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Upbound Group
UPBD

Overview Fund Activity

223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
40
Increased
84
Reduced
71
Closed
28
Calls
$16.2M
Puts
$49.2M
Net Calls
-$33M
Net Calls Change
-$13.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$201M
2
RA
Royce & Associates
New York
$13.5M
3
BlackRock
BlackRock
New York
$186M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.2M
5
APG Asset Management
APG Asset Management
Netherlands
$10.8M

Top Sellers

1
SCM
SG Capital Management
Illinois
$0
2
LP
LMR Partners
United Kingdom
$24.1M
3
Morgan Stanley
Morgan Stanley
New York
$17.5M
4
Deutsche Bank
Deutsche Bank
Germany
$737K
5
CM
Caption Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
26
Federated Hermes
Pennsylvania
$11.8M +$7.69M +298,227 +188%
Principal Financial Group
27
Principal Financial Group
Iowa
$11.5M +$823K +31,921 +8%
Millennium Management
28
Millennium Management
New York
$10.9M +$6.49M +251,653 +147%
PFMOSF
29
Philadelphia Financial Management of San Francisco
California
$10.8M -$4.14M -160,603 -28%
APG Asset Management
30
APG Asset Management
Netherlands
$10.8M +$10.8M +455,332 New
Man Group
31
Man Group
United Kingdom
$10.2M -$4.95M -191,920 -33%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$9.27M +$2.39M +92,543 +35%
Ameriprise
33
Ameriprise
Minnesota
$9.25M -$2.35M -91,052 -20%
BIM
34
Bogle Investment Management
Massachusetts
$9.03M -$1.43M -55,596 -14%
Citadel Advisors
35
Citadel Advisors
Florida
$8.3M +$3.85M +149,438 +87%
American Century Companies
36
American Century Companies
Missouri
$7.06M -$197K -7,626 -3%
MAM
37
Martingale Asset Management
Massachusetts
$7.05M +$111K +4,299 +2%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$6.69M +$6.69M +259,204 New
Bank of America
39
Bank of America
North Carolina
$6.66M -$215K -8,345 -3%
Prudential Financial
40
Prudential Financial
New Jersey
$6.53M +$341K +13,218 +6%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$5.57M -$3.35M -130,039 -38%
Group One Trading
42
Group One Trading
Illinois
$4.96M -$2.12M -82,080 -30%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$4.88M -$574K -22,246 -11%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.58M +$1.24M +48,100 +37%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$4.07M +$3.24M +125,600 +391%
Barclays
46
Barclays
United Kingdom
$4.02M -$952K -36,933 -19%
BCM
47
Bridgeway Capital Management
Texas
$3.95M +$119K +4,600 +3%
Citigroup
48
Citigroup
New York
$3.93M -$959K -37,203 -20%
MSL
49
Mackay Shields LLC
New York
$3.89M -$183K -7,100 -4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.69M +$224K +8,697 +6%
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