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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
1
BlackRock
New York
$264M
2
KCM
2
Kennedy Capital Management
Missouri
$10.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.2M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$11.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$7.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.73M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$913K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PharVision Advisers
Florida
$314K +$314K +10,754 New
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$313K -$10.7K -368 -3%
HW
153
Hancock Whitney
Mississippi
$309K +$309K +10,580 New
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$303K -$292 -10 -0.1%
TCM
155
Tributary Capital Management
Nebraska
$283K -$14.6K -500 -5%
ETC
156
Exchange Traded Concepts
Oklahoma
$281K -$10.6K -364 -4%
TRCT
157
Tower Research Capital (TRC)
New York
$277K -$117K -3,999 -30%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$276K – – –
PCM
159
Prelude Capital Management
New York
$274K -$286K -9,790 -51%
VT
160
Vise Technologies
New York
$262K -$8.72K -299 -3%
Walleye Capital
161
Walleye Capital
New York
$260K -$3.25M -111,443 -93%
WAM
162
Wolverine Asset Management
Illinois
$252K – – –
CCIA
163
Campbell & Co Investment Adviser
Maryland
$250K -$1.36M -46,460 -84%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$248K -$259K -8,891 -51%
MNBTD
165
Moody National Bank Trust Division
Texas
$241K +$241K +8,274 New
ORG
166
Optimist Retirement Group
Washington
$233K +$26.7K +916 +13%
CIM
167
Cambria Investment Management
California
$233K +$5.28K +181 +2%
CM
168
Crestline Management
Texas
$230K +$230K +7,880 New
SAM
169
Shell Asset Management
Netherlands
$229K – – –
FGP
170
Freestone Grove Partners
California
$221K +$221K +7,569 New
MOACM
171
Mutual of America Capital Management
New York
$215K +$1.6K +55 +0.8%
CC
172
Corton Capital
Ontario, Canada
$207K -$52.4K -1,798 -20%
PWM
173
Prentice Wealth Management
New York
$202K -$1.81K -62 -0.9%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$186K – – –
VI
175
Vestcor Inc
New Brunswick, Canada
$174K +$174K +5,973 New
5 6
7
8 9