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Upbound Group
UPBD

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in Upbound Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
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
80
Reduced
92
Closed
28
Calls
$4.41M
Puts
$1.82M
Net Calls
+$2.59M
Net Calls Change
-$164K

Top Buyers

1
IC
IEQ Capital
California
$79.9M
2
CCPM
Cooper Creek Partners Management
New York
$19.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$59.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.4M
5
SCM
SG Capital Management
Illinois
$12.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
2
EC
Engaged Capital
California
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$18.1M
4
American Century Companies
American Century Companies
Missouri
$20.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$1.23M -$477K -13,561 -28%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$1.22M +$303K +8,602 +33%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$1.22M -$117K -3,332 -9%
AIMCA
79
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.18M +$1.18M +33,600 New
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.18M -$81.7K -2,321 -7%
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$1.15M +$877K +24,894 +317%
Renaissance Technologies
82
Renaissance Technologies
New York
$1.14M -$285K -8,100 -20%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$1.14M +$1.14M +32,300 New
LCM
84
Landscape Capital Management
New Jersey
$1.12M +$1.12M +31,738 New
CIC
85
Cornercap Investment Counsel
Georgia
$1.11M +$546K +15,503 +97%
Deutsche Bank
86
Deutsche Bank
Germany
$1.11M +$3.84K +109 +0.3%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$1.09M -$20.3K -576 -2%
CAM
88
ClariVest Asset Management
California
$1.09M +$1.09M +30,821 +36,692%
JCIA
89
Jackson Creek Investment Advisors
Colorado
$1.02M -$2.22K -63 -0.2%
MIM
90
MetLife Investment Management
New Jersey
$1.01M – – –
AIG
91
American International Group
New York
$1M -$37.1K -1,054 -4%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$992K -$923K -26,218 -48%
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$974K +$123K +3,488 +14%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$955K -$9.12K -259 -0.9%
Wells Fargo
95
Wells Fargo
California
$937K +$59.6K +1,693 +7%
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$928K +$29.4K +835 +3%
WAM
97
Wakefield Asset Management
Colorado
$894K +$5.53K +157 +0.6%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$873K -$42.3K -1,202 -5%
TCM
99
Teza Capital Management
Illinois
$854K +$469K +13,314 +122%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$838K +$70 +2 +0%
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4
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