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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 %
MOACM
176
Mutual of America Capital Management
New York
$226K -$9.43K -307 -4%
I
177
InceptionR
California
$224K -$12.1K -395 -5%
PWM
178
Prentice Wealth Management
New York
$221K -$1.87K -61 -0.8%
ORG
179
Optimist Retirement Group
Washington
$217K -$89.1K -2,901 -29%
AC
180
Aristides Capital
Kentucky
$213K +$213K +6,926 New
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$212K +$170K +5,533 +403%
CC
182
Corton Capital
Ontario, Canada
$202K +$202K +6,589 New
IFU
183
iSAM Funds (UK)
United Kingdom
$201K -$23.9K -780 -11%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$196K -$4.75K -155 -2%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$182K +$33.8K +1,100 +23%
AIP
186
Ameritas Investment Partners
Nebraska
$168K – – –
SOW
187
State of Wyoming
Wyoming
$158K +$158K +5,132 New
PCM
188
Palouse Capital Management
Washington
$149K -$8.38K -273 -5%
Mitsubishi UFJ Trust & Banking
189
Mitsubishi UFJ Trust & Banking
Japan
$93.7K +$93.7K +3,051 New
ATPW
190
Ashton Thomas Private Wealth
Arizona
$88.6K +$88.6K +2,886 New
HI
191
Harbour Investments
Wisconsin
$85.5K – – –
Osaic Holdings
192
Osaic Holdings
Arizona
$79.6K +$9.52K +310 +14%
CWA
193
Carolina Wealth Advisors
South Carolina
$74.7K +$5.13K +167 +7%
WIA
194
Wetzel Investment Advisors
Indiana
$70.4K – – –
EC
195
EntryPoint Capital
New York
$67.6K +$67.6K +2,201 New
VI
196
Vestcor Inc
New Brunswick, Canada
$64K -$128K -4,171 -67%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$63K -$3.65K -119 -5%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.3K +$3.9K +127 +7%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$47K +$5.51K +180 +13%
MAM
200
Meeder Asset Management
Ohio
$42.4K +$42.4K +1,381 New
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8
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