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Upbound Group
UPBD

Overview Fund Activity

270 hedge funds and large institutions have $2.86B invested in Upbound Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-14
Holders Change %
-4.93%
% of All Funds
4.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
81
Reduced
118
Closed
49
Calls
$18.6M
Puts
$12.6M
Net Calls
+$6M
Net Calls Change
+$13.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
4
Millennium Management
New York
$12.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
4
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Arabesque Asset Management
United Kingdom
$208K -$2.64M -46,782 -93%
VF
227
Virtu Financial
New York
$208K +$208K +3,697 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$191K +$1.7K +30 +0.9%
DFCM
229
Dark Forest Capital Management
Puerto Rico
$173K +$128K +2,284 +286%
US Bancorp
230
US Bancorp
Minnesota
$155K +$17.6K +311 +13%
VI
231
Vestcor Inc
New Brunswick, Canada
$153K – – –
BFEC
232
Benjamin F. Edwards & Company
Missouri
$151K +$30K +533 +25%
VNIM
233
Vaughan Nelson Investment Management
Texas
$123K +$123K +2,194 New
TFA
234
Toth Financial Advisory
Virginia
$97K -$731K -13,000 -88%
Macquarie Group
235
Macquarie Group
Australia
$97K – – –
HI
236
Harbour Investments
Wisconsin
$96K -$5.27K -94 -5%
AWM
237
Atticus Wealth Management
Florida
$91K +$91K +1,614 New
FPS
238
Fieldpoint Private Securities
Connecticut
$89K -$9.78K -173 -10%
Ohio Public Employees Retirement System (OPERS)
239
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K -$3.1K -55 -3%
TRCT
240
Tower Research Capital (TRC)
New York
$79K -$423K -7,492 -84%
CA
241
Clearstead Advisors
Ohio
$79K – – –
CWA
242
Carolina Wealth Advisors
South Carolina
$76K -$562 -10 -0.7%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$69K -$42.8K -768 -38%
WWM
244
Wolff Wiese Magana
California
$56K – – –
SWA
245
Sutton Wealth Advisors
Florida
$47.9K – – –
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$40.4K +$40.4K +719 New
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$168 +3 +0.5%
TSW
248
Thompson Siegel & Walmsley
Virginia
$31K +$5.64K +100 +22%
AF
249
Advisornet Financial
Minnesota
$24K – – –
BWA
250
BDO Wealth Advisors
Florida
$22K – – –
8 9
10
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