.47K -269 -0.4%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$2.18M +$71.7K +2,034 +3%
Man Group
60
Man Group
United Kingdom
$1.95M +$1.43M +40,489 +273%
KCM
61
Kendall Capital Management
Maryland
$1.91M -$62K -1,761 -3%
Canada Life
62
Canada Life
Manitoba, Canada
$1.9M +$77.4K +2,200 +4%
CS
63
Credit Suisse
Switzerland
$1.81M -$64.2K -1,824 -3%
Prudential Financial
64
Prudential Financial
New Jersey
$1.8M -$35.2K -1,000 -2%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$1.7M +$1.24M +35,147 +266%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.65M -$161K -4,574 -9%
Jane Street
67
Jane Street
New York
$1.64M -$398K -11,290 -20%
FNA
68
First National Advisers
Nebraska
$1.54M +$40.3K +1,245 +3%
EGM
69
Engineers Gate Manager
New York
$1.42M +$814K +23,109 +135%
SAM
70
Secure Asset Management
Michigan
$1.38M +$55.9K +1,589 +4%
TPSF
71
Texas Permanent School Fund
Texas
$1.37M +$18.4K +522 +1%
Amundi
72
Amundi
France
$1.28M -$1.82M -59,770 -59%
CAM
73
Cresset Asset Management
Illinois
$1.27M +$1.27M +36,200 New
Victory Capital Management
74
Victory Capital Management
Texas
$1.26M -$283K -8,035 -18%
IA
75
Inspire Advisors
Idaho
$1.24M +$206K +5,840 +20%
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