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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.21M
2
EC
2
Engaged Capital
California
$35.8M
3
SCM
3
SG Capital Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$395K +$1.43K +46 +0.4%
PWM
152
Partnership Wealth Management
Maryland
$372K -$207K -6,738 -36%
II
153
Inspire Investing
Idaho
$353K +$42.9K +1,399 +14%
RWM
154
Ritholtz Wealth Management
New York
$351K -$225K -7,321 -39%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$349K +$65.5K +2,134 +23%
PTC
156
Petrus Trust Company
Texas
$345K +$170K +5,535 +97%
SEI Investments
157
SEI Investments
Pennsylvania
$340K +$70.5K +2,298 +26%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$335K -$30.7K -1,000 -8%
VT
159
Vise Technologies
New York
$334K +$26.4K +859 +9%
ETC
160
Exchange Traded Concepts
Oklahoma
$334K +$10.8K +352 +3%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$328K +$81.8K +2,664 +33%
TCM
162
Tributary Capital Management
Nebraska
$321K -$20K -650 -6%
HWM
163
Hohimer Wealth Management
Washington
$308K -$4.67K -152 -1%
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$296K +$1.17K +38 +0.4%
MM
165
MQS Management
New York
$294K +$294K +9,571 New
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$290K – – –
AI
167
Atom Investors
Texas
$288K -$392K -12,777 -58%
WAM
168
Wolverine Asset Management
Illinois
$266K – – –
LOAMU
169
Lombard Odier Asset Management (USA)
New York
$261K +$261K +8,513 New
SA
170
Sanctuary Advisors
Indiana
$257K +$257K +7,922 New
TRCT
171
Tower Research Capital (TRC)
New York
$248K +$134K +4,365 +118%
BHCM
172
Brevan Howard Capital Management
Jersey
$248K -$390K -12,690 -61%
AAM
173
Advisors Asset Management
Colorado
$238K -$278K -9,046 -54%
GCM
174
Graham Capital Management
Connecticut
$233K +$233K +7,605 New
FRM
175
Fox Run Management
Connecticut
$231K +$231K +7,535 New
5 6
7
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