UPBD icon

Upbound Group
UPBD

Overview Fund Activity

270 hedge funds and large institutions have $2.9B invested in Upbound Group in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.75%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
56
Increased
74
Reduced
116
Closed
32
Calls
$20.6M
Puts
$18.6M
Net Calls
+$2.02M
Net Calls Change
-$3.74M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.3M
2
SCP
Steamboat Capital Partners
New York
+$24.9M
3
BlackRock
BlackRock
New York
+$20.4M
4
KCM
Kennedy Capital Management
Missouri
+$20.1M
5
RJA
Raymond James & Associates
Florida
+$11.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$30.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$15.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.1M
4
Man Group
Man Group
United Kingdom
-$11.7M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
226
Simplex Trading
Illinois
$181K -$1.08M -18,791 -86%
VI
227
Vestcor Inc
New Brunswick, Canada
$157K -$57.1K -993 -27%
AIC
228
Ameritas Investment Company
Nebraska
$135K +$135K +2,347 New
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$132K -$309K -5,358 -70%
Macquarie Group
230
Macquarie Group
Australia
$99K -$148K -2,582 -60%
CFA
231
Carroll Financial Associates
North Carolina
$89K +$89K +1,547 New
HI
232
Harbour Investments
Wisconsin
$87K +$87K +1,502 New
CA
233
Clearstead Advisors
Ohio
$86K – – –
FPS
234
Fieldpoint Private Securities
Connecticut
$84K +$79.1K +1,370 +1,612%
US Bancorp
235
US Bancorp
Minnesota
$72K – – –
CWA
236
Carolina Wealth Advisors
South Carolina
$66K +$65.1K +1,138 +7,587%
WT
237
Whittier Trust
California
$65K – – –
CG
238
Cutler Group
California
$65K +$6.83K +120 +12%
HFM
239
Harvest Fund Management
China
$59K +$59K +1,024 New
WWM
240
Wolff Wiese Magana
California
$58K – – –
SWA
241
Sutton Wealth Advisors
Florida
$49.1K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
PHK
243
Point72 Hong Kong
Hong Kong
$41K -$30.4K -528 -43%
NICM
244
Neo Ivy Capital Management
New York
$39K +$39K +674 New
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$20.4K +352 +116%
PI
246
PEAK6 Investments
Illinois
$29K -$2.01M -35,171 -99%
TSW
247
Thompson Siegel & Walmsley
Virginia
$26K – – –
AF
248
Advisornet Financial
Minnesota
$25K – – –
BWA
249
BDO Wealth Advisors
Florida
$24K – – –
TWA
250
TCI Wealth Advisors
Arizona
$19K +$6.3K +112 +50%
8 9
10
11 12