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Upbound Group
UPBD

Overview Fund Activity

284 hedge funds and large institutions have $2.76B invested in Upbound Group in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 29 closing their positions.

Holders
284
Holders Change
+14
Holders Change %
+5.19%
% of All Funds
4.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
45
Increased
119
Reduced
88
Closed
29
Calls
$13.7M
Puts
$21.2M
Net Calls
-$7.44M
Net Calls Change
-$9.46M

Top Buyers

1
BlackRock
1
BlackRock
New York
$521M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
State Street
4
State Street
Massachusetts
$108M
5
CGM
5
Capital Growth Management
Massachusetts
$17.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.04M
2
EC
2
Engaged Capital
California
$125M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$86.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$2.16M 40,679 -235,186 -85%
TPM
102
Triasima Portfolio Management
Quebec, Canada
$2.13M 40,055 +40,055 New
HW
103
Hancock Whitney
Mississippi
$2.07M 39,086 -858 -2%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.96M 36,910 +9,565 +35%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$1.95M 36,785 -6,083 -14%
Citadel Advisors
106
Citadel Advisors
Florida
$1.79M 33,623 -43,818 -57%
Verition Fund Management
107
Verition Fund Management
Connecticut
$1.78M 33,589 +33,589 New
AB
108
Amalgamated Bank
New York
$1.76M 33,166 +26,146 +372%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$1.69M 31,907 -3,386 -10%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$1.64M 30,844 +16,213 +111%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.59M 29,924 +18,124 +154%
AR
112
Advisory Research
Illinois
$1.56M 29,313 -577 -2%
MAM
113
Meeder Asset Management
Ohio
$1.5M 28,303 -19,526 -41%
CSS
114
Cubist Systematic Strategies
Connecticut
$1.5M 28,270 -58,589 -67%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.49M 28,130 -5,553 -16%
SO
116
STRS Ohio
Ohio
$1.48M 27,900 +5,000 +22%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.45M 27,027 +9,278 +52%
EI
118
EAM Investors
California
$1.43M 27,023 -26,831 -50%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$1.43M 26,900 +4,600 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
120
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.43M 26,879 -16,000 -37%
Man Group
121
Man Group
United Kingdom
$1.41M 26,572 +4,316 +19%
Millennium Management
122
Millennium Management
New York
$1.4M 26,419 -206,453 -89%
AC
123
Apogem Capital
New York
$1.38M 25,961 +1,433 +6%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.32M 24,898 +5,000 +25%
IA
125
Icon Advisers
Colorado
$1.27M 24,000 – –
3 4
5
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