UPBD icon

Upbound Group
UPBD

Overview Fund Activity

242 hedge funds and large institutions have $1.15B invested in Upbound Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.29%
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
104
Reduced
74
Closed
33
Calls
$2.18M
Puts
$953K
Net Calls
+$1.23M
Net Calls Change
-$807K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$13.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.3M
3
LMC
Lightspeed Management Company
California
+$9.2M
4
BFA
Bragg Financial Advisors
North Carolina
+$7.62M
5
Marshall Wace
Marshall Wace
United Kingdom
+$7.28M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.5M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$11.4M
3
Barclays
Barclays
United Kingdom
-$5.8M
4
CSS
Cubist Systematic Strategies
Connecticut
-$4.36M
5
AG
Algert Global
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.7M +$2.19M +91,519 +436%
UBS Group
52
UBS Group
Switzerland
$2.61M -$210K -8,784 -7%
Amundi
53
Amundi
France
$2.29M +$1.06M +48,347 +86%
SBH
54
Segall Bryant & Hamill
Illinois
$2.29M -$56.7K -2,368 -2%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$2.28M +$887K +37,010 +64%
LCM
56
Landscape Capital Management
New Jersey
$2.24M +$2.24M +93,320 New
KCM
57
Kendall Capital Management
Maryland
$2.2M +$265K +11,045 +14%
Swiss National Bank
58
Swiss National Bank
Switzerland
$2.16M -$24K -1,000 -1%
American Century Companies
59
American Century Companies
Missouri
$2.15M +$1.37M +57,045 +174%
Jane Street
60
Jane Street
New York
$2.07M +$1.54M +64,073 +286%
Allianz Asset Management
61
Allianz Asset Management
Germany
$2.01M -$580K -24,222 -22%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$1.95M +$5.56K +232 +0.3%
Citigroup
63
Citigroup
New York
$1.94M -$239K -9,977 -11%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.93M +$592K +24,691 +44%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$1.91M -$1.63M -68,208 -46%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.9M +$200K +8,357 +12%
CEI
67
Clark Estates Inc
New York
$1.84M +$1.84M +77,000 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.71M -$2.55M -106,490 -60%
Prudential Financial
69
Prudential Financial
New Jersey
$1.6M +$4.44K +140 +0.3%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$1.55M +$9.68K +404 +0.6%
Renaissance Technologies
71
Renaissance Technologies
New York
$1.55M -$398K -16,600 -20%
GCM
72
Graham Capital Management
Connecticut
$1.54M +$520K +21,694 +51%
IP
73
Interval Partners
New York
$1.43M -$143K -5,987 -9%
QT
74
Quantbot Technologies
New York
$1.35M +$862K +35,962 +176%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$1.3M +$779K +32,533 +149%
1 2
3
4 5