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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 %
Osaic Holdings
176
Osaic Holdings
Arizona
$543K +$335K +6,316 +161%
PCM
177
Prelude Capital Management
New York
$535K +$92.5K +1,743 +21%
QI
178
QS Investors
New York
$531K -$7.97K -150 -1%
LWAM
179
Legacy Wealth Asset Management
Minnesota
$520K +$520K +9,801 New
ETC
180
Exchange Traded Concepts
Oklahoma
$511K +$75K +1,412 +17%
DM
181
Delphi Management
Massachusetts
$497K +$497K +9,362 New
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$475K +$37.1K +700 +8%
TRCT
183
Tower Research Capital (TRC)
New York
$472K +$57K +1,073 +14%
WAM
184
Wolverine Asset Management
Illinois
$459K – – –
HSBC Holdings
185
HSBC Holdings
United Kingdom
$457K -$340K -6,443 -43%
CCIA
186
Campbell & Co Investment Adviser
Maryland
$451K +$170K +3,200 +60%
MOACM
187
Mutual of America Capital Management
New York
$450K +$103K +1,944 +30%
SAM
188
Shell Asset Management
Netherlands
$446K +$23.9K +450 +6%
BAM
189
Belpointe Asset Management
Nevada
$434K -$42.5K -800 -9%
ACM
190
AlphaStar Capital Management
North Carolina
$432K +$432K +8,094 New
GC
191
Guggenheim Capital
Illinois
$431K -$38.1K -718 -8%
CIP
192
Cornerstone Investment Partners
Georgia
$431K – – –
CWM
193
Chesapeake Wealth Management
Virginia
$423K -$51.2K -965 -11%
PI
194
PEAK6 Investments
Illinois
$418K +$391K +7,366 +1,453%
SPC
195
Sigma Planning Corp
Michigan
$413K +$202K +3,807 +96%
NAM
196
NorthCoast Asset Management
Connecticut
$409K – – –
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$405K – – –
CTC
198
Central Trust Company
Missouri
$398K – – –
FIM
199
Freedom Investment Management
Connecticut
$381K +$135K +2,543 +55%
IA
200
IndexIQ Advisors
New York
$372K +$5.78K +109 +2%
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