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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 Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$691K -$21.1K -622 -3%
PWM
102
Partnership Wealth Management
Maryland
$684K +$684K +20,591 New
First Trust Advisors
103
First Trust Advisors
Illinois
$682K -$1.45M -42,629 -68%
AB
104
Amalgamated Bank
New York
$677K -$47.4K -1,396 -7%
Walleye Capital
105
Walleye Capital
New York
$657K +$657K +19,332 New
AAM
106
Advisors Asset Management
Colorado
$646K -$278K -8,190 -30%
Skandinaviska Enskilda Banken (SEB)
107
Skandinaviska Enskilda Banken (SEB)
Sweden
$645K +$645K +19,000 New
KBC Group
108
KBC Group
Belgium
$632K -$8.43K -248 -1%
CA
109
CoreCap Advisors
Michigan
$631K +$69.2K +2,038 +12%
LPL Financial
110
LPL Financial
California
$628K -$34K -1,000 -5%
RWM
111
Ritholtz Wealth Management
New York
$620K +$131K +3,870 +27%
Squarepoint
112
Squarepoint
New York
$592K -$352K -10,376 -37%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$585K – – –
Franklin Resources
114
Franklin Resources
California
$583K -$22K -648 -4%
EGM
115
Engineers Gate Manager
New York
$583K +$182K +5,371 +46%
AA
116
ALPS Advisors
Colorado
$568K -$36.1K -1,063 -6%
SSA
117
Sierra Summit Advisors
Nevada
$559K +$559K +16,451 New
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$550K -$24.7K -726 -4%
CIC
119
Cornercap Investment Counsel
Georgia
$546K +$8.09K +238 +2%
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$535K -$37.1K -1,093 -6%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$534K -$1.05M -30,960 -66%
Man Group
122
Man Group
United Kingdom
$505K +$505K +14,853 New
Two Sigma Investments
123
Two Sigma Investments
New York
$504K +$228K +6,700 +82%
Rafferty Asset Management
124
Rafferty Asset Management
New York
$503K +$68.4K +2,014 +16%
SSA
125
Schonfeld Strategic Advisors
New York
$499K -$1.77M -52,091 -78%
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5
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