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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 %
US Bancorp
201
US Bancorp
Minnesota
$132K +$527 +11 +0.4%
VI
202
Vestcor Inc
New Brunswick, Canada
$118K -$13.3K -276 -10%
Macquarie Group
203
Macquarie Group
Australia
$105K +$22.5K +471 +27%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$92K +$92K +1,911 New
Ohio Public Employees Retirement System (OPERS)
205
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$1.45K +30 +2%
PHK
206
Point72 Hong Kong
Hong Kong
$73K -$194K -4,025 -73%
SOW
207
State of Wyoming
Wyoming
$69K +$69K +1,436 New
CA
208
Clearstead Advisors
Ohio
$67K – – –
FPS
209
Fieldpoint Private Securities
Connecticut
$58K -$17.1K -358 -23%
Lazard Asset Management
210
Lazard Asset Management
New York
$49K -$981K -20,511 -95%
WWM
211
Wolff Wiese Magana
California
$48K – – –
EVM
212
Eaton Vance Management
Massachusetts
$42K +$147 +3 +0.4%
SWA
213
Sutton Wealth Advisors
Florida
$41.6K +$673 +14 +2%
HF
214
Halpern Financial
Virginia
$38.4K +$38.4K +800 New
TRCT
215
Tower Research Capital (TRC)
New York
$37K -$30K -626 -45%
ETC
216
Exchange Traded Concepts
Oklahoma
$35K -$379K -7,886 -92%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$145 +3 +0.5%
TWA
218
TCI Wealth Advisors
Arizona
$24K +$5.05K +104 +27%
SPIA
219
Steward Partners Investment Advisory
New York
$22K +$7.22K +151 +49%
AF
220
Advisornet Financial
Minnesota
$21K – – –
BWA
221
BDO Wealth Advisors
Florida
$19K – – –
NFSG
222
Newbridge Financial Services Group
Florida
$15K +$96 +2 +0.6%
NFG
223
Next Financial Group
Texas
$14K +$9.33K +200 +200%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +251 New
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$11K -$46.2K -1,000 -81%
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