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Upbound Group
UPBD

Overview Fund Activity

233 hedge funds and large institutions have $1.54B invested in Upbound Group in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
63
Reduced
93
Closed
24
Calls
$3.45M
Puts
$700K
Net Calls
+$2.75M
Net Calls Change
+$804K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$7.61M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.6M
5
BlackRock
5
BlackRock
New York
$272M

Top Sellers

1
EC
1
Engaged Capital
California
$81.4M
2
IP
2
Interval Partners
New York
$1.28M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.8M
5
Bank of America
5
Bank of America
North Carolina
$30.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$1.06M 31,304 -508 -2%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.05M 30,770 -5,604 -15%
AIG
78
American International Group
New York
$1M 29,501 -293 -1%
IA
79
Inspire Advisors
Idaho
$999K 29,406 +2,465 +9%
JCIA
80
Jackson Creek Investment Advisors
Colorado
$981K 28,888 +6 +0%
MIM
81
MetLife Investment Management
New Jersey
$970K 28,553 – –
HWAM
82
Hennion & Walsh Asset Management
New Jersey
$959K 28,241 -8,913 -24%
TI
83
Trexquant Investment
Connecticut
$931K 27,407 +14,270 +109%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$930K 27,382 -1,198 -4%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$898K 26,432 – –
SO
86
STRS Ohio
Ohio
$886K 26,100 -1,600 -6%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$885K 26,041 -37,052 -59%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$883K 26,008 +51 +0.2%
IMRF
89
Illinois Municipal Retirement Fund
Illinois
$867K 25,520 -3,799 -13%
WAM
90
Wakefield Asset Management
Colorado
$858K 25,241 +2,482 +11%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$856K 25,200 +1,700 +7%
Wells Fargo
92
Wells Fargo
California
$846K 24,917 +3,065 +14%
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$821K 24,170 +24,170 New
NC
94
Napatree Capital
Rhode Island
$820K 24,129 +24,129 New
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$809K 23,802 -47 -0.2%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$777K 22,877 -1,047 -4%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$758K 22,300 -1,100 -5%
YCM
98
Yousif Capital Management
Michigan
$753K 22,181 -670 -3%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$748K 22,021 -39 -0.2%
Marshall Wace
100
Marshall Wace
United Kingdom
$702K 20,669 +20,669 New
2 3
4
5 6