UPBD icon

Upbound Group
UPBD

Overview Fund Activity

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
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.75%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$105M
2
SCP
Steamboat Capital Partners
New York
$24.9M
3
BlackRock
BlackRock
New York
$466M
4
KCM
Kennedy Capital Management
Missouri
$20.1M
5
RJA
Raymond James & Associates
Florida
$19.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$126M
2
LSV Asset Management
LSV Asset Management
Illinois
$59.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$402M
4
Man Group
Man Group
United Kingdom
$1.28M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$20.6M -$6.81M -118,066 -25%
Invesco
27
Invesco
Georgia
$20.2M -$3.33M -57,674 -14%
KCM
28
Kennedy Capital Management
Missouri
$20.1M +$20.1M +348,725 New
RJA
29
Raymond James & Associates
Florida
$19.3M +$11.9M +205,889 +160%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$18.9M -$8.69M -150,631 -31%
Victory Capital Management
31
Victory Capital Management
Texas
$17.4M +$8.49M +147,273 +95%
Nomura Holdings
32
Nomura Holdings
Japan
$16.8M -$3.56M -61,590 -17%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$16.3M – – –
Federated Hermes
34
Federated Hermes
Pennsylvania
$15.9M -$3.38M -58,613 -18%
Bank of America
35
Bank of America
North Carolina
$15.5M +$61.3K +1,063 +0.4%
Ameriprise
36
Ameriprise
Minnesota
$14.2M +$107K +1,857 +0.8%
PPA
37
Parametric Portfolio Associates
Washington
$14M +$1.69M +29,225 +14%
Millennium Management
38
Millennium Management
New York
$13.4M +$66.1K +1,147 +0.5%
AAMU
39
Amundi Asset Management US
Massachusetts
$12.3M -$857K -14,855 -7%
HCM
40
Huber Capital Management
California
$11.8M +$6.39M +110,900 +118%
BG
41
Bahl & Gaynor
Ohio
$11.2M +$6.78M +117,655 +154%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$11.1M -$542K -9,399 -5%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$10.8M -$1.47M -25,465 -12%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$9.39M +$7.51M +130,261 +401%
Legal & General Group
45
Legal & General Group
United Kingdom
$9.33M +$132K +2,287 +1%
SEI Investments
46
SEI Investments
Pennsylvania
$9.25M -$204K -3,998 -2%
CHM
47
Collaborative Holdings Management
New York
$9.05M +$9.05M +157,000 New
American Century Companies
48
American Century Companies
Missouri
$8.17M +$3.64M +63,129 +80%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$8.04M +$90.2K +1,565 +1%
Axa
50
Axa
France
$7.43M +$1.13M +19,600 +18%
1
2
3 4 5