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Upbound Group
UPBD

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in Upbound Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
80
Reduced
92
Closed
28
Calls
$4.41M
Puts
$1.82M
Net Calls
+$2.59M
Net Calls Change
-$164K

Top Buyers

1
IC
IEQ Capital
California
$79.9M
2
CCPM
Cooper Creek Partners Management
New York
$19.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$59.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.4M
5
SCM
SG Capital Management
Illinois
$12.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$199M
2
EC
Engaged Capital
California
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$18.1M
4
American Century Companies
American Century Companies
Missouri
$20.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$39.8K -$3.32K -100 -8%
DekaBank Deutsche Girozentrale
202
DekaBank Deutsche Girozentrale
Germany
$38K – – –
WWM
203
Wolff Wiese Magana
California
$35.2K – – –
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$34.4K +$34.4K +982 New
HT
205
Headlands Technologies
Illinois
$29.4K +$29.4K +834 New
HCP
206
Hexagon Capital Partners
Arkansas
$28.6K +$4.26K +121 +18%
Nomura Asset Management
207
Nomura Asset Management
Japan
$27.8K – – –
BTI
208
Blue Trust Inc
Georgia
$26.6K +$2.15K +61 +9%
TPCW
209
TD Private Client Wealth
New York
$26.3K +$8.73K +248 +50%
QCG
210
Quadrant Capital Group
Ohio
$23.8K -$1.16K -33 -5%
AEPWM
211
Atlantic Edge Private Wealth Management
Florida
$21.1K – – –
AF
212
Advisornet Financial
Minnesota
$15.2K -$528 -15 -3%
VCM
213
Versant Capital Management
Arizona
$13.6K +$669 +19 +5%
Group One Trading
214
Group One Trading
Illinois
$13.3K +$3.52K +100 +36%
US Bancorp
215
US Bancorp
Minnesota
$12.7K +$951 +27 +8%
Barrow, Hanley, Mewhinney & Strauss
216
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.8K – – –
C
217
Covestor
United Kingdom
$11K -$2.24K -62 -17%
FHA
218
First Horizon Advisors
Tennessee
$10.8K -$1.69K -48 -14%
QL
219
Quarry LP
New York
$10.4K +$10.4K +294 New
MSG
220
Main Street Group
Virginia
$8.04K +$8.04K +228 New
IA
221
IFP Advisors
Florida
$7.04K – – –
FFA
222
Frazier Financial Advisors
Ohio
$6.34K +$4.75K +135 +300%
GI
223
GAMMA Investing
California
$5.77K +$1.55K +44 +37%
S
224
SignatureFD
Georgia
$4.44K – – –
FFA
225
Farther Finance Advisors
California
$4.41K -$350 -10 -7%
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