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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
+$23.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$13.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.5M
5
Goldman Sachs
Goldman Sachs
New York
+$6.64M

Top Sellers

1
IC
IEQ Capital
California
-$130M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$46M
3
CCPM
Cooper Creek Partners Management
New York
-$42.7M
4
EC
Engaged Capital
California
-$35.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$38.4K – – –
C
202
Covestor
United Kingdom
$37K +$27K +828 +269%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$35K – – –
WWM
204
Wolff Wiese Magana
California
$32K – – –
HCP
205
Hexagon Capital Partners
Arkansas
$25.8K -$2.08K -65 -7%
Nomura Asset Management
206
Nomura Asset Management
Japan
$25.3K – – –
TPCW
207
TD Private Client Wealth
New York
$23.9K – – –
AEPWM
208
Atlantic Edge Private Wealth Management
Florida
$19.2K – – –
FFA
209
Farther Finance Advisors
California
$14.9K +$4.46K +139 +43%
US Bancorp
210
US Bancorp
Minnesota
$14.9K +$5.21K +163 +54%
AF
211
Advisornet Financial
Minnesota
$13.8K – – –
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$12.2K – – –
Barrow, Hanley, Mewhinney & Strauss
213
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.7K – – –
JSAM
214
J. Safra Asset Management
New York
$9.53K +$8.46K +261 +791%
GI
215
GAMMA Investing
California
$8.8K +$672 +21 +8%
QCG
216
Quadrant Capital Group
Ohio
$8.13K -$2.53K -79 -24%
MSG
217
Main Street Group
Virginia
$7.48K +$64 +2 +0.9%
FHA
218
First Horizon Advisors
Tennessee
$7.26K -$1.7K -53 -19%
PWM
219
Partnership Wealth Management
Maryland
$6.4K -$381K -11,903 -98%
IA
220
IFP Advisors
Florida
$6.4K – – –
S
221
SignatureFD
Georgia
$5.41K -$4.41K -138 -45%
HWM
222
Hemington Wealth Management
Virginia
$5K +$5K +178 New
PA
223
Parallel Advisors
California
$3.26K -$1.86K -58 -36%
UB
224
UMB Bank
Missouri
$3.07K -$96 -3 -3%
Bessemer Group
225
Bessemer Group
New Jersey
$3K +$3K +85 New
7 8
9
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