UPBD icon

Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$195M
2
NI
NFC Investments
Tennessee
$9.91M
3
Millennium Management
Millennium Management
New York
$18.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$23.9M
5
American Century Companies
American Century Companies
Missouri
$7.19M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$40M
3
CGM
Capital Growth Management
Massachusetts
$0
4
Victory Capital Management
Victory Capital Management
Texas
$983K
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$11K +$7.42K +149 +207%
FHA
227
First Horizon Advisors
Tennessee
$10K -$3.15K -63 -24%
MCM
228
MV Capital Management
Maryland
$10K – – –
STCOSD
229
Sageworth Trust Company of South Dakota
South Dakota
$10K +$10K +217 New
UB
230
UMB Bank
Missouri
$9K +$9K +177 New
PA
231
Parallel Advisors
California
$9K +$9K +188 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$7K -$359 -8 -5%
SC
233
Solstein Capital
California
$7K – – –
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
ACM
235
AUA Capital Management
Pennsylvania
$5K -$185 -4 -4%
CHA
236
Carmichael Hill & Associates
Maryland
$5K – – –
TFO
237
Tarbox Family Office
California
$4K – – –
AssetMark Inc
238
AssetMark Inc
California
$4K +$100 +2 +3%
ST
239
Sageworth Trust
Pennsylvania
$3K -$9.99K -223 -77%
QCG
240
Quadrant Capital Group
Ohio
$3K -$85 -2 -3%
S
241
SignatureFD
Georgia
$3K +$3K +62 New
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.59K -$16 -330 -1%
CA
243
Cornerstone Advisory
Maryland
$1K +$1K +10 New
JWA
244
JFS Wealth Advisors
Pennsylvania
$1K +$1K +13 New
C
245
Covestor
United Kingdom
$1K +$1K +23 New
HRCM
246
Hood River Capital Management
Florida
– -$71.8M -1,276,821 Closed
CGM
247
Capital Growth Management
Massachusetts
– -$14.6M -260,000 Closed
CHM
248
Collaborative Holdings Management
New York
– -$11.4M -202,000 Closed
Arrowstreet Capital
249
Arrowstreet Capital
Massachusetts
– -$10M -178,780 Closed
MPAM
250
Monarch Partners Asset Management
Massachusetts
– -$6.12M -108,788 Closed
8 9
10
11 12