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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 %
GCP
101
GSA Capital Partners
United Kingdom
$2.35M +$1.54M +26,760 +191%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$2.32M -$7.21K -125 -0.3%
HW
103
Hancock Whitney
Mississippi
$2.3M +$8.53K +148 +0.4%
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.18M +$58 +1 +0%
EGM
105
Engineers Gate Manager
New York
$2.13M +$1.51M +26,152 +243%
TPSF
106
Texas Permanent School Fund
Texas
$2.11M -$148K -2,559 -7%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$2.04M -$371K -6,442 -15%
Citigroup
108
Citigroup
New York
$2M -$633K -10,973 -24%
MAM
109
Martingale Asset Management
Massachusetts
$1.96M -$312K -5,409 -14%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.94M -$404K -7,002 -17%
Capital Fund Management (CFM)
111
Capital Fund Management (CFM)
France
$1.92M -$2.43M -42,106 -56%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$1.91M -$276K -4,790 -13%
TC
113
TwinBeech Capital
New York
$1.81M +$1.81M +31,438 New
SCP
114
Syntal Capital Partners
Texas
$1.81M +$1.81M +31,334 New
AR
115
Advisory Research
Illinois
$1.72M -$217K -3,756 -11%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.58M -$104K -1,798 -6%
DZ Bank
117
DZ Bank
Germany
$1.54M +$270K +4,681 +21%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$1.47M -$606K -10,509 -29%
VRS
119
Virginia Retirement Systems
Virginia
$1.47M +$974K +16,900 +197%
ZCM
120
Zebra Capital Management
Connecticut
$1.46M +$1.46M +25,381 New
AC
121
Apogem Capital
New York
$1.41M +$1.41M +24,528 New
IA
122
Icon Advisers
Colorado
$1.38M -$3.29M -57,000 -70%
APG Asset Management
123
APG Asset Management
Netherlands
$1.36M -$58.9K -1,200 -4%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$1.32M +$1.32M +22,937 New
SO
125
STRS Ohio
Ohio
$1.32M -$357K -6,200 -21%
3 4
5
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