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Upbound Group
UPBD

Overview Fund Activity

243 hedge funds and large institutions have $1.63B invested in Upbound Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
80
Reduced
92
Closed
28
Calls
$4.41M
Puts
$1.82M
Net Calls
+$2.59M
Net Calls Change
-$164K

Top Buyers

1
IC
1
IEQ Capital
California
$79.9M
2
CCPM
2
Cooper Creek Partners Management
New York
$19.6M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$59.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.4M
5
SCM
5
SG Capital Management
Illinois
$12.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$199M
2
EC
2
Engaged Capital
California
$58.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.1M
4
American Century Companies
4
American Century Companies
Missouri
$20.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$281M 7,991,605 -3,143 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M 6,005,494 +209,422 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M 5,639,597 -1,210,194 -18%
IC
4
IEQ Capital
California
$79.9M 2,269,115 +862,175 +61%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77M 2,186,568 +38,237 +2%
State Street
6
State Street
Massachusetts
$71.5M 2,031,542 +78,721 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$59.6M 1,693,695 +509,343 +43%
EC
8
Engaged Capital
California
$58.6M 1,665,708 -731,208 -31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40M 1,135,740 +18,303 +2%
Bank of America
10
Bank of America
North Carolina
$35.7M 1,014,947 +118,068 +13%
Charles Schwab
11
Charles Schwab
California
$29.3M 831,473 +21,120 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.3M 746,546 -14,214 -2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$25.4M 722,588 +498,765 +223%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$22.5M 639,359 +123,798 +24%
American Century Companies
15
American Century Companies
Missouri
$20.8M 590,871 -187,475 -24%
CCPM
16
Cooper Creek Partners Management
New York
$19.6M 558,022 +558,022 New
Northern Trust
17
Northern Trust
Illinois
$19.1M 541,982 -31,628 -6%
Morgan Stanley
18
Morgan Stanley
New York
$18.1M 515,005 -605,219 -54%
HCM
19
Huber Capital Management
California
$17.3M 492,195 +99,004 +25%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$14.6M 413,991 -22,630 -5%
Goldman Sachs
21
Goldman Sachs
New York
$14.3M 407,125 -14,168 -3%
Invesco
22
Invesco
Georgia
$13.3M 376,632 -30,524 -7%
SCM
23
SG Capital Management
Illinois
$12.2M 346,439 +346,439 New
Norges Bank
24
Norges Bank
Norway
$11.8M 334,352 -23,902 -7%
Federated Hermes
25
Federated Hermes
Pennsylvania
$10M 283,891 -4,534 -2%
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