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Upbound Group
UPBD

Overview Fund Activity

244 hedge funds and large institutions have $1.44B invested in Upbound Group in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
103
Reduced
77
Closed
35
Calls
$2.88M
Puts
$1.32M
Net Calls
+$1.56M
Net Calls Change
+$235K

Top Buyers

1
BlackRock
1
BlackRock
New York
$278M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$27.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$19.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$13M
5
Goldman Sachs
5
Goldman Sachs
New York
$18M

Top Sellers

1
IC
1
IEQ Capital
California
$24.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$138M
3
CCPM
3
Cooper Creek Partners Management
New York
$0
4
EC
4
Engaged Capital
California
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Corebridge Financial
Texas
$979K -$4.77K -149 -0.5%
Point72 Asset Management
102
Point72 Asset Management
Connecticut
$972K +$972K +30,373 New
Franklin Resources
103
Franklin Resources
California
$963K +$217K +7,372 +29%
CAM
104
ClariVest Asset Management
California
$956K – – –
Mirae Asset Global ETFs Holdings
105
Mirae Asset Global ETFs Holdings
Hong Kong
$940K +$55.5K +1,734 +6%
AQR Capital Management
106
AQR Capital Management
Connecticut
$936K -$46.2K -1,444 -5%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$888K +$47.1K +1,472 +6%
JFG
108
Jefferies Financial Group
New York
$880K +$400K +12,500 +83%
SO
109
STRS Ohio
Ohio
$835K +$54.4K +1,700 +7%
IMRF
110
Illinois Municipal Retirement Fund
Illinois
$828K +$49.1K +1,534 +6%
BBVA
111
Banco Bilbao Vizcaya Argentaria
Spain
$826K -$364K -11,341 -31%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$825K -$620K -19,378 -43%
NC
113
Napatree Capital
Rhode Island
$820K -$39.7K -1,240 -5%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$796K -$39.8K -1,243 -5%
WAM
115
Wakefield Asset Management
Colorado
$795K -$8.06K -252 -1%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$754K – – –
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$752K +$32K +1,000 +4%
DTL
118
Dynamic Technology Lab
Singapore
$740K -$253K -7,909 -25%
ProShare Advisors
119
ProShare Advisors
Maryland
$710K +$194K +6,060 +38%
Wells Fargo
120
Wells Fargo
California
$699K -$115K -3,580 -14%
CA
121
CoreCap Advisors
Michigan
$688K +$56.2K +1,758 +9%
LPL Financial
122
LPL Financial
California
$674K +$96 +3 +0%
NRD
123
Nebula Research & Development
New York
$651K +$651K +20,360 New
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$637K -$790K -26,911 -55%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$629K +$629K +19,675 New
3 4
5
6 7