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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $1.96B invested in Upbound Group in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
81
Reduced
92
Closed
40
Calls
$16.8M
Puts
$11.1M
Net Calls
+$5.76M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
HRCM
Hood River Capital Management
Florida
$56.1M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.8M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$9.88M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$22.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$37.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$104M
3
JAM
Jupiter Asset Management
United Kingdom
$4.27M
4
RA
Royce & Associates
New York
$28.6M
5
CGM
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$15.6M -$3.59M -93,683 -19%
Principal Financial Group
27
Principal Financial Group
Iowa
$14.8M -$535K -13,960 -3%
Nomura Holdings
28
Nomura Holdings
Japan
$13.5M +$192K +5,003 +1%
Allianz Asset Management
29
Allianz Asset Management
Germany
$13.1M -$1.85M -48,378 -12%
Federated Hermes
30
Federated Hermes
Pennsylvania
$12.8M +$336K +8,773 +3%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$10.8M +$10.8M +282,200 New
Bank of America
32
Bank of America
North Carolina
$10.3M +$1.17M +30,469 +13%
PFMOSF
33
Philadelphia Financial Management of San Francisco
California
$9.88M +$9.88M +257,896 New
Ameriprise
34
Ameriprise
Minnesota
$9.37M +$657K +17,168 +8%
Wells Fargo
35
Wells Fargo
California
$9.37M -$225K -5,885 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$9.04M +$3.39M +88,558 +60%
Millennium Management
37
Millennium Management
New York
$8.87M +$1.15M +29,923 +15%
AAMU
38
Amundi Asset Management US
Massachusetts
$8.72M +$1.86M +48,632 +27%
Man Group
39
Man Group
United Kingdom
$8.65M -$713K -18,620 -8%
PPA
40
Parametric Portfolio Associates
Washington
$8.2M -$76.8K -2,006 -0.9%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$8.15M -$525K -13,710 -6%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$7.73M -$25.9K -676 -0.3%
SEI Investments
43
SEI Investments
Pennsylvania
$7.1M +$266K +6,940 +4%
Legal & General Group
44
Legal & General Group
United Kingdom
$6.11M +$8.77K +229 +0.1%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$5.95M +$551K +14,400 +10%
Victory Capital Management
46
Victory Capital Management
Texas
$5.93M +$2.23M +58,342 +60%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$5.67M +$5.67M +148,160 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$5.28M +$224K +5,855 +4%
Skandinaviska Enskilda Banken (SEB)
49
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.27M +$4.66M +121,600 +755%
RJA
50
Raymond James & Associates
Florida
$4.93M +$2.13M +55,572 +76%
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