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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
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
Millennium Management
New York
$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
LSV Asset Management
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
276
Vident Investment Advisory
Georgia
– -$2.23M -42,060 Closed
Federated Hermes
277
Federated Hermes
Pennsylvania
– -$2.16M -40,679 Closed
Verition Fund Management
278
Verition Fund Management
Connecticut
– -$1.78M -33,589 Closed
EI
279
EAM Investors
California
– -$1.43M -27,023 Closed
ZCM
280
Zebra Capital Management
Connecticut
– -$1.22M -22,906 Closed
JAM
281
Jupiter Asset Management
United Kingdom
– -$1.11M -20,821 Closed
GC
282
Globeflex Capital
California
– -$1.08M -20,326 Closed
JCIA
283
Jackson Creek Investment Advisors
Colorado
– -$871K -16,412 Closed
DC
284
Diametric Capital
Massachusetts
– -$831K -15,662 Closed
MWM
285
MorganRosel Wealth Management
Colorado
– -$828K -15,606 Closed
PAM
286
Panagora Asset Management
Massachusetts
– -$764K -14,395 Closed
AG
287
AlphaSimPlex Group
Massachusetts
– -$734K -13,822 Closed
Capital Fund Management (CFM)
288
Capital Fund Management (CFM)
France
– -$704K -13,274 Closed
Wolverine Trading
289
Wolverine Trading
Illinois
– -$583K -11,007 Closed
Vontobel Holding
290
Vontobel Holding
Switzerland
– -$584K -11,000 Closed
Walleye Trading
291
Walleye Trading
New York
– -$583K -10,978 Closed
PCM
292
Prelude Capital Management
New York
– -$535K -10,084 Closed
CCIA
293
Campbell & Co Investment Adviser
Maryland
– -$451K -8,504 Closed
Walleye Capital
294
Walleye Capital
New York
– -$420 -7,909 Closed
NAM
295
NorthCoast Asset Management
Connecticut
– -$409K -7,701 Closed
FIM
296
Freedom Investment Management
Connecticut
– -$381K -7,172 Closed
MAM
297
Martingale Asset Management
Massachusetts
– -$351K -6,613 Closed
PAG
298
Private Advisor Group
New Jersey
– -$350K -6,598 Closed
NICM
299
Neo Ivy Capital Management
New York
– -$244K -4,606 Closed
FAIM
300
Financial Advocates Investment Management
Washington
– -$708K -4,581 Closed
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