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Upbound Group

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.42% more ownership

Funds ownership: 80.76%83.19% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.45M
Puts
$700K
Net Calls
Net Calls Change

Top Buyers

1 +$24M
2 +$22.2M
3 +$7.61M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.6M
5
BlackRock
BlackRock
New York
+$6.05M

Top Sellers

1 -$43.2M
2 -$5.34M
3 -$4.52M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.26M
5
Bank of America
Bank of America
North Carolina
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$272M
2
$233M
3
$197M
4
$81.4M
5
$73M
6
$67.1M
7
$47.8M
8
$40.2M
9
$38.1M
10
$38M
11
$30.5M
12
$27.5M
13
$26.4M
14
$25.8M
15
$19.5M
16
$17.5M
17
$14.8M
18
$14.3M
19
$13.8M
20
$13.4M
21
$12.2M
22
$11.1M
23
$9.8M
24
$8.24M
25
$7.91M