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Upbound Group
UPBD

Overview Fund Activity

248 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, 102 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
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
102
Reduced
77
Closed
32
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
1
IEQ Capital
California
$148M
2
CCPM
2
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$12.2M
5
HCM
5
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.21M
2
EC
2
Engaged Capital
California
$35.8M
3
SCM
3
SG Capital Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$2.86M +$1.78M +58,104 +166%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.8M – – –
Allianz Asset Management
53
Allianz Asset Management
Germany
$2.69M +$286K +9,316 +12%
MAM
54
Martingale Asset Management
Massachusetts
$2.63M +$534K +17,406 +25%
FNBOO
55
First National Bank of Omaha
Nebraska
$2.54M +$2.28M +74,219 +860%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$2.46M – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$2.43M -$2.22M -72,243 -48%
RJA
58
Raymond James & Associates
Florida
$2.21M -$103K -3,349 -4%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$2.21M +$730K +23,932 +50%
MPM
60
Meritage Portfolio Management
Kansas
$2.2M +$2.2M +71,702 New
CSS
61
Cubist Systematic Strategies
Connecticut
$2.17M +$2.12M +69,160 +4,547%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$2.12M -$265K -8,645 -11%
Two Sigma Investments
63
Two Sigma Investments
New York
$2.08M +$1.82M +59,365 +704%
IP
64
Interval Partners
New York
$2M -$946K -30,830 -32%
Jane Street
65
Jane Street
New York
$1.98M +$559K +18,197 +39%
UBS Group
66
UBS Group
Switzerland
$1.96M -$1.15M -37,562 -37%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$1.95M +$48.9K +1,592 +3%
TPSF
68
Texas Permanent School Fund
Texas
$1.94M +$748K +24,367 +63%
FNA
69
First National Advisers
Nebraska
$1.93M +$477K +15,550 +33%
Canada Life
70
Canada Life
Manitoba, Canada
$1.89M +$229K +7,450 +14%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$1.83M +$1.35M +44,028 +280%
KCM
72
Kendall Capital Management
Maryland
$1.66M -$6.57K -214 -0.4%
Walleye Capital
73
Walleye Capital
New York
$1.55M +$1.37M +44,584 +741%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$1.54M +$896K +29,200 +138%
Prudential Financial
75
Prudential Financial
New Jersey
$1.49M -$74.9K -2,441 -5%
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