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Upbound Group

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

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

48% more capital invested

Capital invested by funds: $1.96B → $2.9B (+$934M)

11% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $18.6M

9% more funds holding

Funds holding: 247270 (+23)

0.97% less ownership

Funds ownership: 93.41%92.44% (-0.97%)

36% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 116

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$466M +$18.5M +354,346 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$402M -$12.8M -243,789 -3%
EC
3
Engaged Capital
California
$168M
Renaissance Technologies
4
Renaissance Technologies
New York
$126M -$27.3M -522,800 -19%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$112M -$10.3K -197 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$105M +$63.8M +1,218,961 +204%
State Street
7
State Street
Massachusetts
$93.5M -$5.56M -106,254 -6%
HRCM
8
Hood River Capital Management
Florida
$76.9M -$6.83M -130,492 -9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$74.9M -$4.11M -78,644 -6%
Goldman Sachs
10
Goldman Sachs
New York
$63.7M +$6.49M +124,129 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$61.5M +$2.17M +41,443 +4%
LSV Asset Management
12
LSV Asset Management
Illinois
$59.5M -$14.2M -270,740 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$48.9M +$3.27M +62,463 +8%
N
14
Nuveen
North Carolina
$46.2M -$6.21M -118,752 -13%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$42.6M -$6.59M -125,991 -15%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$40.8M -$3.7M -70,678 -9%
Northern Trust
17
Northern Trust
Illinois
$34.4M -$1.23M -23,549 -4%
RA
18
Royce & Associates
New York
$33.6M -$8.57M -163,798 -22%
Norges Bank
19
Norges Bank
Norway
$31.7M -$6.47M -123,680 -18%
JP Morgan Chase
20
JP Morgan Chase
New York
$28M -$2.4M -45,798 -9%
Charles Schwab
21
Charles Schwab
California
$25.4M -$631K -12,066 -3%
SCP
22
Steamboat Capital Partners
New York
$24.9M +$22.6M +431,807 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$24.4M -$8.28M -158,222 -27%
Allianz Asset Management
24
Allianz Asset Management
Germany
$23.9M +$3.88M +74,079 +22%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.4M +$156K +2,987 +0.8%