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

Top Sellers

1
IC
IEQ Capital
California
$24.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
3
CCPM
Cooper Creek Partners Management
New York
$0
4
EC
Engaged Capital
California
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Prelude Capital Management
New York
$614K +$614K +19,191 New
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$603K -$128K -4,000 -18%
YCM
128
Yousif Capital Management
Michigan
$599K +$21K +656 +4%
KBC Group
129
KBC Group
Belgium
$595K – – –
FRM
130
Fox Run Management
Connecticut
$583K +$342K +10,703 +142%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$565K -$70.6K -2,176 -11%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$551K – – –
HT
133
Headlands Technologies
Illinois
$549K +$549K +17,162 New
VOYA Investment Management
134
VOYA Investment Management
Georgia
$549K -$27.6K -863 -5%
Comerica Bank
135
Comerica Bank
Texas
$543K +$20.5K +640 +4%
MSRPS
136
Maryland State Retirement & Pension System
Maryland
$526K +$26.1K +817 +5%
HWAM
137
Hennion & Walsh Asset Management
New Jersey
$508K -$3.84K -120 -0.7%
CC
138
Centiva Capital
New York
$495K -$185K -5,782 -27%
CIC
139
Cornercap Investment Counsel
Georgia
$487K -$514K -16,072 -51%
RIM
140
Redwood Investment Management
Arizona
$484K -$82.5K -2,541 -15%
CMF
141
Counterpoint Mutual Funds
California
$468K +$28.8K +901 +7%
AB
142
Amalgamated Bank
New York
$464K +$15.9K +496 +4%
CP
143
CenterBook Partners
Connecticut
$459K +$459K +14,353 New
AA
144
ALPS Advisors
Colorado
$453K -$39.1K -1,221 -8%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$444K +$20.6K +645 +5%
TRCT
146
Tower Research Capital (TRC)
New York
$431K +$173K +5,406 +67%
ASRS
147
Arizona State Retirement System
Arizona
$428K +$13.5K +423 +3%
II
148
Inspire Investing
Idaho
$415K +$46.9K +1,466 +13%
MM
149
MQS Management
New York
$378K +$71.5K +2,234 +23%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$369K -$38K -1,188 -9%
4 5
6
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