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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$195M
2
NI
NFC Investments
Tennessee
$9.91M
3
Millennium Management
Millennium Management
New York
$18.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$23.9M
5
American Century Companies
American Century Companies
Missouri
$7.19M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$40M
3
CGM
Capital Growth Management
Massachusetts
$0
4
Victory Capital Management
Victory Capital Management
Texas
$983K
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
151
Axa
France
$437K -$1.34M -27,900 -75%
TCM
152
Tributary Capital Management
Nebraska
$437K +$130K +2,700 +42%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$434K +$434K +9,188 New
SSG
154
Summit Securities Group
New York
$428K +$120K +2,500 +39%
Osaic Holdings
155
Osaic Holdings
Arizona
$426K -$34.4K -715 -7%
WAM
156
Wolverine Asset Management
Illinois
$415K – – –
B
157
Bellecapital
Switzerland
$399K -$318K -6,625 -44%
HW
158
Hancock Whitney
Mississippi
$397K -$576 -12 -0.1%
BAM
159
Belpointe Asset Management
Nevada
$394K – – –
SAM
160
Shell Asset Management
Netherlands
$389K +$1.49K +31 +0.4%
ACM
161
AlphaCrest Capital Management
New York
$367K +$183K +3,801 +99%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$366K – – –
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$366K +$129K +2,684 +54%
SEI Investments
164
SEI Investments
Pennsylvania
$360K -$1.83M -38,138 -84%
DCM
165
Dupont Capital Management
Delaware
$360K -$144K -2,986 -29%
CTC
166
Central Trust Company
Missouri
$360K -$19.2K -400 -5%
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$352K -$97.8K -2,000 -22%
IA
168
IndexIQ Advisors
New York
$352K -$22.7K -473 -6%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$334K +$299K +6,234 +867%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$334K +$817 +17 +0.2%
CIP
171
Cornerstone Investment Partners
Georgia
$318K – – –
PA
172
Profund Advisors
Maryland
$306K +$17.2K +359 +6%
AA
173
ALPS Advisors
Colorado
$299K +$5.96K +124 +2%
Man Group
174
Man Group
United Kingdom
$285K -$769K -15,962 -73%
HPM
175
Hudson Portfolio Management
New York
$277K +$277K +5,780 New
5 6
7
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