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Upbound Group

247 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, 101 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.01M

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

6.31% more ownership

Funds ownership: 84.86%91.17% (+6.3%)

2% more funds holding

Funds holding: 243247 (+4)

6% less capital invested

Capital invested by funds: $1.63B → $1.53B (-$99.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.57%
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
101
Reduced
77
Closed
33
Calls
$2.33M
Puts
$1.01M
Net Calls
+$1.32M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M -$1.46M -45,684 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M +$14.6M +456,753 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$177M +$3.78M +118,364 +2%
IC
4
IEQ Capital
California
$148M +$81.7M +2,557,906 +113%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.7M -$421K -13,191 -0.6%
State Street
6
State Street
Massachusetts
$61.7M -$1.51M -47,132 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$52M -$4.54K -142 -0%
CCPM
8
Cooper Creek Partners Management
New York
$42.7M +$26.6M +832,818 +149%
EC
9
Engaged Capital
California
$35.8M -$15.9M -498,657 -30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.7M +$885K +27,713 +2%
Charles Schwab
11
Charles Schwab
California
$27M +$1.58M +49,407 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.4M +$486K +15,219 +2%
HCM
13
Huber Capital Management
California
$22.9M +$8.09M +253,104 +51%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$21.3M +$1.76M +55,017 +9%
Morgan Stanley
15
Morgan Stanley
New York
$20.2M +$4.54M +142,236 +28%
N
16
Nuveen
North Carolina
$16.2M +$3.67M +114,963 +28%
Northern Trust
17
Northern Trust
Illinois
$16M -$661K -20,705 -4%
Marshall Wace
18
Marshall Wace
United Kingdom
$12.2M +$12M +376,129 +1,904%
Invesco
19
Invesco
Georgia
$12M +$424K +13,261 +4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$11.1M -$11.6M -361,928 -50%
Goldman Sachs
21
Goldman Sachs
New York
$10.9M -$1.69M -52,858 -13%
BFA
22
Bragg Financial Advisors
North Carolina
$10.8M +$3.21M +100,525 +40%
Bank of America
23
Bank of America
North Carolina
$9.21M -$22.8M -715,006 -70%
Federated Hermes
24
Federated Hermes
Pennsylvania
$8.69M -$22.3K -699 -0.2%
Verition Fund Management
25
Verition Fund Management
Connecticut
$8.18M +$3.27M +102,430 +62%