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Upbound Group
UPBD

Overview Fund Activity

284 hedge funds and large institutions have $2.76B invested in Upbound Group in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+14
Holders Change %
+5.19%
% of All Funds
4.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
45
Increased
119
Reduced
88
Closed
29
Calls
$13.7M
Puts
$21.2M
Net Calls
-$7.44M
Net Calls Change
-$9.46M

Top Buyers

1
BlackRock
BlackRock
New York
$521M
2
Vanguard Group
Vanguard Group
Pennsylvania
$418M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
4
State Street
State Street
Massachusetts
$108M
5
CGM
Capital Growth Management
Massachusetts
$17.8M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.04M
2
EC
Engaged Capital
California
$125M
3
Renaissance Technologies
Renaissance Technologies
New York
$86.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
226
Alpha Paradigm Partners
Illinois
$219K +$219K +4,122 New
CAGAS
227
Capital Advisory Group Advisory Services
Minnesota
$217K +$217K +4,091 New
CBN
228
Cadence Bank NA
Texas
$214K – – –
PAMU
229
Pictet Asset Management (UK)
United Kingdom
$212K – – –
CAN
230
Cetera Advisor Networks
California
$208K -$19.1K -360 -8%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$207K +$207K +3,905 New
SCM
232
Shelton Capital Management
Colorado
$204K +$204K +3,850 New
ASN
233
Advisory Services Network
Georgia
$190K -$743 -14 -0.4%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$179K +$1.61K +30 +0.9%
VI
235
Vestcor Inc
New Brunswick, Canada
$145K – – –
US Bancorp
236
US Bancorp
Minnesota
$129K +$62.9K +1,186 +95%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$114K +$114K +2,152 New
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$106K +$106K +2,006 New
FPS
239
Fieldpoint Private Securities
Connecticut
$104K +$17.4K +293 +20%
HI
240
Harbour Investments
Wisconsin
$96K +$16.1K +303 +20%
Macquarie Group
241
Macquarie Group
Australia
$91K – – –
Ohio Public Employees Retirement System (OPERS)
242
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K -$37.4K -704 -31%
CA
243
Clearstead Advisors
Ohio
$74K -$5.29K -100 -7%
CWA
244
Carolina Wealth Advisors
South Carolina
$72K +$11.1K +210 +18%
WT
245
Whittier Trust
California
$60K – – –
HFM
246
Harvest Fund Management
China
$55K – – –
FGAM
247
Financial Gravity Asset Management
Texas
$53K – – –
WWM
248
Wolff Wiese Magana
California
$53K – – –
SWA
249
Sutton Wealth Advisors
Florida
$45.2K – – –
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
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