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Upbound Group
UPBD

Overview Fund Activity

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
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.75%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$105M
2
SCP
Steamboat Capital Partners
New York
$24.9M
3
BlackRock
BlackRock
New York
$466M
4
KCM
Kennedy Capital Management
Missouri
$20.1M
5
RJA
Raymond James & Associates
Florida
$19.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$126M
2
LSV Asset Management
LSV Asset Management
Illinois
$59.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$402M
4
Man Group
Man Group
United Kingdom
$1.28M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$476K – – –
ETC
177
Exchange Traded Concepts
Oklahoma
$474K -$686K -11,893 -59%
SG Americas Securities
178
SG Americas Securities
New York
$472K +$233K +4,044 +98%
CIP
179
Cornerstone Investment Partners
Georgia
$468K – – –
SAM
180
Shell Asset Management
Netherlands
$459K -$2.88K -50 -0.6%
TRCT
181
Tower Research Capital (TRC)
New York
$451K +$339K +5,883 +304%
NAM
182
NorthCoast Asset Management
Connecticut
$444K -$243K -4,214 -35%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$440K – – –
CTC
184
Central Trust Company
Missouri
$432K – – –
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$428K -$52.7K -914 -11%
AB
186
Amalgamated Bank
New York
$405K -$34.3K -595 -8%
IA
187
IndexIQ Advisors
New York
$398K -$456K -7,905 -53%
FRM
188
Fox Run Management
Connecticut
$393K +$393K +6,811 New
CANY
189
Caxton Associates (New York)
New York
$381K +$381K +6,610 New
MOACM
190
Mutual of America Capital Management
New York
$377K +$28.5K +495 +8%
TMAM
191
Tokio Marine Asset Management
Japan
$375K -$167K -2,900 -31%
Walleye Trading
192
Walleye Trading
New York
$367K +$353K +6,112 +2,435%
PP
193
Paloma Partners
Connecticut
$365K +$365K +6,324 New
AAM
194
Advisors Asset Management
Colorado
$330K +$330K +5,725 New
DTL
195
Dynamic Technology Lab
Singapore
$328K +$328K +5,687 New
PWM
196
Prentice Wealth Management
New York
$325K +$325K +5,636 New
AIM
197
Aigen Investment Management
New York
$323K +$323K +5,599 New
IC
198
Intersect Capital
California
$315K +$12.2K +211 +4%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$314K +$314K +5,445 New
AA
200
ALPS Advisors
Colorado
$312K -$203K -3,525 -39%
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