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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 %
EVM
251
Eaton Vance Management
Massachusetts
$19K +$19K +333 New
NFSG
252
Newbridge Financial Services Group
Florida
$18K +$117 +2 +0.7%
SFS
253
Sowell Financial Services
Arkansas
$14K +$14K +233 New
FMP
254
Financial Management Professionals
Texas
$14K +$14K +244 New
NFG
255
Next Financial Group
Texas
$12K -$6K -100 -33%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$8K – – –
SC
257
Solstein Capital
California
$8K +$8K +136 New
ACM
258
AUA Capital Management
Pennsylvania
$7K -$606 -11 -8%
AIM
259
Anchor Investment Management
South Carolina
$5.31K +$5.31K +92 New
AssetMark Inc
260
AssetMark Inc
California
$5K -$500 -8 -9%
FHA
261
First Horizon Advisors
Tennessee
$5K – – –
TFO
262
Tarbox Family Office
California
$5K – – –
BWL
263
Bogart Wealth LLC
Virginia
$5K +$5K +79 New
QCG
264
Quadrant Capital Group
Ohio
$4K – – –
AIG
265
American International Group
New York
$1.86K -$20 -350 -1%
MGIM
266
M&G Investment Management
United Kingdom
$1.31K +$1.31K +22,636 New
Mitsubishi UFJ Trust & Banking
267
Mitsubishi UFJ Trust & Banking
Japan
$1K -$380K -9,875 -100%
PA
268
Parallel Advisors
California
$1K +$1K +21 New
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$574 -$519 -9,000 -47%
FGAM
270
Financial Gravity Asset Management
Texas
$76 +$76 +1 New
HA
271
Heartland Advisors
Wisconsin
– -$4.79M -125,000 Closed
SCM
272
SG Capital Management
Illinois
– -$3.7M -96,563 Closed
IECM
273
Intrinsic Edge Capital Management
Illinois
– -$3.56M -93,001 Closed
Two Sigma Investments
274
Two Sigma Investments
New York
– -$3.54M -92,448 Closed
HAI
275
Hennessy Advisors Inc
California
– -$3.26M -85,100 Closed
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