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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 %
IIM
51
INTECH Investment Management
Florida
$3.07M +$2.28M +71,285 +289%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$3.01M +$33K +1,032 +1%
Allianz Asset Management
53
Allianz Asset Management
Germany
$2.93M +$132K +4,133 +5%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.91M – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$2.81M +$1.72M +53,706 +157%
Man Group
56
Man Group
United Kingdom
$2.61M -$1.19M -37,227 -31%
Marshall Wace
57
Marshall Wace
United Kingdom
$2.59M -$10.1M -315,003 -80%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$2.58M +$12.6K +393 +0.5%
Jane Street
59
Jane Street
New York
$2.56M +$495K +15,473 +24%
FNBOO
60
First National Bank of Omaha
Nebraska
$2.44M -$213K -6,658 -8%
Axa
61
Axa
France
$2.35M +$2.35M +73,423 New
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$2.35M +$2.35M +73,328 New
HSBC Holdings
63
HSBC Holdings
United Kingdom
$2.27M -$41.4K -1,295 -2%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$2.21M +$761K +23,800 +53%
PAM
65
Panagora Asset Management
Massachusetts
$2.12M +$2.12M +66,198 New
QT
66
Quantbot Technologies
New York
$2.12M +$2.12M +66,177 New
FNA
67
First National Advisers
Nebraska
$2.09M +$71.2K +2,225 +4%
RJA
68
Raymond James & Associates
Florida
$2.06M -$244K -7,622 -11%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$2.05M +$15.2K +475 +0.7%
Canada Life
70
Canada Life
Manitoba, Canada
$1.98M +$15K +469 +0.8%
CANY
71
Caxton Associates (New York)
New York
$1.93M +$936K +29,265 +94%
EGM
72
Engineers Gate Manager
New York
$1.88M +$967K +30,232 +106%
KCM
73
Kendall Capital Management
Maryland
$1.79M +$63.7K +1,990 +4%
CCIA
74
Campbell & Co Investment Adviser
Maryland
$1.76M +$1.14M +35,480 +182%
IP
75
Interval Partners
New York
$1.73M -$360K -11,240 -17%
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