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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
+$70.3M
2
SCP
Steamboat Capital Partners
New York
+$24.9M
3
BlackRock
BlackRock
New York
+$20.4M
4
KCM
Kennedy Capital Management
Missouri
+$20.1M
5
RJA
Raymond James & Associates
Florida
+$11.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$30.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$15.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.1M
4
Man Group
Man Group
United Kingdom
-$11.7M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
201
Campbell & Co Investment Adviser
Maryland
$306K +$346 +6 +0.1%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$303K +$8.48K +147 +3%
SW
203
SVB Wealth
Massachusetts
$302K +$302K +5,240 New
PA
204
Profund Advisors
Maryland
$298K -$31.3K -544 -10%
UFF
205
USA Financial Formulas
Michigan
$284K +$284K +4,925 New
RWM
206
Ritholtz Wealth Management
New York
$276K -$54.2K -940 -16%
GTCM
207
Gyon Technologies Capital Management
New Jersey
$271K +$271K +4,708 New
FIM
208
Freedom Investment Management
Connecticut
$267K +$267K +4,629 New
DT
209
Diversified Trust
Tennessee
$258K +$258K +4,466 New
AC
210
Avestar Capital
New York
$256K -$352K -5,974 -58%
SC
211
Scotia Capital
Ontario, Canada
$253K +$253K +4,383 New
WCM
212
Wedge Capital Management
North Carolina
$248K -$189K -3,279 -43%
CAN
213
Cetera Advisor Networks
California
$247K +$247K +4,281 New
CBN
214
Cadence Bank NA
Texas
$233K +$233K +4,040 New
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$231K +$231K +4,000 New
SPC
216
Sigma Planning Corp
Michigan
$229K +$229K +3,966 New
MCC
217
Money Concepts Capital
Florida
$228K +$228K +3,960 New
AIP
218
Ameritas Investment Partners
Nebraska
$227K -$13.1K -227 -5%
Osaic Holdings
219
Osaic Holdings
Arizona
$227K +$21K +364 +10%
Lazard Asset Management
220
Lazard Asset Management
New York
$227K +$121K +2,096 +114%
TW
221
TrinityPoint Wealth
Connecticut
$224K +$224K +3,879 New
HighTower Advisors
222
HighTower Advisors
Illinois
$220K -$277K -4,822 -56%
ASN
223
Advisory Services Network
Georgia
$207K +$42.5K +737 +26%
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$206K +$206K +3,565 New
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$191K +$185K +3,206 +2,915%
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