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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.

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

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$126M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$59.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$402M
4
Man Group
4
Man Group
United Kingdom
$1.28M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
76
Boothbay Fund Management
New York
$3.96M 68,589 +68,589 New
Barclays
77
Barclays
United Kingdom
$3.94M 68,342 +6,476 +10%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$3.83M 66,487 -33,013 -33%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$3.51M 60,800 – –
LG
80
Leuthold Group
Minnesota
$3.39M 58,810 -5,905 -9%
Prudential Financial
81
Prudential Financial
New Jersey
$3.31M 57,382 +450 +0.8%
PP
82
PDT Partners
New York
$3.19M 55,401 -19,796 -26%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$3.13M 54,232 -12,004 -18%
EI
84
EAM Investors
California
$3.11M 53,854 +53,854 New
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$2.99M 51,903 -1,185 -2%
JAM
86
Jupiter Asset Management
United Kingdom
$2.9M 50,272 -61,299 -55%
AQR Capital Management
87
AQR Capital Management
Connecticut
$2.87M 49,734 -13,069 -21%
UBS Group
88
UBS Group
Switzerland
$2.85M 49,452 +16,162 +49%
Comerica Bank
89
Comerica Bank
Texas
$2.78M 49,409 -1,724 -3%
MSL
90
Mackay Shields LLC
New York
$2.77M 48,105 -31,295 -39%
MAM
91
Meeder Asset Management
Ohio
$2.76M 47,829 +47,754 +63,672%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$2.65M 45,949 -18,568 -29%
UBS AM
93
UBS AM
Illinois
$2.61M 45,334 -4,407 -9%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$2.52M 43,717 -8,130 -16%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$2.51M 43,500 – –
Canada Life
96
Canada Life
Manitoba, Canada
$2.48M 43,079 -5,501 -11%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$2.47M 42,868 -2,844 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.47M 42,879 +17,879 +72%
VIA
99
Vident Investment Advisory
Georgia
$2.42M 42,025 -2,009 -5%
Deutsche Bank
100
Deutsche Bank
Germany
$2.35M 40,802 -4,610 -10%
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4
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