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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$3.09M 54,920 +23,013 +72%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$3M 53,276 -1,259 -2%
CS
78
Credit Suisse
Switzerland
$2.96M 52,699 -969 -2%
Canada Life
79
Canada Life
Manitoba, Canada
$2.96M 52,272 +304 +0.6%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$2.91M 51,700 -16,100 -24%
Citigroup
81
Citigroup
New York
$2.88M 51,246 -10,716 -17%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$2.75M 48,887 +100 +0.2%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$2.65M 47,100 +3,600 +8%
Deutsche Bank
84
Deutsche Bank
Germany
$2.58M 45,893 -1,822 -4%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.58M 45,857 +59 +0.1%
SEI Investments
86
SEI Investments
Pennsylvania
$2.56M 45,644 -82,869 -64%
NA
87
Navellier & Associates
Nevada
$2.56M 45,448 -176 -0.4%
TPSF
88
Texas Permanent School Fund
Texas
$2.52M 44,739 +265 +0.6%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$2.48M 44,116 +2,824 +7%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.42M 42,978 -741 -2%
TPM
91
Triasima Portfolio Management
Quebec, Canada
$2.42M 42,990 +2,935 +7%
AWM
92
Avitas Wealth Management
California
$2.42M 42,986 +42,986 New
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$2.4M 42,766 -7,227 -14%
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$2.33M 41,385 -124,053 -75%
AIG
95
American International Group
New York
$2.3M 40,942 -1,317 -3%
GC
96
Gratia Capital
California
$2.23M 39,728 -15,218 -28%
PI
97
PEAK6 Investments
Illinois
$2.2M 39,102 +31,229 +397%
Axa
98
Axa
France
$2.08M 37,000 -78,900 -68%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$2.06M 36,568 +5,724 +19%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$2.01M 35,746 -1,039 -3%
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4
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