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Upbound Group
UPBD

Overview Fund Activity

240 hedge funds and large institutions have $1.36B invested in Upbound Group in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 38 closing their positions.

Holders
240
Holders Change
-4
Holders Change %
-1.64%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
91
Reduced
76
Closed
38
Calls
$2.34M
Puts
$309K
Net Calls
+$2.03M
Net Calls Change
+$477K

Top Buyers

1
BlackRock
1
BlackRock
New York
$264M
2
KCM
2
Kennedy Capital Management
Missouri
$10.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$10.2M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$11.4M
5
Universal-Beteiligungs- und Servicegesellschaft
5
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.73M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$913K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$264M 9,041,578 +360,372 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M 6,781,075 +113,212 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M 4,239,068 -81,925 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$67.9M 2,328,229 +92,766 +4%
State Street
5
State Street
Massachusetts
$63.4M 2,148,176 +119,952 +6%
LSV Asset Management
6
LSV Asset Management
Illinois
$45.9M 1,574,823 -107,130 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$35.6M 1,219,661 +1,781 +0.1%
Charles Schwab
8
Charles Schwab
California
$28.4M 974,186 +60,139 +7%
HCM
9
Huber Capital Management
California
$25M 856,147 +18,343 +2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$23.7M 811,604 -34,478 -4%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$23.3M 799,757 +105,380 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.3M 797,478 +54,771 +7%
IC
13
IEQ Capital
California
$21.8M 748,956 -7,542 -1%
Northern Trust
14
Northern Trust
Illinois
$19M 653,053 +117,926 +22%
Morgan Stanley
15
Morgan Stanley
New York
$17.9M 612,438 -19,819 -3%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$17.2M 588,149 -20,622 -3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$16.3M 559,120 +153,551 +38%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$16M 548,896 -134,532 -20%
Invesco
19
Invesco
Georgia
$12.7M 434,819 +60,934 +16%
BFA
20
Bragg Financial Advisors
North Carolina
$11.8M 406,171 +50,133 +14%
PFMOSF
21
Philadelphia Financial Management of San Francisco
California
$11.4M 390,738 +264,599 +210%
Barclays
22
Barclays
United Kingdom
$10.6M 363,770 +47,545 +15%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$10.6M 362,525 +42,695 +13%
Marshall Wace
24
Marshall Wace
United Kingdom
$10.2M 350,949 +270,064 +334%
KCM
25
Kennedy Capital Management
Missouri
$10.2M 350,162 +350,162 New
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