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Upbound Group
UPBD

Overview Fund Activity

270 hedge funds and large institutions have $2.86B invested in Upbound Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 118 reducing their positions, and 49 closing their positions.

Holders
270
Holders Change
-14
Holders Change %
-4.93%
% of All Funds
4.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
81
Reduced
118
Closed
49
Calls
$18.6M
Puts
$12.6M
Net Calls
+$6M
Net Calls Change
+$13.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
4
Millennium Management
New York
$12.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
4
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$547M 9,739,236 -74,279 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M 7,138,818 -733,470 -9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$201M 3,582,183 +1,237,381 +53%
EC
4
Engaged Capital
California
$132M 2,355,730 – –
State Street
5
State Street
Massachusetts
$115M 2,033,753 +11,900 +0.6%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$108M 1,916,831 -36,219 -2%
HRCM
7
Hood River Capital Management
Florida
$71.8M 1,276,821 -40,667 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$68.8M 1,223,636 -410,100 -25%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67.8M 1,205,352 -64,448 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$65.7M 1,168,709 -12,420 -1%
Goldman Sachs
11
Goldman Sachs
New York
$64.3M 1,143,560 +80,197 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$64M 1,138,126 +8,878 +0.8%
LSV Asset Management
13
LSV Asset Management
Illinois
$43.7M 776,880 -159,931 -17%
Northern Trust
14
Northern Trust
Illinois
$40.7M 724,311 -16,455 -2%
Norges Bank
15
Norges Bank
Norway
$34.8M 618,617 -17,200 -3%
RA
16
Royce & Associates
New York
$30.4M 540,028 -82,044 -13%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$30.2M 537,409 -205,214 -28%
KCM
18
Kennedy Capital Management
Missouri
$29.8M 529,535 -4,000 -0.7%
Charles Schwab
19
Charles Schwab
California
$29M 515,262 +6,859 +1%
Morgan Stanley
20
Morgan Stanley
New York
$28.1M 500,456 +63,854 +15%
Principal Financial Group
21
Principal Financial Group
Iowa
$28M 497,585 +4,382 +0.9%
SCP
22
Steamboat Capital Partners
New York
$25.9M 461,492 -2,601 -0.6%
Allianz Asset Management
23
Allianz Asset Management
Germany
$22.5M 401,003 -46,646 -10%
PFMOSF
24
Philadelphia Financial Management of San Francisco
California
$20.3M 361,591 +43,318 +14%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$20.2M 358,777 +358,777 New
1
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