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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $1.96B invested in Upbound Group in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 40 closing their positions.

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
81
Reduced
92
Closed
40
Calls
$16.8M
Puts
$11.1M
Net Calls
+$5.76M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
1
BlackRock
New York
$296M
2
HRCM
2
Hood River Capital Management
Florida
$56.1M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$10.8M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$9.88M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$22.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$37.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$104M
3
JAM
3
Jupiter Asset Management
United Kingdom
$4.27M
4
RA
4
Royce & Associates
New York
$28.6M
5
CGM
5
Capital Growth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$296M 7,735,401 +469,755 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M 7,214,667 -124,985 -2%
EC
3
Engaged Capital
California
$112M 2,918,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$104M 2,715,336 -439,888 -14%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$74.6M 1,947,893 +6,313 +0.3%
State Street
6
State Street
Massachusetts
$66.7M 1,727,364 +62,386 +4%
HRCM
7
Hood River Capital Management
Florida
$56.1M 1,464,904 +422,933 +41%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$52.7M 1,377,412 -4,718 -0.3%
LSV Asset Management
9
LSV Asset Management
Illinois
$49.9M 1,302,591 -158,516 -11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$39.3M 1,025,343 +234,648 +30%
Goldman Sachs
11
Goldman Sachs
New York
$37.6M 980,768 -599,778 -38%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$35.2M 919,438 -33,017 -3%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$33.1M 865,578 -1,000 -0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30.1M 786,214 -25,492 -3%
KBC Group
15
KBC Group
Belgium
$30M 142,614 -2,164 -1%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$29.8M 778,780 +4,419 +0.6%
RA
17
Royce & Associates
New York
$28.6M 747,117 -315,094 -30%
Norges Bank
18
Norges Bank
Norway
$25.8M 673,374 -28,323 -4%
Northern Trust
19
Northern Trust
Illinois
$23.8M 620,734 -20,298 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22.9M 596,993 +257,755 +76%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$22.2M 580,772 -120,261 -17%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$20.3M 530,861 -107,009 -17%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$18.3M 479,219 -19,705 -4%
Morgan Stanley
24
Morgan Stanley
New York
$18.2M 475,007 +5,427 +1%
Charles Schwab
25
Charles Schwab
California
$17.4M 453,347 -54,344 -11%
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