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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 %
TWA
251
TCI Wealth Advisors
Arizona
$22K +$3.61K +64 +20%
NFSG
252
Newbridge Financial Services Group
Florida
$17K +$109 +2 +0.6%
SPIA
253
Steward Partners Investment Advisory
New York
$17K +$11.2K +204 +194%
ST
254
Sageworth Trust
Pennsylvania
$16K – – –
FHA
255
First Horizon Advisors
Tennessee
$14K -$28K -526 -67%
MCM
256
MV Capital Management
Maryland
$11K – – –
FMP
257
Financial Management Professionals
Texas
$11K +$11K +204 New
PFBT
258
Parkside Financial Bank & Trust
Missouri
$9K +$220 +4 +3%
LWANC
259
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
SC
260
Solstein Capital
California
$8K – – –
ACM
261
AUA Capital Management
Pennsylvania
$6K -$536 -10 -8%
NFG
262
Next Financial Group
Texas
$6K – – –
CHA
263
Carmichael Hill & Associates
Maryland
$6K +$6K +100 New
TFO
264
Tarbox Family Office
California
$5K – – –
AssetMark Inc
265
AssetMark Inc
California
$4K – – –
QCG
266
Quadrant Capital Group
Ohio
$4K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$4K +$4K +72 New
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$589 – – –
BC
269
Brookfield Corp
Ontario, Canada
– -$4.86M -91,620 Closed
Nomura Holdings
270
Nomura Holdings
Japan
– -$4.7M -88,615 Closed
Acadian Asset Management
271
Acadian Asset Management
Massachusetts
– -$4.04M -76,055 Closed
RC
272
Roubaix Capital
Colorado
– -$3.96M -74,517 Closed
TC
273
TwinBeech Capital
New York
– -$2.99M -56,324 Closed
PP
274
PDT Partners
New York
– -$2.8M -52,703 Closed
Assenagon Asset Management
275
Assenagon Asset Management
Luxembourg
– -$2.6M -48,937 Closed
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