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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 %
BAM
176
Blueshift Asset Management
New Jersey
$232K +$232K +7,259 New
VF
177
Virtu Financial
New York
$229K +$229K +7,158 New
RWM
178
Ritholtz Wealth Management
New York
$228K -$138K -4,310 -38%
ORG
179
Optimist Retirement Group
Washington
$226K – – –
PWM
180
Prentice Wealth Management
New York
$223K -$6.37K -199 -3%
A
181
AlphaQuest
New York
$214K -$674K -21,084 -76%
PI
182
PEAK6 Investments
Illinois
$212K +$212K +6,630 New
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$204K – – –
SEI Investments
184
SEI Investments
Pennsylvania
$203K -$152K -4,742 -43%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$202K +$202K +6,304 New
MF
186
Magnetar Financial
Illinois
$201K +$201K +6,285 New
TW
187
Trajan Wealth
Arizona
$200K +$200K +6,265 New
NC
188
nVerses Capital
Florida
$192K +$192K +6,000 New
AIP
189
Ameritas Investment Partners
Nebraska
$175K – – –
PCM
190
Palouse Capital Management
Washington
$153K -$2.24K -70 -1%
SG Americas Securities
191
SG Americas Securities
New York
$142K +$142K +4,440 New
Osaic Holdings
192
Osaic Holdings
Arizona
$111K +$28.5K +892 +34%
HI
193
Harbour Investments
Wisconsin
$107K +$18.3K +572 +21%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$107K -$82.5K -2,580 -43%
QL
195
Quarry LP
New York
$105K +$82.9K +2,590 +374%
CWA
196
Carolina Wealth Advisors
South Carolina
$79K +$1.18K +37 +2%
Lazard Asset Management
197
Lazard Asset Management
New York
$72K -$462K -14,813 -87%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.9K +$1.25K +39 +2%
BTI
199
Blue Trust Inc
Georgia
$48.1K +$13.8K +448 +40%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$41K -$8.12K -254 -17%
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