UPBD icon

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
1
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
4
Millennium Management
New York
$12.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
4
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$18.2M +$18.2M +324,276 New
BG
27
Bahl & Gaynor
Ohio
$18.2M +$1.67M +29,784 +10%
Victory Capital Management
28
Victory Capital Management
Texas
$18M -$304K -5,407 -2%
Invesco
29
Invesco
Georgia
$17.3M +$906K +16,116 +6%
HCM
30
Huber Capital Management
California
$16.4M +$1.21M +21,545 +8%
RJA
31
Raymond James & Associates
Florida
$16.1M -$676K -12,023 -4%
Ameriprise
32
Ameriprise
Minnesota
$15.9M -$878K -15,617 -5%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$15.9M – – –
Bank of America
34
Bank of America
North Carolina
$15.3M +$1.83M +32,519 +14%
CGM
35
Capital Growth Management
Massachusetts
$14.6M -$4.22M -75,000 -22%
PCM
36
Portolan Capital Management
Massachusetts
$12.9M +$2.75M +48,960 +27%
Millennium Management
37
Millennium Management
New York
$12.1M +$10.6M +189,123 +716%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$11.5M -$1.6M -28,482 -12%
CHM
39
Collaborative Holdings Management
New York
$11.4M -$5.17M -92,000 -31%
PPA
40
Parametric Portfolio Associates
Washington
$10.8M -$2.12M -37,733 -16%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$10M -$5.5M -97,780 -35%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$9.65M -$773K -13,752 -7%
Legal & General Group
43
Legal & General Group
United Kingdom
$9.65M +$790K +14,058 +9%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$8.52M +$8.52M +151,564 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$8.23M -$1.29M -22,913 -14%
HF
46
HRT Financial
New York
$8.05M +$8.05M +143,243 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.41M +$1.03M +18,400 +16%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.85M – – –
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$6.76M -$291K -5,170 -4%
Wells Fargo
50
Wells Fargo
California
$6.44M -$2.46M -43,788 -28%
1
2
3 4 5