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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.

Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
4.76%
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
1
Fidelity Investments
Massachusetts
$105M
2
SCP
2
Steamboat Capital Partners
New York
$24.9M
3
BlackRock
3
BlackRock
New York
$466M
4
KCM
4
Kennedy Capital Management
Missouri
$20.1M
5
RJA
5
Raymond James & Associates
Florida
$19.3M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$126M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$59.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$402M
4
Man Group
4
Man Group
United Kingdom
$1.28M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$466M 8,089,747 +354,346 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$402M 6,970,878 -243,789 -3%
EC
3
Engaged Capital
California
$168M 2,918,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$126M 2,192,536 -522,800 -19%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$112M 1,947,696 -197 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$105M 1,815,954 +1,218,961 +204%
State Street
7
State Street
Massachusetts
$93.5M 1,621,110 -106,254 -6%
HRCM
8
Hood River Capital Management
Florida
$76.9M 1,334,412 -130,492 -9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$74.9M 1,298,768 -78,644 -6%
Goldman Sachs
10
Goldman Sachs
New York
$63.7M 1,104,897 +124,129 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$61.5M 1,066,786 +41,443 +4%
LSV Asset Management
12
LSV Asset Management
Illinois
$59.5M 1,031,851 -270,740 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$48.9M 848,677 +62,463 +8%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$46.2M 800,686 -118,752 -13%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$42.6M 739,587 -125,991 -15%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$40.8M 708,102 -70,678 -9%
Northern Trust
17
Northern Trust
Illinois
$34.4M 597,185 -23,549 -4%
RA
18
Royce & Associates
New York
$33.6M 583,319 -163,798 -22%
Norges Bank
19
Norges Bank
Norway
$31.7M 549,694 -123,680 -18%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$28M 485,063 -45,798 -9%
Charles Schwab
21
Charles Schwab
California
$25.4M 441,281 -12,066 -3%
SCP
22
Steamboat Capital Partners
New York
$24.9M 431,807 +431,807 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$24.4M 422,550 -158,222 -27%
Allianz Asset Management
24
Allianz Asset Management
Germany
$23.9M 415,208 +74,079 +22%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.4M 389,055 +2,987 +0.8%
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