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Upbound Group
UPBD

Overview Fund Activity

248 hedge funds and large institutions have $1.53B invested in Upbound Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
102
Reduced
77
Closed
32
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
1
IEQ Capital
California
$148M
2
CCPM
2
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$12.2M
5
HCM
5
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.21M
2
EC
2
Engaged Capital
California
$35.8M
3
SCM
3
SG Capital Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$1.49M -$839K -27,326 -36%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$1.4M -$37.7K -1,228 -3%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$1.39M +$399K +13,000 +40%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$1.39M +$381K +12,421 +38%
CAM
80
Cresset Asset Management
Illinois
$1.29M +$162K +5,203 +14%
SAM
81
Secure Asset Management
Michigan
$1.26M +$55.9K +1,821 +5%
Amundi
82
Amundi
France
$1.22M -$39.9K -1,330 -3%
Victory Capital Management
83
Victory Capital Management
Texas
$1.19M +$97.6K +3,178 +9%
SSA
84
Schonfeld Strategic Advisors
New York
$1.14M -$850K -27,691 -43%
BBVA
85
Banco Bilbao Vizcaya Argentaria
Spain
$1.14M +$1.14M +37,101 New
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$1.14M +$76.8K +2,502 +7%
ACM
87
Aquatic Capital Management
Illinois
$1.08M +$918K +29,900 +554%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$1.05M -$13.4K -435 -1%
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M – – –
Connor, Clark & Lunn Investment Management (CC&L)
90
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$963K +$114K +3,708 +13%
CIC
91
Cornercap Investment Counsel
Georgia
$960K -$8.69K -283 -0.9%
CANY
92
Caxton Associates (New York)
New York
$956K +$956K +31,137 New
CAM
93
ClariVest Asset Management
California
$956K +$6.97K +227 +0.7%
DTL
94
Dynamic Technology Lab
Singapore
$953K +$953K +31,042 New
MIM
95
MetLife Investment Management
New Jersey
$952K +$75.3K +2,454 +9%
CF
96
Corebridge Financial
Texas
$944K +$944K +30,751 New
AQR Capital Management
97
AQR Capital Management
Connecticut
$943K -$81.8K -2,663 -8%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$931K -$19.4K -633 -2%
GCP
99
GSA Capital Partners
United Kingdom
$905K +$358K +11,678 +66%
JCIA
100
Jackson Creek Investment Advisors
Colorado
$883K -$1.63K -53 -0.2%
2 3
4
5 6