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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 %
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$365K +$16K +500 +5%
Renaissance Technologies
152
Renaissance Technologies
New York
$362K -$374K -11,700 -51%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$355K -$8.96K -280 -2%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$341K – – –
OR
155
Olympiad Research
Connecticut
$336K +$336K +10,491 New
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$333K +$24K +750 +8%
EC
157
EntryPoint Capital
New York
$333K +$262K +8,197 +372%
American Century Companies
158
American Century Companies
Missouri
$331K -$6.44M -201,185 -95%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$329K +$329K +10,291 New
TCM
160
Tributary Capital Management
Nebraska
$326K -$8K -250 -2%
ETC
161
Exchange Traded Concepts
Oklahoma
$320K -$28.2K -881 -8%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$302K – – –
GCP
163
GSA Capital Partners
United Kingdom
$301K -$642K -20,079 -68%
VT
164
Vise Technologies
New York
$296K -$52K -1,626 -15%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$292K +$292K +9,000 New
CC
166
Corton Capital
Ontario, Canada
$285K +$74K +2,314 +35%
WAM
167
Wolverine Asset Management
Illinois
$277K – – –
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$265K +$44.2K +1,384 +20%
DFCM
169
Dark Forest Capital Management
Puerto Rico
$257K +$257K +8,033 New
SA
170
Sanctuary Advisors
Indiana
$254K -$14.1K -417 -5%
SAM
171
Shell Asset Management
Netherlands
$252K +$252K +7,865 New
PTC
172
Petrus Trust Company
Texas
$251K -$109K -3,407 -30%
CIM
173
Cambria Investment Management
California
$247K -$405K -12,818 -62%
SOW
174
State of Wyoming
Wyoming
$237K +$73.1K +2,286 +45%
MOACM
175
Mutual of America Capital Management
New York
$234K -$1.38K -43 -0.6%
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