UPBD icon

Upbound Group
UPBD

Overview Fund Activity

233 hedge funds and large institutions have $1.54B invested in Upbound Group in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
63
Reduced
93
Closed
24
Calls
$3.45M
Puts
$700K
Net Calls
+$2.75M
Net Calls Change
+$804K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$38.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$233M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$7.61M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.6M
5
BlackRock
BlackRock
New York
$272M

Top Sellers

1
EC
Engaged Capital
California
$81.4M
2
IP
Interval Partners
New York
$1.28M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$25.8M
5
Bank of America
Bank of America
North Carolina
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$321K – – –
SAM
152
Shell Asset Management
Netherlands
$311K -$93.4K -2,749 -23%
BCM
153
Bayesian Capital Management
New York
$310K +$310K +9,120 New
WAM
154
Wolverine Asset Management
Illinois
$294K – – –
FRM
155
Fox Run Management
Connecticut
$279K +$279K +8,226 New
CC
156
Centiva Capital
New York
$279K +$36.2K +1,067 +15%
AC
157
AXQ Capital
New Jersey
$269K +$269K +7,914 New
Jacobs Levy Equity Management
158
Jacobs Levy Equity Management
New Jersey
$267K -$3.08M -90,561 -92%
CIM
159
Contravisory Investment Management
Massachusetts
$267K – – –
MOACM
160
Mutual of America Capital Management
New York
$265K -$8.56K -252 -3%
VI
161
Vestcor Inc
New Brunswick, Canada
$260K – – –
TSS
162
Two Sigma Securities
New York
$259K +$11K +325 +4%
PWM
163
Prentice Wealth Management
New York
$243K +$6.52K +192 +3%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$232K -$19.8K -582 -8%
NRD
165
Nebula Research & Development
New York
$231K +$231K +6,792 New
XT
166
XTX Topco
Cayman Islands
$226K +$226K +6,663 New
GCM
167
Gallacher Capital Management
Colorado
$218K -$254K -7,479 -54%
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$214K +$214K +6,304 New
Mariner
169
Mariner
Kansas
$209K +$209K +6,154 New
ECM
170
Evergreen Capital Management
Washington
$205K +$205K +5,957 New
SI
171
Saxon Interests
Texas
$201K +$201K +5,905 New
AIP
172
Ameritas Investment Partners
Nebraska
$186K – – –
HCM
173
Hollencrest Capital Management
California
$170K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$164K -$10.2K -301 -6%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$155K +$102 +3 +0.1%
5 6
7
8 9