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Upbound Group
UPBD

Overview Fund Activity

248 hedge funds and large institutions have $1.53B invested in Upbound Group in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 32 closing their positions.

Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
102
Reduced
77
Closed
32
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M

Top Buyers

1
IC
1
IEQ Capital
California
$148M
2
CCPM
2
Cooper Creek Partners Management
New York
$42.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$198M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$12.2M
5
HCM
5
Huber Capital Management
California
$22.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.21M
2
EC
2
Engaged Capital
California
$35.8M
3
SCM
3
SG Capital Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$6.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$244M 7,945,921 -45,684 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M 6,462,247 +456,753 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$177M 5,757,961 +118,364 +2%
IC
4
IEQ Capital
California
$148M 4,827,021 +2,557,906 +113%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.7M 2,173,377 -13,191 -0.6%
State Street
6
State Street
Massachusetts
$61.7M 1,984,410 -47,132 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$52M 1,693,553 -142 -0%
CCPM
8
Cooper Creek Partners Management
New York
$42.7M 1,390,840 +832,818 +149%
EC
9
Engaged Capital
California
$35.8M 1,167,051 -498,657 -30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.7M 1,163,453 +27,713 +2%
Charles Schwab
11
Charles Schwab
California
$27M 880,880 +49,407 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.4M 761,765 +15,219 +2%
HCM
13
Huber Capital Management
California
$22.9M 745,299 +253,104 +51%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$21.3M 694,376 +55,017 +9%
Morgan Stanley
15
Morgan Stanley
New York
$20.2M 657,241 +142,236 +28%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$16.2M 528,954 +114,963 +28%
Northern Trust
17
Northern Trust
Illinois
$16M 521,277 -20,705 -4%
Marshall Wace
18
Marshall Wace
United Kingdom
$12.2M 395,888 +376,129 +1,904%
Invesco
19
Invesco
Georgia
$12M 389,893 +13,261 +4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$11.1M 360,660 -361,928 -50%
Goldman Sachs
21
Goldman Sachs
New York
$10.9M 354,267 -52,858 -13%
BFA
22
Bragg Financial Advisors
North Carolina
$10.8M 353,238 +100,525 +40%
Bank of America
23
Bank of America
North Carolina
$9.21M 299,941 -715,006 -70%
Federated Hermes
24
Federated Hermes
Pennsylvania
$8.69M 283,192 -699 -0.2%
Verition Fund Management
25
Verition Fund Management
Connecticut
$8.18M 266,462 +102,430 +62%
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