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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.

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
1
BlackRock
New York
$521M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
State Street
4
State Street
Massachusetts
$108M
5
CGM
5
Capital Growth Management
Massachusetts
$17.8M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$4.04M
2
EC
2
Engaged Capital
California
$125M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$86.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$521M 9,813,515 +1,723,768 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M 7,872,288 +901,410 +13%
EC
3
Engaged Capital
California
$125M 2,355,730 -562,879 -19%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$124M 2,344,802 +528,848 +29%
State Street
5
State Street
Massachusetts
$108M 2,021,853 +400,743 +25%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$104M 1,953,050 +5,354 +0.3%
Renaissance Technologies
7
Renaissance Technologies
New York
$86.7M 1,633,736 -558,800 -25%
HRCM
8
Hood River Capital Management
Florida
$69.9M 1,317,488 -16,924 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67.4M 1,269,800 -28,968 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$62.7M 1,181,129 +332,452 +39%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$59.9M 1,129,248 +62,462 +6%
Goldman Sachs
12
Goldman Sachs
New York
$56.4M 1,063,363 -41,534 -4%
LSV Asset Management
13
LSV Asset Management
Illinois
$49.7M 936,811 -95,040 -9%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$39.4M 742,623 -58,063 -7%
Northern Trust
15
Northern Trust
Illinois
$39.3M 740,766 +143,581 +24%
Norges Bank
16
Norges Bank
Norway
$33.7M 635,817 +86,123 +16%
RA
17
Royce & Associates
New York
$33M 622,072 +38,753 +7%
KCM
18
Kennedy Capital Management
Missouri
$28.3M 533,535 +184,810 +53%
Charles Schwab
19
Charles Schwab
California
$27M 508,403 +67,122 +15%
Principal Financial Group
20
Principal Financial Group
Iowa
$26.2M 493,203 +104,148 +27%
SCP
21
Steamboat Capital Partners
New York
$24.6M 464,093 +32,286 +7%
Allianz Asset Management
22
Allianz Asset Management
Germany
$23.8M 447,649 +32,441 +8%
Morgan Stanley
23
Morgan Stanley
New York
$23.2M 436,602 +79,661 +22%
CGM
24
Capital Growth Management
Massachusetts
$17.8M 335,000 +335,000 New
Victory Capital Management
25
Victory Capital Management
Texas
$17.3M 325,542 +23,340 +8%
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