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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $1.96B invested in Upbound Group in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
81
Reduced
92
Closed
40
Calls
$16.8M
Puts
$11.1M
Net Calls
+$5.76M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
BlackRock
New York
+$18M
2
HRCM
Hood River Capital Management
Florida
+$16.2M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$10.8M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.88M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.87M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$23M
2
Renaissance Technologies
Renaissance Technologies
New York
-$16.8M
3
JAM
Jupiter Asset Management
United Kingdom
-$12.5M
4
RA
Royce & Associates
New York
-$12.1M
5
CGM
Capital Growth Management
Massachusetts
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
226
Thompson Siegel & Walmsley
Virginia
$17K -$6.61K -175 -28%
AF
227
Advisornet Financial
Minnesota
$17K – – –
BWA
228
BDO Wealth Advisors
Florida
$16K +$15.4K +400 +2,500%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$119 +3 +1%
NFSG
230
Newbridge Financial Services Group
Florida
$12K +$12K +305 New
NFG
231
Next Financial Group
Texas
$11K +$11K +300 New
Walleye Trading
232
Walleye Trading
New York
$10K +$10K +251 New
TWA
233
TCI Wealth Advisors
Arizona
$9K +$836 +21 +10%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$6K +$2.71K +66 +83%
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$6K +$6K +157 New
ACM
236
AUA Capital Management
Pennsylvania
$5K – – –
FHA
237
First Horizon Advisors
Tennessee
$4K – – –
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$4K +$3.46K +95 +633%
MAM
239
Meeder Asset Management
Ohio
$3K -$2.26M -56,564 -100%
AssetMark Inc
240
AssetMark Inc
California
$3K – – –
QCG
241
Quadrant Capital Group
Ohio
$3K – – –
TFO
242
Tarbox Family Office
California
$3K – – –
FPS
243
Fieldpoint Private Securities
Connecticut
$3K +$3K +85 New
AIG
244
American International Group
New York
$1.25K -$30 -789 -2%
CWA
245
Carolina Wealth Advisors
South Carolina
$1K – – –
CGM
246
Capital Growth Management
Massachusetts
– -$8.37M -280,000 Closed
AL
247
AJO LP
Pennsylvania
– -$5.81M -194,278 Closed
NCM
248
Nantahala Capital Management
Connecticut
– -$5.3M -177,165 Closed
SCM
249
Shelton Capital Management
Colorado
– -$3.45M -115,427 Closed
Group One Trading
250
Group One Trading
Illinois
– -$3.25M -108,653 Closed
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