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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 %
DFCM
251
Dark Forest Capital Management
Puerto Rico
$42K +$42K +798 New
FHA
252
First Horizon Advisors
Tennessee
$41K +$35.5K +684 +651%
EVM
253
Eaton Vance Management
Massachusetts
$39K +$21.5K +409 +123%
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$160 +3 +0.5%
JPLA
255
Joseph P. Lucia & Associates
New York
$27K +$27K +500 New
TSW
256
Thompson Siegel & Walmsley
Virginia
$24K – – –
AF
257
Advisornet Financial
Minnesota
$23K – – –
BWA
258
BDO Wealth Advisors
Florida
$21K -$840 -16 -4%
TWA
259
TCI Wealth Advisors
Arizona
$17K -$626 -12 -4%
NFSG
260
Newbridge Financial Services Group
Florida
$16K +$104 +2 +0.7%
ST
261
Sageworth Trust
Pennsylvania
$15K +$15K +290 New
MCM
262
MV Capital Management
Maryland
$11K +$11K +200 New
HIM
263
Hillsdale Investment Management
Ontario, Canada
$10K -$6.5M -123,480 -100%
GEA
264
Glen Eagle Advisors
New Jersey
$8.76K +$8.76K +165 New
PFBT
265
Parkside Financial Bank & Trust
Missouri
$8K +$700 +14 +10%
SC
266
Solstein Capital
California
$7K – – –
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K +$7K +140 New
ACM
268
AUA Capital Management
Pennsylvania
$6K -$246 -5 -4%
SPIA
269
Steward Partners Investment Advisory
New York
$6K +$6K +105 New
NFG
270
Next Financial Group
Texas
$5K -$5K -100 -50%
TFO
271
Tarbox Family Office
California
$5K – – –
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$5K +$5K +100 New
AIM
273
Anchor Investment Management
South Carolina
$4.88K – – –
AssetMark Inc
274
AssetMark Inc
California
$4K -$103 -2 -3%
BWL
275
Bogart Wealth LLC
Virginia
$4K – – –
9 10
11
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