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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 %
AIP
176
Ameritas Investment Partners
Nebraska
$160K – – –
PD
177
Point72 (DIFC)
United Arab Emirates
$145K +$145K +4,966 New
SPIA
178
Steward Partners Investment Advisory
New York
$135K -$3.25M -111,314 -96%
PCM
179
Palouse Capital Management
Washington
$118K -$21.7K -745 -16%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$110K +$12.5K +429 +13%
HI
181
Harbour Investments
Wisconsin
$97.9K – – –
Osaic Holdings
182
Osaic Holdings
Arizona
$92.2K -$9.45K -324 -9%
QL
183
Quarry LP
New York
$78.7K -$17K -584 -18%
CWA
184
Carolina Wealth Advisors
South Carolina
$70K -$1.98K -68 -3%
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$69K -$174K -5,936 -72%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.4K +$1.75K +60 +3%
Lazard Asset Management
187
Lazard Asset Management
New York
$53K -$11.7K -418 -18%
BTI
188
Blue Trust Inc
Georgia
$50.6K +$4.87K +167 +11%
AAM
189
Advisors Asset Management
Colorado
$40.8K +$40.8K +1,400 New
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$40K +$3.03K +105 +8%
C
191
Covestor
United Kingdom
$39K +$5.89K +202 +18%
CA
192
Clearstead Advisors
Ohio
$35K – – –
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$31K – – –
WWM
194
Wolff Wiese Magana
California
$29.2K – – –
HCP
195
Hexagon Capital Partners
Arkansas
$27.9K +$4.38K +150 +19%
RS
196
R Squared
Hong Kong
$25.4K +$25.4K +870 New
TPCW
197
TD Private Client Wealth
New York
$23.9K +$2.16K +74 +10%
Nomura Asset Management
198
Nomura Asset Management
Japan
$23K – – –
SAM
199
Smartleaf Asset Management
Massachusetts
$20.1K +$18.1K +630 +926%
MCM
200
MAI Capital Management
Ohio
$14K +$14K +479 New
6 7
8
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