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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$3.43M +$2.03M +69,611 +145%
Allianz Asset Management
52
Allianz Asset Management
Germany
$3.15M +$482K +16,517 +18%
Teacher Retirement System of Texas
53
Teacher Retirement System of Texas
Texas
$3.03M +$1.74M +59,746 +135%
SBH
54
Segall Bryant & Hamill
Illinois
$2.86M -$143K -4,916 -5%
Citigroup
55
Citigroup
New York
$2.66M -$786K -26,942 -23%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.66M – – –
Renaissance Technologies
57
Renaissance Technologies
New York
$2.37M +$2.04M +69,888 +618%
KCM
58
Kendall Capital Management
Maryland
$2.36M +$725K +24,870 +44%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$2.36M +$10.5K +360 +0.4%
FNBOO
60
First National Bank of Omaha
Nebraska
$2.09M -$133K -4,559 -6%
First Trust Advisors
61
First Trust Advisors
Illinois
$2.06M +$2.06M +70,746 New
Man Group
62
Man Group
United Kingdom
$2.03M -$351K -12,044 -15%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$2.01M -$733K -25,145 -27%
SSA
64
Schonfeld Strategic Advisors
New York
$2M -$2.95M -101,030 -60%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$1.98M +$112K +3,839 +6%
BPC
66
Bryce Point Capital
New York
$1.97M +$1.97M +67,428 New
FNA
67
First National Advisers
Nebraska
$1.95M +$48.8K +1,674 +3%
IP
68
Interval Partners
New York
$1.92M +$344K +11,781 +22%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$1.88M +$1.57M +53,991 +525%
EP
70
Edgestream Partners
New Jersey
$1.86M +$900K +30,850 +94%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.69M -$870K -29,842 -34%
Amundi
72
Amundi
France
$1.68M +$378K +12,657 +29%
SAM
73
Secure Asset Management
Michigan
$1.66M +$188K +6,456 +13%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.63M +$1.63M +55,735 New
Prudential Financial
75
Prudential Financial
New Jersey
$1.59M -$16.2K -509 -1%
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