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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 %
BFM
251
Boothbay Fund Management
New York
– -$4.11M -73,145 Closed
Two Sigma Investments
252
Two Sigma Investments
New York
– -$3.36M -59,799 Closed
Amundi
253
Amundi
France
– -$3.18M -56,570 Closed
TD Asset Management
254
TD Asset Management
Ontario, Canada
– -$2.91M -51,700 Closed
TPM
255
Triasima Portfolio Management
Quebec, Canada
– -$2.42M -42,990 Closed
AWM
256
Avitas Wealth Management
California
– -$2.42M -42,986 Closed
Jacobs Levy Equity Management
257
Jacobs Levy Equity Management
New Jersey
– -$2.33M -41,385 Closed
PI
258
PEAK6 Investments
Illinois
– -$2.2M -39,102 Closed
MAM
259
Meeder Asset Management
Ohio
– -$1.5M -26,734 Closed
E
260
Ergoteles
New York
– -$1.36M -24,100 Closed
PCM
261
Penserra Capital Management
California
– -$1.33M -23,640 Closed
HI
262
Human Investing
Oregon
– -$1.04M -18,495 Closed
Commonwealth Equity Services
263
Commonwealth Equity Services
Massachusetts
– -$1.02M -18,081 Closed
FHB
264
First Hawaiian Bank
Hawaii
– -$771K -13,723 Closed
WAM
265
Wakefield Asset Management
Colorado
– -$748K -13,306 Closed
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
– -$646K -11,497 Closed
FDS
267
Freedom Day Solutions
Texas
– -$641K -11,410 Closed
PP
268
Paloma Partners
Connecticut
– -$632K -11,241 Closed
DM
269
Delphi Management
Massachusetts
– -$445K -7,911 Closed
EGM
270
Engineers Gate Manager
New York
– -$350K -6,231 Closed
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
– -$347K -6,175 Closed
FRM
272
Fox Run Management
Connecticut
– -$329K -5,860 Closed
ACI
273
AMP Capital Investors
Australia
– -$315K -5,600 Closed
Simplex Trading
274
Simplex Trading
Illinois
– -$303K -5,593 Closed
ECM
275
ExodusPoint Capital Management
New York
– -$305K -5,431 Closed
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