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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $1.96B invested in Upbound Group in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
81
Reduced
92
Closed
40
Calls
$16.8M
Puts
$11.1M
Net Calls
+$5.76M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
HRCM
Hood River Capital Management
Florida
$56.1M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.8M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$9.88M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$22.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$37.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$104M
3
JAM
Jupiter Asset Management
United Kingdom
$4.27M
4
RA
Royce & Associates
New York
$28.6M
5
CGM
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
126
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$957K -$371K -9,689 -28%
AG
127
Aperio Group
California
$943K +$31.7K +827 +3%
APG Asset Management
128
APG Asset Management
Netherlands
$902K -$2.21M -70,696 -71%
LSERS
129
Louisiana State Employees Retirement System
Louisiana
$858K – – –
Simplex Trading
130
Simplex Trading
Illinois
$840K +$840K +21,945 New
DZ Bank
131
DZ Bank
Germany
$840K +$840K +21,955 New
AG
132
AlphaSimPlex Group
Massachusetts
$828K -$28.4K -742 -3%
MIM
133
MetLife Investment Management
New Jersey
$815K – – –
GC
134
Globeflex Capital
California
$778K +$2.56K +67 +0.3%
ETC
135
Exchange Traded Concepts
Oklahoma
$770K +$402K +10,488 +109%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$747K -$11.7K -305 -2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$732K +$451K +10,566 +161%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$726K -$8.62K -225 -1%
AI
139
Atom Investors
Texas
$715K +$715K +18,680 New
WAM
140
Wakefield Asset Management
Colorado
$708K -$2.57K -67 -0.4%
KCM
141
Kendall Capital Management
Maryland
$705K +$430K +11,235 +157%
MSA
142
Mason Street Advisors
Wisconsin
$696K +$191 +5 +0%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$689K +$191K +4,960 +38%
PCM
144
Prelude Capital Management
New York
$600K +$600K +15,680 New
WAM
145
Wolverine Asset Management
Illinois
$587K -$30.6K -800 -5%
IA
146
IndexIQ Advisors
New York
$567K +$58.5K +1,529 +12%
QT
147
Quantbot Technologies
New York
$551K +$433K +11,312 +367%
ECM
148
ExodusPoint Capital Management
New York
$546K +$180K +4,698 +49%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$542K – – –
ASRS
150
Arizona State Retirement System
Arizona
$538K -$21.1K -550 -4%
4 5
6
7 8