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Upbound Group
UPBD

Overview Fund Activity

221 hedge funds and large institutions have $1.66B invested in Upbound Group in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
74
Reduced
88
Closed
30
Calls
$14.6M
Puts
$55.1M
Net Calls
-$40.5M
Net Calls Change
-$7.45M

Top Buyers

1
RA
1
Royce & Associates
New York
$33.3M
2
SCM
2
SG Capital Management
Illinois
$16.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$15.4M
4
JIM
4
Jupiter Investment Management
United Kingdom
$14.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$17.7M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$14.2M
3
Millennium Management
3
Millennium Management
New York
$273K
4
BIM
4
Bogle Investment Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
26
Man Group
United Kingdom
$14.8M 512,020 +118,008 +30%
APG Asset Management
27
APG Asset Management
Netherlands
$14.4M 560,917 +105,585 +23%
JIM
28
Jupiter Investment Management
United Kingdom
$14.3M 495,911 +462,527 +1,385%
Goldman Sachs
29
Goldman Sachs
New York
$14.2M 491,614 -503,642 -51%
PFMOSF
30
Philadelphia Financial Management of San Francisco
California
$13.7M 474,124 +53,818 +13%
Federated Hermes
31
Federated Hermes
Pennsylvania
$13.5M 469,720 +12,574 +3%
PPA
32
Parametric Portfolio Associates
Washington
$12.6M 438,564 -121,354 -22%
Principal Financial Group
33
Principal Financial Group
Iowa
$12.4M 429,877 -15,253 -3%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$11.9M 413,889 +54,312 +15%
Ameriprise
35
Ameriprise
Minnesota
$9.89M 342,924 -15,777 -4%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$9.64M 334,401 +309,817 +1,260%
Capital Fund Management (CFM)
37
Capital Fund Management (CFM)
France
$7.74M 268,520 +168,950 +170%
MAM
38
Martingale Asset Management
Massachusetts
$7.15M 247,756 -25,619 -9%
Prudential Financial
39
Prudential Financial
New Jersey
$7.12M 246,951 -6,175 -2%
Bank of America
40
Bank of America
North Carolina
$7.1M 246,236 -11,954 -5%
Wells Fargo
41
Wells Fargo
California
$6.77M 234,754 +127,950 +120%
KBC Group
42
KBC Group
Belgium
$5.8M 200,926 +152,452 +315%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$5.73M 198,800 -17,100 -8%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$5.03M 176,720 +176,720 New
HIM
45
Hillsdale Investment Management
Ontario, Canada
$4.98M 172,600 +14,900 +9%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$4.93M 170,734 +53,666 +46%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.83M 167,454 -10,147 -6%
MC
48
Maverick Capital
Texas
$4.67M 161,744 +161,744 New
Citigroup
49
Citigroup
New York
$4.62M 160,107 +7,757 +5%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$4.52M 156,854 -32,255 -17%
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