Upbound Group
UPBD
245 hedge funds and large institutions have $1.45B invested in Upbound Group in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 33 closing their positions.
118% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $1.32M
32% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 78
1% less funds holding
Funds holding: 247 → 245 (-2)
3% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 33
5% less capital invested
Capital invested by funds: $1.53B → $1.45B (-$83.6M)
8.49% less ownership
Funds ownership: 91.17% → 82.68% (-8.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$23.6M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$13.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.6M |
| 5 |
Goldman Sachs
New York
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
-$131M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.2M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
-$42.7M |
| 4 |
EC
Engaged Capital
Newport Beach,
California
|
-$35.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$10.1M |
UPBD Hedge Fund Activity: Q3 2024 in Review
245 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2024, worth a combined $1.45B — down 5.5% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of UPBD and 32 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 103 added.
The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was IEQ Capital, cutting an estimated $131M.
- 245 institutional investors held Upbound Group (UPBD) as of Q3 2024, down from 247 in Q2 2024.
- Funds reported $1.45B of Upbound Group stock for Q3 2024, down 5.5% quarter-over-quarter.
- 32 funds opened new Upbound Group positions in Q3 2024 and 33 closed out, a net change of -1 holder.
- The largest Upbound Group buyer in Q3 2024 was BlackRock, an estimated $23.6M added.
- The largest Upbound Group seller in Q3 2024 was IEQ Capital, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2024.