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Upbound Group
UPBD

Overview Fund Activity

284 hedge funds and large institutions have $2.76B invested in Upbound Group in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+14
Holders Change %
+5.19%
% of All Funds
4.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
45
Increased
119
Reduced
88
Closed
29
Calls
$13.7M
Puts
$21.2M
Net Calls
-$7.44M
Net Calls Change
-$9.46M

Top Buyers

1
BlackRock
1
BlackRock
New York
$521M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
State Street
4
State Street
Massachusetts
$108M
5
CGM
5
Capital Growth Management
Massachusetts
$17.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.04M
2
EC
2
Engaged Capital
California
$125M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$86.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFMOSF
26
Philadelphia Financial Management of San Francisco
California
$16.9M +$13.2M +249,223 +361%
Ameriprise
27
Ameriprise
Minnesota
$15.9M +$2.8M +52,689 +21%
RJA
28
Raymond James & Associates
Florida
$15.9M -$1.87M -35,328 -11%
CHM
29
Collaborative Holdings Management
New York
$15.6M +$7.27M +137,000 +87%
BG
30
Bahl & Gaynor
Ohio
$15.6M +$5.27M +99,211 +51%
Invesco
31
Invesco
Georgia
$15.4M -$3.17M -59,729 -17%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$15M – – –
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$14.7M -$24.6M -463,027 -63%
HCM
34
Huber Capital Management
California
$14.4M +$3.51M +66,200 +32%
Barclays
35
Barclays
United Kingdom
$12.9M +$9.26M +174,409 +255%
Bank of America
36
Bank of America
North Carolina
$12.7M -$1.59M -29,892 -11%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$12.3M -$13.4M -252,513 -52%
PPA
38
Parametric Portfolio Associates
Washington
$12.2M -$714K -13,462 -6%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$11.4M -$11.1M -208,510 -49%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$9.84M -$374K -7,056 -4%
PCM
41
Portolan Capital Management
Massachusetts
$9.57M +$9.57M +180,329 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$8.99M +$1.59M +30,015 +22%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$8.78M -$8.66M -163,150 -50%
Wells Fargo
44
Wells Fargo
California
$8.4M +$2.29M +43,241 +38%
Legal & General Group
45
Legal & General Group
United Kingdom
$8.36M -$225K -4,235 -3%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$8.35M -$1.59M -30,013 -16%
MPAM
47
Monarch Partners Asset Management
Massachusetts
$7.81M +$7.81M +147,223 New
Amundi
48
Amundi
France
$7.45M +$7.45M +140,321 New
SEI Investments
49
SEI Investments
Pennsylvania
$6.82M -$2.81M -52,987 -29%
Hotchkis & Wiley Capital Management
50
Hotchkis & Wiley Capital Management
California
$6.66M +$377K +7,110 +6%
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