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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 %
PWM
176
Prentice Wealth Management
New York
$276K -$4.13K -86 -1%
VF
177
Virtu Financial
New York
$274K +$96.3K +2,003 +54%
CGH
178
Crossmark Global Holdings
Texas
$273K -$366K -7,620 -57%
CSS
179
Cubist Systematic Strategies
Connecticut
$272K +$8.45K +176 +3%
PCM
180
Palouse Capital Management
Washington
$270K +$270K +5,623 New
CIBC Asset Management
181
CIBC Asset Management
Ontario, Canada
$264K +$264K +5,491 New
QT
182
Quantamental Technologies
New York
$259K +$259K +5,381 New
IC
183
Intersect Capital
California
$254K -$16.4K -341 -6%
AIP
184
Ameritas Investment Partners
Nebraska
$248K – – –
HighTower Advisors
185
HighTower Advisors
Illinois
$247K -$781K -16,416 -76%
CWM
186
Chesapeake Wealth Management
Virginia
$228K -$56.5K -1,175 -20%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$222K +$222K +4,612 New
RWM
188
Ritholtz Wealth Management
New York
$221K -$3.51K -73 -2%
ETM
189
Euclidean Technologies Management
Washington
$217K +$217K +4,509 New
Grantham, Mayo, Van Otterloo & Co (GMO)
190
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$216K -$1.05M -21,779 -83%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$214K -$519K -10,837 -71%
SPC
192
Sigma Planning Corp
Michigan
$211K +$4.57K +95 +2%
MPM
193
Meritage Portfolio Management
Kansas
$211K +$10.8K +226 +5%
AC
194
Avestar Capital
New York
$209K – – –
SW
195
SVB Wealth
Massachusetts
$204K -$31.2K -649 -13%
FEM
196
Fulcrum Equity Management
Texas
$200K -$3.94K -82 -2%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$189K +$60.1K +1,252 +47%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$180K +$16.9K +349 +10%
PCMC
199
Paragon Capital Management (Colorado)
Colorado
$167K +$167K +3,478 New
GCM
200
Gladius Capital Management
Illinois
$142K +$142K +2,942 New
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