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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
IEQ Capital
California
$148M
2
CCPM
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
Marshall Wace
United Kingdom
$12.2M
5
HCM
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.21M
2
EC
Engaged Capital
California
$35.8M
3
SCM
SG Capital Management
Illinois
$0
4
American Century Companies
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
201
Blue Trust Inc
Georgia
$39.4K +$12.7K +362 +48%
CA
202
Clearstead Advisors
Ohio
$36.8K – – –
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$32K – – –
WWM
204
Wolff Wiese Magana
California
$30.7K – – –
PAS
205
Point72 Asia (Singapore)
Singapore
$30.3K -$147K -4,773 -83%
HCP
206
Hexagon Capital Partners
Arkansas
$26.7K +$1.78K +58 +7%
PD
207
Point72 (DIFC)
United Arab Emirates
$24.6K -$114K -3,728 -82%
Nomura Asset Management
208
Nomura Asset Management
Japan
$24.3K – – –
TPCW
209
TD Private Client Wealth
New York
$22.9K – – –
QL
210
Quarry LP
New York
$21.2K +$12.2K +398 +135%
AEPWM
211
Atlantic Edge Private Wealth Management
Florida
$18.4K – – –
AF
212
Advisornet Financial
Minnesota
$13.3K – – –
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$11.3K -$17.8K -600 -61%
VCM
214
Versant Capital Management
Arizona
$11.2K -$583 -19 -5%
Barrow, Hanley, Mewhinney & Strauss
215
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.3K – – –
QCG
216
Quadrant Capital Group
Ohio
$10.2K -$10.6K -344 -51%
FFA
217
Farther Finance Advisors
California
$9.76K +$5.97K +199 +158%
S
218
SignatureFD
Georgia
$9.43K +$5.56K +181 +144%
US Bancorp
219
US Bancorp
Minnesota
$9.27K -$1.81K -59 -16%
C
220
Covestor
United Kingdom
$9K +$88 +3 +1%
FHA
221
First Horizon Advisors
Tennessee
$8.6K -$829 -27 -9%
GI
222
GAMMA Investing
California
$7.8K +$2.76K +90 +55%
MSG
223
Main Street Group
Virginia
$7.09K +$122 +4 +2%
IA
224
IFP Advisors
Florida
$6.14K – – –
RWMG
225
Redwood Wealth Management Group
New Jersey
$5.37K +$5.37K +175 New
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9
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