UPBD icon

Upbound Group
UPBD

Overview Fund Activity

270 hedge funds and large institutions have $2.86B invested in Upbound Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-14
Holders Change %
-4.93%
% of All Funds
4.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
81
Reduced
118
Closed
49
Calls
$18.6M
Puts
$12.6M
Net Calls
+$6M
Net Calls Change
+$13.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
4
Millennium Management
New York
$12.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
4
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DM
176
Delphi Management
Massachusetts
$445K -$81.6K -1,451 -15%
CTC
177
Central Trust Company
Missouri
$444K +$22.5K +400 +5%
IA
178
IndexIQ Advisors
New York
$438K +$43.9K +781 +11%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$429K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$390K +$1.52K +27 +0.4%
CIP
181
Cornerstone Investment Partners
Georgia
$372K -$84.2K -1,500 -18%
TCM
182
Tributary Capital Management
Nebraska
$360K +$360K +6,400 New
SSG
183
Summit Securities Group
New York
$360K +$360K +6,400 New
EGM
184
Engineers Gate Manager
New York
$350K -$2.42M -43,012 -87%
CAGAS
185
Capital Advisory Group Advisory Services
Minnesota
$347K +$117K +2,084 +51%
AA
186
ALPS Advisors
Colorado
$343K +$38.3K +681 +13%
PA
187
Profund Advisors
Maryland
$338K -$37.9K -675 -10%
CWM
188
Chesapeake Wealth Management
Virginia
$333K -$116K -2,055 -26%
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
$332K +$332K +5,915 New
FRM
190
Fox Run Management
Connecticut
$329K +$77.5K +1,381 +31%
PWM
191
Prentice Wealth Management
New York
$328K -$3.94K -70 -1%
IC
192
Intersect Capital
California
$316K +$9.5K +169 +3%
ACI
193
AMP Capital Investors
Australia
$315K -$399K -7,100 -56%
PHK
194
Point72 Hong Kong
Hong Kong
$311K -$363K -6,463 -54%
CSS
195
Cubist Systematic Strategies
Connecticut
$309K -$1.28M -22,780 -81%
ECM
196
ExodusPoint Capital Management
New York
$305K +$305K +5,431 New
Simplex Trading
197
Simplex Trading
Illinois
$303K +$21.7K +400 +8%
SC
198
Scotia Capital
Ontario, Canada
$301K +$45.4K +808 +18%
Janus Henderson Group
199
Janus Henderson Group
United Kingdom
$293K +$293K +5,212 New
AIP
200
Ameritas Investment Partners
Nebraska
$291K – – –
6 7
8
9 10