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Upbound Group
UPBD

Overview Fund Activity

247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.

Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.82%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$195M
2
NI
2
NFC Investments
Tennessee
$9.91M
3
Millennium Management
3
Millennium Management
New York
$18.7M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.9M
5
American Century Companies
5
American Century Companies
Missouri
$7.19M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
CGM
3
Capital Growth Management
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$983K
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$466M 9,692,234 -47,002 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$338M 7,035,107 -103,711 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$195M 4,050,393 +468,210 +13%
EC
4
Engaged Capital
California
$113M 2,355,730 – –
State Street
5
State Street
Massachusetts
$104M 2,143,826 +110,073 +5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$95M 1,976,736 +59,905 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$58.4M 1,216,493 +11,141 +0.9%
Goldman Sachs
8
Goldman Sachs
New York
$52.6M 1,095,070 -48,490 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52.5M 1,093,139 -75,570 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$42.5M 884,514 -253,612 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$40M 832,299 -391,337 -32%
LSV Asset Management
12
LSV Asset Management
Illinois
$34.7M 722,260 -54,620 -7%
Northern Trust
13
Northern Trust
Illinois
$34.5M 717,245 -7,066 -1%
Norges Bank
14
Norges Bank
Norway
$30.5M 635,817 +17,200 +3%
RA
15
Royce & Associates
New York
$29M 603,134 +63,106 +12%
Charles Schwab
16
Charles Schwab
California
$25.2M 524,129 +8,867 +2%
KCM
17
Kennedy Capital Management
Missouri
$25.1M 522,149 -7,386 -1%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$23.9M 496,610 +137,833 +38%
Principal Financial Group
19
Principal Financial Group
Iowa
$22.4M 466,436 -31,149 -6%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$21.5M 446,706 -90,703 -17%
Millennium Management
21
Millennium Management
New York
$18.7M 388,933 +173,391 +80%
Morgan Stanley
22
Morgan Stanley
New York
$18.6M 386,620 -113,836 -23%
HCM
23
Huber Capital Management
California
$17.4M 363,223 +70,794 +24%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$17M 354,137 +29,861 +9%
SCP
25
Steamboat Capital Partners
New York
$16.8M 349,923 -111,569 -24%
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