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Upbound Group
UPBD

Overview Fund Activity

211 hedge funds and large institutions have $1.48B invested in Upbound Group in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
83
Reduced
58
Closed
28
Calls
$34.8M
Puts
$54.3M
Net Calls
-$19.6M
Net Calls Change
+$7.43M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$110M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$31.9M
3
SCM
SG Capital Management
Illinois
$23.1M
4
Morgan Stanley
Morgan Stanley
New York
$36.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$187M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
AA
AQR Arbitrage
Connecticut
$0
3
Goldman Sachs
Goldman Sachs
New York
$21.1M
4
WIC
Water Island Capital
New York
$1.05M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$12M -$139K -5,228 -1%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$11.5M +$11.5M +431,673 New
Deutsche Bank
28
Deutsche Bank
Germany
$11.3M +$4.07M +152,940 +56%
Principal Financial Group
29
Principal Financial Group
Iowa
$11M +$1.42M +53,183 +15%
BIM
30
Bogle Investment Management
Massachusetts
$10.8M +$10.8M +405,622 New
Two Sigma Advisers
31
Two Sigma Advisers
New York
$9.21M -$5.74M -215,500 -38%
Fuller & Thaler Asset Management
32
Fuller & Thaler Asset Management
California
$9.06M +$9.06M +340,124 New
CM
33
Caption Management
Oklahoma
$8.44M -$399K -15,000 -5%
American Century Companies
34
American Century Companies
Missouri
$7.49M +$7.49M +281,428 New
Group One Trading
35
Group One Trading
Illinois
$7.31M -$3.95M -148,415 -35%
MAM
36
Martingale Asset Management
Massachusetts
$7.17M -$842K -31,600 -11%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$7.11M +$257K +9,668 +4%
Bank of America
38
Bank of America
North Carolina
$7.1M +$6.04M +226,676 +569%
Prudential Financial
39
Prudential Financial
New Jersey
$6.39M +$4.43M +166,453 +227%
KBC Group
40
KBC Group
Belgium
$5.73M +$4.13M +154,977 +258%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$5.63M +$780K +29,298 +16%
LCM
42
Landscape Capital Management
New Jersey
$5.38M – – –
Barclays
43
Barclays
United Kingdom
$5.14M +$54.3K +2,038 +1%
First Trust Advisors
44
First Trust Advisors
Illinois
$5.08M +$5.08M +190,634 New
Citigroup
45
Citigroup
New York
$5.05M -$890K -33,437 -15%
Citadel Advisors
46
Citadel Advisors
Florida
$4.59M -$2.73M -102,607 -37%
Millennium Management
47
Millennium Management
New York
$4.57M -$1.59M -59,746 -26%
Federated Hermes
48
Federated Hermes
Pennsylvania
$4.23M +$4.1M +154,098 +3,196%
MSL
49
Mackay Shields LLC
New York
$4.2M +$2.03M +76,371 +94%
AFG
50
American Financial Group
Ohio
$4.19M -$74K -2,780 -2%
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