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
BlackRock
New York
$264M
2
KCM
Kennedy Capital Management
Missouri
$10.2M
3
Marshall Wace
Marshall Wace
United Kingdom
$10.2M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$11.4M
5
Victory Capital Management
Victory Capital Management
Texas
$7.81M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.73M
2
Goldman Sachs
Goldman Sachs
New York
$8.98M
3
Citadel Advisors
Citadel Advisors
Florida
$913K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Millennium Management
Millennium Management
New York
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
126
Tidal Investments
Wisconsin
$522K +$522K +17,900 New
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$502K – – –
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$492K -$141K -4,825 -22%
KK
129
KLP Kapitalforvaltning
Norway
$490K +$490K +16,600 New
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$489K +$148K +5,013 +43%
Comerica Bank
131
Comerica Bank
Texas
$486K -$8.81K -302 -2%
VA
132
Vident Advisory
Georgia
$480K +$480K +16,444 New
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$479K – – –
ProShare Advisors
134
ProShare Advisors
Maryland
$469K -$179K -6,121 -28%
A
135
AlphaQuest
New York
$463K +$268K +9,189 +138%
CIC
136
Cornercap Investment Counsel
Georgia
$444K – – –
SG Americas Securities
137
SG Americas Securities
New York
$441K +$311K +10,663 +240%
HWAM
138
Hennion & Walsh Asset Management
New Jersey
$433K -$30K -1,030 -6%
AA
139
ALPS Advisors
Colorado
$428K +$15.1K +516 +4%
AB
140
Amalgamated Bank
New York
$423K – – –
FRM
141
Fox Run Management
Connecticut
$415K -$117K -4,021 -22%
II
142
Inspire Investing
Idaho
$402K +$23.9K +818 +6%
ASRS
143
Arizona State Retirement System
Arizona
$393K +$2.98K +102 +0.8%
CC
144
Centiva Capital
New York
$366K -$85.4K -2,929 -19%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$359K -$45.3K -1,553 -11%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$352K +$40.2K +1,378 +13%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$347K -$227K -7,786 -40%
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$336K +$336K +11,516 New
SPA
149
Sherbrooke Park Advisers
New York
$336K +$336K +11,510 New
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$333K – – –
4 5
6
7 8