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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 %
US Bancorp
201
US Bancorp
Minnesota
$13.6K – – –
MCM
202
Mainstream Capital Management
California
$13.2K +$13.2K +453 New
Simplex Trading
203
Simplex Trading
Illinois
$13K +$13K +469 New
AF
204
Advisornet Financial
Minnesota
$12.6K – – –
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$11.4K – – –
FFA
206
Farther Finance Advisors
California
$9.98K -$3.56K -122 -26%
PWA
207
Physician Wealth Advisors
Utah
$9.86K +$9.86K +338 New
Barrow, Hanley, Mewhinney & Strauss
208
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.77K – – –
PAS
209
Point72 Asia (Singapore)
Singapore
$9.2K +$9.2K +315 New
CIAM
210
Caitong International Asset Management
Hong Kong
$7.26K +$7.26K +249 New
GI
211
GAMMA Investing
California
$6.74K -$1.28K -44 -16%
QCG
212
Quadrant Capital Group
Ohio
$6.59K -$817 -28 -11%
IA
213
IFP Advisors
Florida
$5.86K +$29 +1 +0.5%
TSMHT
214
Thurston Springer Miller Herd & Titak
Indiana
$5.83K +$5.83K +200 New
HWM
215
Hemington Wealth Management
Virginia
$5K – – –
S
216
SignatureFD
Georgia
$3.33K -$1.6K -55 -33%
PA
217
Parallel Advisors
California
$3.15K +$175 +6 +6%
AEPWM
218
Atlantic Edge Private Wealth Management
Florida
$2.92K -$14.6K -500 -83%
EWA
219
EverSource Wealth Advisors
Alabama
$2.83K +$321 +11 +13%
SS
220
SBI Securities
Japan
$2.63K +$2.63K +90 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2.16K +$292 +10 +16%
UB
222
UMB Bank
Missouri
$2.1K -$700 -24 -25%
Bessemer Group
223
Bessemer Group
New Jersey
$2K – – –
EBA
224
Eagle Bay Advisors
New York
$1.69K +$207 +7 +14%
SCM
225
Sterling Capital Management
North Carolina
$1.6K – – –
7 8
9
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