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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 %
MAM
76
Martingale Asset Management
Massachusetts
$1.47M -$6.86K -235 -0.5%
Canada Life
77
Canada Life
Manitoba, Canada
$1.39M -$413K -14,150 -23%
Deutsche Bank
78
Deutsche Bank
Germany
$1.39M +$400K +13,713 +40%
CAM
79
Cresset Asset Management
Illinois
$1.39M +$74.1K +2,506 +6%
TC
80
TwinBeech Capital
New York
$1.34M +$1.34M +45,979 New
Millennium Management
81
Millennium Management
New York
$1.34M -$4.49M -153,927 -77%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$1.33M -$720K -24,926 -35%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.28M -$13.8K -474 -1%
GCM
84
Graham Capital Management
Connecticut
$1.24M +$106K +3,640 +9%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.23M +$112K +3,840 +10%
AQR Capital Management
86
AQR Capital Management
Connecticut
$1.22M +$361K +12,381 +42%
JCIA
87
Jackson Creek Investment Advisors
Colorado
$1.05M -$32.7K -1,120 -3%
Franklin Resources
88
Franklin Resources
California
$1.03M +$72.1K +2,472 +8%
DTL
89
Dynamic Technology Lab
Singapore
$1.02M +$345K +11,837 +51%
MCM
90
Mork Capital Management
California
$998K +$998K +34,200 New
AIMCA
91
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$980K – – –
MIM
92
MetLife Investment Management
New Jersey
$957K +$52.8K +1,809 +6%
American Century Companies
93
American Century Companies
Missouri
$955K +$654K +22,410 +217%
SA
94
Sanctuary Advisors
Indiana
$942K +$718K +24,014 +320%
Citadel Advisors
95
Citadel Advisors
Florida
$913K -$4.88M -167,394 -84%
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$890K +$32.7K +1,122 +4%
EGM
97
Engineers Gate Manager
New York
$872K -$843K -28,908 -49%
Wells Fargo
98
Wells Fargo
California
$842K +$205K +7,015 +32%
YIH
99
Y-Intercept (HK)
Hong Kong
$834K -$154K -5,285 -16%
CF
100
Corebridge Financial
Texas
$828K -$64.5K -2,210 -7%
2 3
4
5 6