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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 %
AQR Capital Management
101
AQR Capital Management
Connecticut
$1.91M 33,921 -12,587 -27%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88M 33,507 -3,403 -9%
AB
103
Amalgamated Bank
New York
$1.82M 32,451 -715 -2%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.76M 31,336 -20,888 -40%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$1.71M 28,482 +1,455 +5%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.65M 29,438 +29,438 New
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$1.64M 29,100 +2,200 +8%
AAM
108
Advisors Asset Management
Colorado
$1.62M 28,754 +12,688 +79%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.6M 28,469 +339 +1%
AG
110
Algert Global
California
$1.56M 27,780 +27,780 New
AR
111
Advisory Research
Illinois
$1.54M 27,465 -1,848 -6%
MAM
112
Meeder Asset Management
Ohio
$1.5M 26,734 -1,569 -6%
Squarepoint
113
Squarepoint
New York
$1.49M 26,522 +26,522 New
SO
114
STRS Ohio
Ohio
$1.48M 26,400 -1,500 -5%
KCM
115
Kendall Capital Management
Maryland
$1.48M 26,390 +2,945 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
116
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.48M 26,279 -600 -2%
Jane Street
117
Jane Street
New York
$1.47M 26,085 -25,172 -49%
AC
118
Apogem Capital
New York
$1.46M 25,925 -36 -0.1%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$1.41M 25,115 -132,178 -84%
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$1.39M 23,737 +23,737 New
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$1.36M 24,100 -798 -3%
E
122
Ergoteles
New York
$1.36M 24,100 +24,100 New
IA
123
Icon Advisers
Colorado
$1.35M 24,000 – –
PCM
124
Penserra Capital Management
California
$1.33M 23,640 +23,640 New
MIM
125
MetLife Investment Management
New Jersey
$1.32M 23,490 – –
3 4
5
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