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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
Millennium Management
New York
$12.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
LSV Asset Management
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
126
Range Financial Group
Oregon
$1.32M +$70.5K +1,253 +6%
II
127
Inspire Investing
Idaho
$1.28M -$12.5K -223 -1%
Man Group
128
Man Group
United Kingdom
$1.23M -$264K -4,697 -18%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$1.22M -$12.7K -226 -1%
DTL
130
Dynamic Technology Lab
Singapore
$1.22M +$55.8K +992 +5%
HighTower Advisors
131
HighTower Advisors
Illinois
$1.21M +$925K +16,512 +324%
Lazard Asset Management
132
Lazard Asset Management
New York
$1.21M +$1.21M +21,536 New
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.2M – – –
HWAM
134
Hennion & Walsh Asset Management
New Jersey
$1.18M +$117K +2,083 +11%
KBC Group
135
KBC Group
Belgium
$1.16M -$3.29M -58,586 -74%
American Century Companies
136
American Century Companies
Missouri
$1.14M -$3.5M -62,265 -75%
HI
137
Human Investing
Oregon
$1.04M -$22.7K -403 -2%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$1.02M +$46.9K +834 +5%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$997K +$219K +3,900 +28%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$969K -$41.5K -738 -4%
ASRS
141
Arizona State Retirement System
Arizona
$914K +$127K +2,258 +16%
SIM
142
SummerHaven Investment Management
Connecticut
$904K +$904K +16,080 New
Rafferty Asset Management
143
Rafferty Asset Management
New York
$898K +$3.15K +56 +0.4%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$860K -$30.7K -546 -3%
B
145
Bellecapital
Switzerland
$840K +$840K +14,940 New
ACM
146
AlphaStar Capital Management
North Carolina
$831K +$372K +6,565 +81%
HIS
147
Harvest Investment Services
Illinois
$806K +$806K +14,340 New
Marshall Wace
148
Marshall Wace
United Kingdom
$775K +$775K +13,798 New
FHB
149
First Hawaiian Bank
Hawaii
$771K +$17.1K +304 +2%
WAM
150
Wakefield Asset Management
Colorado
$748K -$20.9K -372 -3%
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