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Upbound Group
UPBD

Overview Fund Activity

202 hedge funds and large institutions have $1.09B invested in Upbound Group in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+26
Holders Change %
+14.77%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
60
Increased
69
Reduced
53
Closed
32
Calls
$31.7M
Puts
$58.7M
Net Calls
-$27M
Net Calls Change
-$4.52M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$45.7M
2
Nomura Holdings
Nomura Holdings
Japan
$33.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.4M
5
TA
Teachers Advisors
New York
$18.3M

Top Sellers

1
WIC
Water Island Capital
New York
$10.6M
2
AA
AQR Arbitrage
Connecticut
$15.3M
3
Citigroup
Citigroup
New York
$4.65M
4
Millennium Management
Millennium Management
New York
$4.83M
5
Marshall Wace
Marshall Wace
United Kingdom
$35K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$10.8M +$59K +2,825 +0.5%
WIC
27
Water Island Capital
New York
$10.6M -$40.3M -1,931,510 -79%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$10.6M +$10.6M +505,774 New
Ameriprise
29
Ameriprise
Minnesota
$9.5M +$1.78M +85,058 +23%
Group One Trading
30
Group One Trading
Illinois
$8.82M +$6.09M +291,555 +222%
MC
31
Maverick Capital
Texas
$8.14M +$8.14M +390,130 New
Principal Financial Group
32
Principal Financial Group
Iowa
$7.51M -$12.1K -582 -0.2%
CM
33
Caption Management
Oklahoma
$6.93M +$4.74M +226,900 +216%
Verition Fund Management
34
Verition Fund Management
Connecticut
$6.83M +$6.83M +327,081 New
JIM
35
Jupiter Investment Management
United Kingdom
$6.48M +$6.48M +310,482 New
MAM
36
Martingale Asset Management
Massachusetts
$6.28M +$6.28M +300,676 New
TCIM
37
TIAA CREF Investment Management
New York
$5.82M -$74.9K -3,589 -1%
Citadel Advisors
38
Citadel Advisors
Florida
$5.74M -$18.8M -900,609 -77%
Deutsche Bank
39
Deutsche Bank
Germany
$5.7M +$4.04M +193,473 +243%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$5.37M +$4.96M +237,786 +1,214%
Millennium Management
41
Millennium Management
New York
$4.83M -$24.1M -1,154,148 -83%
Citigroup
42
Citigroup
New York
$4.65M -$24.6M -1,178,232 -84%
AL
43
AJO LP
Pennsylvania
$4.62M +$4.62M +221,415 New
LCM
44
Landscape Capital Management
New Jersey
$4.21M -$117K -5,609 -3%
Barclays
45
Barclays
United Kingdom
$3.99M +$1.47M +70,550 +59%
CSS
46
Cubist Systematic Strategies
Connecticut
$3.93M +$2.06M +98,898 +111%
OAM
47
Oxford Asset Management
United Kingdom
$3.87M +$2.35M +112,482 +154%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$3.8M +$3.8M +182,057 New
HAI
49
Hennessy Advisors Inc
California
$3.73M +$3.73M +178,800 New
UBS Group
50
UBS Group
Switzerland
$3.66M +$3.32M +159,299 +979%
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