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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$195M
2
NI
2
NFC Investments
Tennessee
$9.91M
3
Millennium Management
3
Millennium Management
New York
$18.7M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.9M
5
American Century Companies
5
American Century Companies
Missouri
$7.19M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
CGM
3
Capital Growth Management
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$983K
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$1.21M -$154K -3,211 -11%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$1.21M – – –
MSRPS
103
Maryland State Retirement & Pension System
Maryland
$1.16M +$18K +374 +2%
IA
104
Icon Advisers
Colorado
$1.15M – – –
MIM
105
MetLife Investment Management
New Jersey
$1.13M – – –
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$1.12M -$36.8K -766 -3%
HF
107
HRT Financial
New York
$1.07M -$5.81M -121,018 -84%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$1.05M -$1.21M -25,200 -54%
AQR Capital Management
109
AQR Capital Management
Connecticut
$1.04M -$587K -12,219 -36%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$1.02M -$6.58K -137 -0.6%
AR
111
Advisory Research
Illinois
$999K -$320K -6,665 -24%
DTL
112
Dynamic Technology Lab
Singapore
$994K -$44.8K -932 -4%
Victory Capital Management
113
Victory Capital Management
Texas
$983K -$14.4M -299,666 -94%
IP
114
Interval Partners
New York
$970K +$970K +20,187 New
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$965K +$681K +14,171 +240%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$944K -$99.3K -2,069 -10%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$926K +$159K +3,308 +21%
II
118
Inspire Investing
Idaho
$918K -$174K -3,628 -16%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$901K -$500K -10,169 -36%
AC
120
Apogem Capital
New York
$893K -$352K -7,329 -28%
KBC Group
121
KBC Group
Belgium
$886K -$108K -2,251 -11%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$885K +$33.6K +700 +4%
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$877K +$877K +18,257 New
QT
124
Quantbot Technologies
New York
$844K +$844K +17,573 New
TWC
125
TD Waterhouse Canada
Ontario, Canada
$843K +$843K +17,057 New
3 4
5
6 7