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Upbound Group

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

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

48% more capital invested

Capital invested by funds: $1.96B → $2.9B (+$934M)

11% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $18.6M

9% more funds holding

Funds holding: 247270 (+23)

0.97% less ownership

Funds ownership: 93.41%92.44% (-0.97%)

36% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 116

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
276
Marshall Wace
United Kingdom
-$2.25M -58,892 Closed
MWNA
277
Marshall Wace North America
New York
-$2.22M -57,918 Closed
BC
278
Brookfield Corp
Ontario, Canada
-$2.13M -55,756 Closed
IRC
279
Investors Research Corp
Georgia
-$1.37M -35,775 Closed
BAM
280
Blueshift Asset Management
New Jersey
-$1.37M -35,709 Closed
AI
281
Atom Investors
Texas
-$715K -18,680 Closed
MSA
282
Mason Street Advisors
Wisconsin
-$696K -18,180 Closed
QT
283
Quantbot Technologies
New York
-$551K -14,391 Closed
BIM
284
Bogle Investment Management
Massachusetts
-$490K -12,800 Closed
NERM
285
New England Research & Management
Illinois
-$483K -12,625 Closed
NA
286
Navellier & Associates
Nevada
-$439K -11,470 Closed
VF
287
Virtu Financial
New York
-$398K -10,384 Closed
BC
288
Bridgefront Capital
Texas
-$374K -9,767 Closed
PAS
289
Park Avenue Securities
New York
-$367K -9,582 Closed
AAM
290
Arabesque Asset Management
United Kingdom
-$321K -8,381 Closed
YIH
291
Y-Intercept (HK)
Hong Kong
-$230K -5,995 Closed
FC
292
FORA Capital
Florida
-$228K -5,967 Closed
IR
293
Invictus RG
Bermuda
-$135K -3,531 Closed
LGA
294
Lebenthal Global Advisors
New York
-$125K -3,284 Closed
GRP
295
Global Retirement Partners
California
-$118K -3,076 Closed
FFG
296
Fortem Financial Group
California
-$93K -2,436 Closed
FTDI
297
First Trust Direct Indexing
Massachusetts
-$71K -1,858 Closed
FCH
298
Freestone Capital Holdings
Washington
-$34.6K -903 Closed
VCG
299
Vantage Consulting Group
Virginia
-$30K -775 Closed
PWPS
300
Pinnacle Wealth Planning Services
Ohio
-$6K -157 Closed