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Upbound Group
UPBD

Overview Fund Activity

248 hedge funds and large institutions have $1.53B invested in Upbound Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
102
Reduced
77
Closed
32
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
IEQ Capital
California
$148M
2
CCPM
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
Marshall Wace
United Kingdom
$12.2M
5
HCM
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.21M
2
EC
Engaged Capital
California
$35.8M
3
SCM
SG Capital Management
Illinois
$0
4
American Century Companies
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
126
Cambria Investment Management
California
$633K +$26.1K +849 +4%
GC
127
Guggenheim Capital
Illinois
$632K +$255K +8,300 +68%
CA
128
CoreCap Advisors
Michigan
$606K +$461 +15 +0.1%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$601K +$601K +19,584 New
CCIA
130
Campbell & Co Investment Adviser
Maryland
$600K -$265K -8,618 -31%
Squarepoint
131
Squarepoint
New York
$594K -$99.2K -3,232 -14%
KBC Group
132
KBC Group
Belgium
$571K – – –
YCM
133
Yousif Capital Management
Michigan
$555K -$63.2K -2,057 -10%
RIM
134
Redwood Investment Management
Arizona
$554K +$554K +17,457 New
VOYA Investment Management
135
VOYA Investment Management
Georgia
$553K +$14.2K +464 +3%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$528K – – –
Lazard Asset Management
137
Lazard Asset Management
New York
$524K +$344K +11,243 +191%
TCM
138
Teza Capital Management
Illinois
$503K -$242K -7,886 -33%
Comerica Bank
139
Comerica Bank
Texas
$501K -$60K -1,953 -11%
ProShare Advisors
140
ProShare Advisors
Maryland
$495K +$170K +5,540 +52%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$491K -$2.92K -95 -0.6%
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$479K -$17.3K -563 -3%
AA
143
ALPS Advisors
Colorado
$473K -$24.4K -795 -5%
TI
144
Trexquant Investment
Connecticut
$470K +$470K +15,296 New
JFG
145
Jefferies Financial Group
New York
$461K +$461K +15,000 New
AB
146
Amalgamated Bank
New York
$430K -$2.7K -88 -0.6%
CMF
147
Counterpoint Mutual Funds
California
$421K +$421K +13,719 New
Wellington Management Group
148
Wellington Management Group
Massachusetts
$420K – – –
Rafferty Asset Management
149
Rafferty Asset Management
New York
$406K +$12.9K +421 +3%
ASRS
150
Arizona State Retirement System
Arizona
$398K +$8.14K +265 +2%
4 5
6
7 8