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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
BlackRock
New York
$521M
2
Vanguard Group
Vanguard Group
Pennsylvania
$418M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
4
State Street
State Street
Massachusetts
$108M
5
CGM
Capital Growth Management
Massachusetts
$17.8M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.04M
2
EC
Engaged Capital
California
$125M
3
Renaissance Technologies
Renaissance Technologies
New York
$86.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$367K +$87.8K +1,652 +31%
PA
202
Profund Advisors
Maryland
$355K +$80.3K +1,513 +29%
MAM
203
Martingale Asset Management
Massachusetts
$351K -$1.46M -27,441 -81%
PAG
204
Private Advisor Group
New Jersey
$350K +$350K +6,598 New
Teacher Retirement System of Texas
205
Teacher Retirement System of Texas
Texas
$340K +$50.7K +954 +18%
PWM
206
Prentice Wealth Management
New York
$313K +$14.3K +269 +5%
IC
207
Intersect Capital
California
$289K -$530 -10 -0.2%
AA
208
ALPS Advisors
Colorado
$288K – – –
Simplex Trading
209
Simplex Trading
Illinois
$275K +$108K +2,039 +65%
AIP
210
Ameritas Investment Partners
Nebraska
$274K +$65K +1,227 +31%
SW
211
SVB Wealth
Massachusetts
$271K -$6.35K -120 -2%
HighTower Advisors
212
HighTower Advisors
Illinois
$270K +$67.4K +1,272 +33%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$262K -$132K -2,493 -34%
SG Americas Securities
214
SG Americas Securities
New York
$256K -$179K -3,370 -41%
RWM
215
Ritholtz Wealth Management
New York
$250K -$4.03K -76 -2%
NICM
216
Neo Ivy Capital Management
New York
$244K +$208K +3,932 +583%
SAIG
217
Semper Augustus Investments Group
Colorado
$244K +$244K +4,600 New
UFF
218
USA Financial Formulas
Michigan
$243K -$18.6K -350 -7%
SC
219
Scotia Capital
Ontario, Canada
$241K +$8.74K +165 +4%
PMG
220
ProVise Management Group
Florida
$241K +$241K +4,547 New
FRM
221
Fox Run Management
Connecticut
$238K -$124K -2,332 -34%
AC
222
Avestar Capital
New York
$231K -$533 -10 -0.2%
FEM
223
Fulcrum Equity Management
Texas
$229K +$229K +4,313 New
CANY
224
Caxton Associates (New York)
New York
$225K -$125K -2,365 -36%
BCM
225
Bayesian Capital Management
New York
$225K +$225K +4,234 New
7 8
9
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