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Upbound Group
UPBD

Overview Fund Activity

246 hedge funds and large institutions have $1.56B invested in Upbound Group in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+39
Holders Change %
+18.84%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
78
Reduced
78
Closed
17
Calls
$20.5M
Puts
$7.94M
Net Calls
+$12.5M
Net Calls Change
+$7.29M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$43.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$58M
3
JAM
Jupiter Asset Management
United Kingdom
$13.1M
4
CGM
Capital Growth Management
Massachusetts
$8.37M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
EC
Engaged Capital
California
$87.2M
2
Nomura Holdings
Nomura Holdings
Japan
$10.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$219M
4
Renaissance Technologies
Renaissance Technologies
New York
$94.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
ClariVest Asset Management
California
$13K – – –
AF
227
Advisornet Financial
Minnesota
$13K – – –
JWM
228
Jeppson Wealth Management
California
$9K +$9K +300 New
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +300 New
HI
230
Human Investing
Oregon
$7K – – –
Millennium Management
231
Millennium Management
New York
$6.03K +$2.34K +78,160 +63%
TWA
232
TCI Wealth Advisors
Arizona
$6K +$234 +8 +4%
ACM
233
AUA Capital Management
Pennsylvania
$4K +$4K +138 New
FHA
234
Flagship Harbor Advisors
Massachusetts
$4K +$4K +150 New
TFO
235
Tarbox Family Office
California
$3K – – –
FHA
236
First Horizon Advisors
Tennessee
$3K +$457 +16 +18%
AssetMark Inc
237
AssetMark Inc
California
$3K +$886 +26 +42%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$2K – – –
QCG
239
Quadrant Capital Group
Ohio
$2K – – –
PFS
240
Prospera Financial Services
Texas
$2K +$2K +70 New
FP
241
Financial Perspectives
Minnesota
$598 – – –
CCM
242
Cloverdale Capital Management
Texas
– -$5.69M -204,687 Closed
Bessemer Group
243
Bessemer Group
New Jersey
– -$3.64M -130,778 Closed
Barrow, Hanley, Mewhinney & Strauss
244
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$913K -32,829 Closed
CIBC World Market
245
CIBC World Market
Ontario, Canada
– -$891K -32,018 Closed
SRAM
246
Stone Ridge Asset Management
New York
– -$818K -29,410 Closed
BAM
247
Blueshift Asset Management
New Jersey
– -$582K -20,915 Closed
ERM
248
Elm Ridge Management
New York
– -$536K -19,276 Closed
SGI
249
Summit Global Investments
Utah
– -$417K -15,000 Closed
6M
250
6 Meridian
Kansas
– -$389K -13,969 Closed
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