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Upbound Group

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

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

48% more capital invested

Capital invested by funds: $1.96B → $2.9B (+$934M)

11% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $18.6M

9% more funds holding

Funds holding: 247270 (+23)

0.97% less ownership

Funds ownership: 93.41%92.44% (-0.97%)

36% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 116

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
AlphaSimPlex Group
Massachusetts
$797K -$408K -7,802 -36%
WAM
152
Wakefield Asset Management
Colorado
$784K -$256K -4,902 -27%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$772K -$40.9K -782 -6%
KPWS
154
Kestra Private Wealth Services
Texas
$760K +$126K +2,409 +22%
CGH
155
Crossmark Global Holdings
Texas
$755K -$42.9K -820 -6%
ECM
156
ExodusPoint Capital Management
New York
$744K -$70.6K -1,349 -9%
ACI
157
AMP Capital Investors
Australia
$732K
PAM
158
Premier Asset Management
Illinois
$710K -$699K -13,363 -52%
DC
159
Diametric Capital
Massachusetts
$702K -$690K -13,186 -52%
FHB
160
First Hawaiian Bank
Hawaii
$699K +$634K +12,128 New
DCM
161
Dupont Capital Management
Delaware
$689K +$38.8K +741 +7%
CI Investments Inc
162
CI Investments Inc
Ontario, Canada
$685K -$110K -2,094 -15%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$680K -$55.5K -1,061 -8%
ACM
164
AlphaCrest Capital Management
New York
$657K +$13K +248 +2%
Rafferty Asset Management
165
Rafferty Asset Management
New York
$657K +$216K +4,126 +57%
CAM
166
ClariVest Asset Management
California
$613K -$156K -2,990 -22%
Tudor Investment Corp
167
Tudor Investment Corp
Connecticut
$611K +$554K +10,590 New
QI
168
QS Investors
New York
$586K -$945K -18,061 -64%
BAM
169
Belpointe Asset Management
Nevada
$517K +$2.62K +50 +0.6%
CWM
170
Chesapeake Wealth Management
Virginia
$515K -$63.8K -1,220 -12%
LPL Financial
171
LPL Financial
California
$512K +$81.5K +1,557 +21%
GC
172
Guggenheim Capital
Illinois
$510K -$1.27M -24,273 -73%
Truist Financial
173
Truist Financial
North Carolina
$505K +$458K +8,762 New
WAM
174
Wolverine Asset Management
Illinois
$498K -$350K -6,691 -44%
PCM
175
Prelude Capital Management
New York
$481K -$384K -7,339 -47%