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Upbound Group
UPBD

Overview Fund Activity

284 hedge funds and large institutions have $2.76B invested in Upbound Group in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+14
Holders Change %
+5.19%
% of All Funds
4.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
45
Increased
119
Reduced
88
Closed
29
Calls
$13.7M
Puts
$21.2M
Net Calls
-$7.44M
Net Calls Change
-$9.46M

Top Buyers

1
BlackRock
1
BlackRock
New York
$521M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
State Street
4
State Street
Massachusetts
$108M
5
CGM
5
Capital Growth Management
Massachusetts
$17.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.04M
2
EC
2
Engaged Capital
California
$125M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$86.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
151
Toth Financial Advisory
Virginia
$781K – – –
TI
152
Trexquant Investment
Connecticut
$780K +$780K +14,706 New
PAM
153
Panagora Asset Management
Massachusetts
$764K -$49.1K -926 -6%
ASRS
154
Arizona State Retirement System
Arizona
$743K -$10.3K -194 -1%
SGAM
155
Smith Group Asset Management
Texas
$740K -$6.96K -131 -0.9%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$734K – – –
AG
157
AlphaSimPlex Group
Massachusetts
$734K – – –
WAM
158
Wakefield Asset Management
Colorado
$726K +$4.57K +86 +0.6%
CGH
159
Crossmark Global Holdings
Texas
$713K +$18.6K +350 +3%
FHB
160
First Hawaiian Bank
Hawaii
$712K +$68.5K +1,291 +11%
FAIM
161
Financial Advocates Investment Management
Washington
$708K +$708K +4,581 New
Capital Fund Management (CFM)
162
Capital Fund Management (CFM)
France
$704K -$1.07M -20,107 -60%
ACI
163
AMP Capital Investors
Australia
$674K – – –
UBS Group
164
UBS Group
Switzerland
$661K -$1.96M -36,998 -75%
PHK
165
Point72 Hong Kong
Hong Kong
$637K +$599K +11,287 +1,585%
DCM
166
Dupont Capital Management
Delaware
$634K – – –
PP
167
Paloma Partners
Connecticut
$622K +$287K +5,404 +85%
PRC
168
Pearl River Capital
Michigan
$620K +$620K +11,677 New
CI Investments Inc
169
CI Investments Inc
Ontario, Canada
$610K -$20.2K -380 -3%
Vontobel Holding
170
Vontobel Holding
Switzerland
$584K +$584K +11,000 New
Walleye Trading
171
Walleye Trading
New York
$583K +$245K +4,615 +73%
Wolverine Trading
172
Wolverine Trading
Illinois
$583K +$583K +11,007 New
LPL Financial
173
LPL Financial
California
$560K +$88.5K +1,667 +19%
CAM
174
ClariVest Asset Management
California
$559K -$5.04K -95 -0.9%
Truist Financial
175
Truist Financial
North Carolina
$546K +$81.4K +1,536 +18%
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7
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