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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 %
SCC
51
Six Columns Capital
Texas
$7.21M +$7.21M +125,000 New
Skandinaviska Enskilda Banken (SEB)
52
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.15M -$790K -13,700 -10%
HIM
53
Hillsdale Investment Management
Ontario, Canada
$7.13M -$1.83M -31,755 -20%
First Trust Advisors
54
First Trust Advisors
Illinois
$6.93M +$1.39M +24,050 +25%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$6.83M -$1.72M -29,775 -20%
Wells Fargo
56
Wells Fargo
California
$6.64M -$7.47M -129,586 -53%
CS
57
Credit Suisse
Switzerland
$6.53M +$2.87M +49,729 +78%
Swiss National Bank
58
Swiss National Bank
Switzerland
$6.42M +$110K +1,900 +2%
IWA
59
IBEX Wealth Advisors
New Jersey
$6.28M +$180K +3,130 +3%
CEI
60
Clark Estates Inc
New York
$5.94M – – –
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.8M -$422K -7,320 -7%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$5.53M -$841K -14,578 -13%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$5.48M -$453K -7,854 -8%
CIM
64
Cambria Investment Management
California
$5.38M +$2.96M +51,352 +122%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$5.03M -$1.22M -21,200 -20%
CSS
66
Cubist Systematic Strategies
Connecticut
$5.01M +$3.14M +54,383 +167%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.91M +$1.57M +27,200 +47%
KBC Group
68
KBC Group
Belgium
$4.91M -$3.32M -57,528 -40%
AC
69
Addison Capital
Pennsylvania
$4.77M +$4.77M +82,738 New
AllianceBernstein
70
AllianceBernstein
Tennessee
$4.69M +$786K +13,635 +20%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$4.58M -$1.45M -25,200 -24%
Citadel Advisors
72
Citadel Advisors
Florida
$4.47M -$9.14M -158,595 -67%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$4.22M -$17.4K -301 -0.4%
PFMOSF
74
Philadelphia Financial Management of San Francisco
California
$3.98M -$10.9M -188,846 -73%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$3.97M +$1.09M +18,976 +38%
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