We are live on ! Find out more
UPBD icon

Upbound Group

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

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

48% more capital invested

Capital invested by funds: $1.96B → $2.9B (+$934M)

11% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $18.6M

9% more funds holding

Funds holding: 247270 (+23)

0.97% less ownership

Funds ownership: 93.41%92.44% (-0.97%)

36% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 116

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
76
Boothbay Fund Management
New York
$3.96M +$3.59M +68,589 New
Barclays
77
Barclays
United Kingdom
$3.94M +$339K +6,476 +10%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$3.83M -$1.73M -33,013 -33%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$3.51M
LG
80
Leuthold Group
Minnesota
$3.39M -$309K -5,905 -9%
Prudential Financial
81
Prudential Financial
New Jersey
$3.31M +$23.5K +450 +0.8%
PP
82
PDT Partners
New York
$3.19M -$1.04M -19,796 -26%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$3.13M -$628K -12,004 -18%
EI
84
EAM Investors
California
$3.1M +$2.82M +53,854 New
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$2.99M -$62K -1,185 -2%
JAM
86
Jupiter Asset Management
United Kingdom
$2.9M -$3.21M -61,299 -55%
AQR Capital Management
87
AQR Capital Management
Connecticut
$2.87M -$684K -13,069 -21%
UBS Group
88
UBS Group
Switzerland
$2.85M +$846K +16,162 +49%
Comerica Bank
89
Comerica Bank
Texas
$2.78M -$90.2K -1,724 -3%
MSL
90
Mackay Shields LLC
New York
$2.77M -$1.64M -31,295 -39%
MAM
91
Meeder Asset Management
Ohio
$2.76M +$2.5M +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 -$971K -18,568 -29%
UBS AM
93
UBS AM
Illinois
$2.61M -$231K -4,407 -9%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$2.52M -$425K -8,130 -16%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$2.51M
Canada Life
96
Canada Life
Manitoba, Canada
$2.48M -$288K -5,501 -11%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$2.47M -$149K -2,844 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.47M +$935K +17,879 +72%
VIA
99
Vident Investment Advisory
Georgia
$2.42M -$105K -2,009 -5%
Deutsche Bank
100
Deutsche Bank
Germany
$2.35M -$241K -4,610 -10%