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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $1.96B invested in Upbound Group in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
81
Reduced
92
Closed
40
Calls
$16.8M
Puts
$11.1M
Net Calls
+$5.76M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
BlackRock
New York
+$18M
2
HRCM
Hood River Capital Management
Florida
+$16.2M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$10.8M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$9.88M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.87M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$23M
2
Renaissance Technologies
Renaissance Technologies
New York
-$16.8M
3
JAM
Jupiter Asset Management
United Kingdom
-$12.5M
4
RA
Royce & Associates
New York
-$12.1M
5
CGM
Capital Growth Management
Massachusetts
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$342K +$882 +23 +0.3%
HighTower Advisors
177
HighTower Advisors
Illinois
$331K +$331K +8,646 New
VRS
178
Virginia Retirement Systems
Virginia
$329K +$329K +8,600 New
AAM
179
Arabesque Asset Management
United Kingdom
$321K -$3.31M -86,293 -91%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$319K +$53.4K +1,396 +20%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$316K – – –
CIP
182
Cornerstone Investment Partners
Georgia
$311K – – –
SAM
183
Shell Asset Management
Netherlands
$307K – – –
II
184
Inspire Investing
Idaho
$306K +$306K +7,998 New
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$293K -$12.6K -328 -4%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$292K – – –
AB
187
Amalgamated Bank
New York
$292K +$2.49K +65 +0.9%
WCM
188
Wedge Capital Management
North Carolina
$290K -$43.8K -1,145 -13%
CTC
189
Central Trust Company
Missouri
$287K – – –
LPL Financial
190
LPL Financial
California
$280K +$280K +7,320 New
Rafferty Asset Management
191
Rafferty Asset Management
New York
$278K -$77K -2,012 -22%
Jane Street
192
Jane Street
New York
$257K -$250K -6,505 -49%
MOACM
193
Mutual of America Capital Management
New York
$231K +$7.76K +203 +3%
YIH
194
Y-Intercept (HK)
Hong Kong
$230K +$230K +5,995 New
FC
195
FORA Capital
Florida
$228K +$62.5K +1,636 +38%
RWM
196
Ritholtz Wealth Management
New York
$219K -$46.2K -1,208 -17%
PA
197
Profund Advisors
Maryland
$219K +$219K +5,718 New
CCIA
198
Campbell & Co Investment Adviser
Maryland
$203K -$594K -15,500 -75%
IC
199
Intersect Capital
California
$201K +$201K +5,254 New
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$196K +$5.45K +142 +3%
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