UPBD icon

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 %
SOADOR
101
State of Alaska Department of Revenue
Alaska
$805K -$4.78K -164 -0.6%
HT
102
Headlands Technologies
Illinois
$787K +$286K +9,816 +57%
IMRF
103
Illinois Municipal Retirement Fund
Illinois
$773K +$18K +616 +2%
SO
104
STRS Ohio
Ohio
$761K – – –
NC
105
Napatree Capital
Rhode Island
$755K +$7.35K +252 +1%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$731K -$257K -8,795 -26%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$727K +$817 +28 +0.1%
BBVA
108
Banco Bilbao Vizcaya Argentaria
Spain
$713K -$30K -1,039 -4%
CA
109
CoreCap Advisors
Michigan
$706K +$78.7K +2,697 +13%
NRD
110
Nebula Research & Development
New York
$698K +$104K +3,553 +17%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$687K – – –
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$685K – – –
Jane Street
113
Jane Street
New York
$653K -$1.68M -57,746 -72%
Jacobs Levy Equity Management
114
Jacobs Levy Equity Management
New Jersey
$635K -$118K -4,031 -16%
Connor, Clark & Lunn Investment Management (CC&L)
115
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$613K +$613K +21,005 New
VOYA Investment Management
116
VOYA Investment Management
Georgia
$610K +$110K +3,763 +22%
Two Sigma Advisers
117
Two Sigma Advisers
New York
$598K -$356K -12,200 -37%
QT
118
Quantbot Technologies
New York
$595K -$1.34M -45,795 -69%
LPL Financial
119
LPL Financial
California
$593K -$21.3K -731 -3%
XT
120
XTX Topco
Cayman Islands
$574K +$574K +19,685 New
KBC Group
121
KBC Group
Belgium
$574K +$31.6K +1,085 +6%
SEI Investments
122
SEI Investments
Pennsylvania
$564K +$379K +12,986 +205%
TCM
123
Teza Capital Management
Illinois
$561K -$407K -13,965 -42%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$550K – – –
YCM
125
Yousif Capital Management
Michigan
$537K -$9.19K -315 -2%
3 4
5
6 7