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Upbound Group
UPBD

Overview Fund Activity

233 hedge funds and large institutions have $1.54B invested in Upbound Group in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
63
Reduced
93
Closed
24
Calls
$3.45M
Puts
$700K
Net Calls
+$2.75M
Net Calls Change
+$804K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$7.61M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.6M
5
BlackRock
5
BlackRock
New York
$272M

Top Sellers

1
EC
1
Engaged Capital
California
$81.4M
2
IP
2
Interval Partners
New York
$1.28M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$25.8M
5
Bank of America
5
Bank of America
North Carolina
$30.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$272M 7,994,748 +178,047 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M 6,849,791 +654,028 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$197M 5,796,072 -6,200 -0.1%
EC
4
Engaged Capital
California
$81.4M 2,396,916 -1,270,457 -35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73M 2,148,331 +62,832 +3%
State Street
6
State Street
Massachusetts
$67.1M 1,952,821 -69,281 -3%
IC
7
IEQ Capital
California
$47.8M 1,406,940 -25,469 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$40.2M 1,184,352 +101,620 +9%
Morgan Stanley
9
Morgan Stanley
New York
$38.1M 1,120,224 +707,627 +172%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38M 1,117,437 +35,754 +3%
Bank of America
11
Bank of America
North Carolina
$30.5M 896,879 -116,721 -12%
Charles Schwab
12
Charles Schwab
California
$27.5M 810,353 -13,033 -2%
American Century Companies
13
American Century Companies
Missouri
$26.4M 778,346 +46,624 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.8M 760,760 -125,294 -14%
Northern Trust
15
Northern Trust
Illinois
$19.5M 573,610 -11,390 -2%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$17.5M 515,561 +1,544 +0.3%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$14.8M 436,621 +2,082 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$14.3M 421,293 +10,459 +3%
Invesco
19
Invesco
Georgia
$13.8M 407,156 -73,449 -15%
HCM
20
Huber Capital Management
California
$13.4M 393,191 -98,840 -20%
Norges Bank
21
Norges Bank
Norway
$12.2M 358,254 -25,440 -7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$11.1M 327,463 -77,279 -19%
Federated Hermes
23
Federated Hermes
Pennsylvania
$9.8M 288,425 -7,966 -3%
BFA
24
Bragg Financial Advisors
North Carolina
$8.24M 242,613 +30,513 +14%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.91M 232,864 -14,040 -6%
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