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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 %
A
101
AlphaQuest
New York
$826K +$416K +11,802 +101%
SO
102
STRS Ohio
Ohio
$816K -$102K -2,900 -11%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$802K -$3.45K -98 -0.4%
Franklin Resources
104
Franklin Resources
California
$801K +$197K +5,586 +33%
ECM
105
ExodusPoint Capital Management
New York
$798K +$798K +22,666 New
Squarepoint
106
Squarepoint
New York
$795K +$181K +5,135 +29%
YIH
107
Y-Intercept (HK)
Hong Kong
$795K +$407K +11,564 +105%
AI
108
Atom Investors
Texas
$780K +$780K +22,142 New
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$775K -$10.6K -300 -1%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$743K -$144K -4,100 -16%
BHCM
111
Brevan Howard Capital Management
Jersey
$731K +$731K +20,753 New
NC
112
Napatree Capital
Rhode Island
$725K -$23.1K -745 -3%
First Trust Advisors
113
First Trust Advisors
Illinois
$723K +$15.6K +444 +2%
YCM
114
Yousif Capital Management
Michigan
$709K -$72.2K -2,050 -9%
CIM
115
Cambria Investment Management
California
$696K +$237K +6,727 +52%
Marshall Wace
116
Marshall Wace
United Kingdom
$696K -$32K -910 -4%
CA
117
CoreCap Advisors
Michigan
$694K +$40.7K +1,157 +6%
PWM
118
Partnership Wealth Management
Maryland
$663K -$61.6K -1,750 -8%
RWM
119
Ritholtz Wealth Management
New York
$661K +$18.1K +514 +3%
KBC Group
120
KBC Group
Belgium
$655K – – –
Comerica Bank
121
Comerica Bank
Texas
$644K -$72.2K -2,050 -10%
GCP
122
GSA Capital Partners
United Kingdom
$627K +$627K +17,814 New
VOYA Investment Management
123
VOYA Investment Management
Georgia
$618K -$157K -4,470 -20%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$615K – – –
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$607K – – –
3 4
5
6 7