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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$195M
2
NI
2
NFC Investments
Tennessee
$9.91M
3
Millennium Management
3
Millennium Management
New York
$18.7M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.9M
5
American Century Companies
5
American Century Companies
Missouri
$7.19M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
CGM
3
Capital Growth Management
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$983K
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$16.1M +$1.31M +27,309 +9%
BG
27
Bahl & Gaynor
Ohio
$16M +$440K +9,160 +3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$14.5M +$4.65M +96,861 +47%
RJA
29
Raymond James & Associates
Florida
$14.1M +$338K +7,029 +2%
Ameriprise
30
Ameriprise
Minnesota
$13.9M +$266K +5,540 +2%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$13.6M – – –
Bank of America
32
Bank of America
North Carolina
$12.5M -$549K -11,429 -4%
Allianz Asset Management
33
Allianz Asset Management
Germany
$12.2M -$7.06M -146,851 -37%
NI
34
NFC Investments
Tennessee
$9.91M +$9.91M +206,365 New
Legal & General Group
35
Legal & General Group
United Kingdom
$8.51M +$258K +5,365 +3%
First Trust Advisors
36
First Trust Advisors
Illinois
$8.29M +$3.56M +74,018 +75%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$8.25M – – –
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.91M +$3.43M +71,394 +77%
PPA
39
Parametric Portfolio Associates
Washington
$7.73M -$1.5M -31,229 -16%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$7.26M +$219K +4,560 +3%
American Century Companies
41
American Century Companies
Missouri
$7.19M +$6.22M +129,432 +638%
Citadel Advisors
42
Citadel Advisors
Florida
$7.13M +$4.1M +85,364 +135%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.34M – – –
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$6.32M +$540K +11,250 +9%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.92M +$59.6K +1,240 +1%
Wells Fargo
46
Wells Fargo
California
$5.74M +$233K +4,852 +4%
JHCP
47
Jackson Hole Capital Partners
Oklahoma
$5.55M +$5.55M +115,466 New
Squarepoint
48
Squarepoint
New York
$5.51M +$4.24M +88,265 +333%
FNBOO
49
First National Bank of Omaha
Nebraska
$5.45M +$1.41M +29,355 +35%
AC
50
Addison Capital
Pennsylvania
$5.05M +$76.5K +1,592 +2%
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