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Upbound Group
UPBD

Overview Fund Activity

244 hedge funds and large institutions have $1.44B invested in Upbound Group in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 35 closing their positions.

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
103
Reduced
77
Closed
35
Calls
$2.88M
Puts
$1.32M
Net Calls
+$1.56M
Net Calls Change
+$235K

Top Buyers

1
BlackRock
1
BlackRock
New York
$278M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$27.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$19.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$13M
5
Goldman Sachs
5
Goldman Sachs
New York
$18M

Top Sellers

1
IC
1
IEQ Capital
California
$24.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$138M
3
CCPM
3
Cooper Creek Partners Management
New York
$0
4
EC
4
Engaged Capital
California
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$278M 8,681,206 +735,285 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M 6,667,863 +205,616 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$138M 4,320,993 -1,436,968 -25%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71.5M 2,235,463 +62,086 +3%
State Street
5
State Street
Massachusetts
$64.9M 2,028,224 +43,814 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$53.8M 1,681,953 -11,600 -0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$39M 1,217,880 +54,427 +5%
Charles Schwab
8
Charles Schwab
California
$29.2M 914,047 +33,167 +4%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$27.1M 846,082 +485,422 +135%
HCM
10
Huber Capital Management
California
$26.8M 837,804 +92,505 +12%
IC
11
IEQ Capital
California
$24.2M 756,498 -4,070,523 -84%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.8M 742,707 -19,058 -3%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$22.2M 694,377 +1 +0%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$21.9M 683,428 +154,474 +29%
Morgan Stanley
15
Morgan Stanley
New York
$20.2M 632,257 -24,984 -4%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$19.5M 608,771 +408,950 +205%
Goldman Sachs
17
Goldman Sachs
New York
$18M 561,949 +207,682 +59%
Northern Trust
18
Northern Trust
Illinois
$17.1M 535,127 +13,850 +3%
Bank of America
19
Bank of America
North Carolina
$15.2M 476,249 +176,308 +59%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$13M 405,569 +391,888 +2,864%
Invesco
21
Invesco
Georgia
$12M 373,885 -16,008 -4%
BFA
22
Bragg Financial Advisors
North Carolina
$11.4M 356,038 +2,800 +0.8%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$10.2M 319,830 +185,915 +139%
Barclays
24
Barclays
United Kingdom
$10.1M 316,225 +94,333 +43%
Federated Hermes
25
Federated Hermes
Pennsylvania
$9.62M 300,727 +17,535 +6%
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