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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 %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$1.29M -$5.77K -100 -0.4%
Man Group
127
Man Group
United Kingdom
$1.28M -$11.7M -203,691 -90%
KCM
128
Kendall Capital Management
Maryland
$1.2M +$143K +2,480 +13%
GC
129
Globeflex Capital
California
$1.17M – – –
HIIFS
130
Harel Insurance Investments & Financial Services
Israel
$1.16M +$1.16M +6,000 New
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.15M +$23.1K +400 +2%
II
132
Inspire Investing
Idaho
$1.13M +$672K +11,645 +146%
JCIA
133
Jackson Creek Investment Advisors
Colorado
$1.1M -$589K -10,214 -35%
RFG
134
Range Financial Group
Oregon
$1.09M +$1.09M +18,868 New
Jane Street
135
Jane Street
New York
$1.08M +$690K +11,959 +179%
MIM
136
MetLife Investment Management
New Jersey
$1.06M -$166K -2,871 -13%
HI
137
Human Investing
Oregon
$1.06M +$1.02M +17,762 +3,122%
Voloridge Investment Management
138
Voloridge Investment Management
Florida
$1.03M +$1.03M +17,885 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$1.03M +$34.8K +601 +4%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$925K +$925K +16,059 New
PAM
141
Panagora Asset Management
Massachusetts
$883K +$828K +14,361 +1,496%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$875K -$162K -2,791 -16%
TFA
143
Toth Financial Advisory
Virginia
$849K +$278K +4,820 +49%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$844K +$844K +14,631 New
FMBTD
145
First Midwest Bank Trust Division
Illinois
$840K -$1.45M -25,216 -63%
ProShare Advisors
146
ProShare Advisors
Maryland
$829K +$156K +2,709 +23%
HWAM
147
Hennion & Walsh Asset Management
New Jersey
$819K +$819K +14,201 New
ASRS
148
Arizona State Retirement System
Arizona
$818K +$7.95K +138 +1%
SGAM
149
Smith Group Asset Management
Texas
$811K -$1.06M -18,434 -57%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$798K +$121K +2,100 +18%
4 5
6
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