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Upbound Group
UPBD

Overview Fund Activity

207 hedge funds and large institutions have $1.5B invested in Upbound Group in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
52
Reduced
92
Closed
32
Calls
$10.5M
Puts
$5.25M
Net Calls
+$5.23M
Net Calls Change
+$3.15M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
$31.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40.5M
3
LSV Asset Management
LSV Asset Management
Illinois
$22M
4
Nomura Holdings
Nomura Holdings
Japan
$54.4M
5
Goldman Sachs
Goldman Sachs
New York
$39.9M

Top Sellers

1
CCM
Cloverdale Capital Management
Texas
$5.69M
2
Renaissance Technologies
Renaissance Technologies
New York
$101M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$223M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$11M -$355K -12,772 -3%
JIM
27
Jupiter Investment Management
United Kingdom
$8.73M -$2.06M -74,121 -19%
Federated Hermes
28
Federated Hermes
Pennsylvania
$8.53M -$5.01M -180,218 -37%
MAM
29
Martingale Asset Management
Massachusetts
$8.15M +$1.15M +41,212 +16%
Man Group
30
Man Group
United Kingdom
$6.81M -$269K -9,675 -4%
Ameriprise
31
Ameriprise
Minnesota
$6.52M -$1.35M -48,636 -17%
Morgan Stanley
32
Morgan Stanley
New York
$6.34M +$1.76M +63,352 +39%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$6.34M +$5.43M +195,036 +596%
Bank of America
34
Bank of America
North Carolina
$6.28M -$911K -32,756 -13%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$5.88M -$72.9K -2,622 -1%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$5.72M +$76.9K +2,794 +1%
CCM
37
Cloverdale Capital Management
Texas
$5.69M -$26M -934,306 -82%
AL
38
AJO LP
Pennsylvania
$5.54M +$5.24M +188,469 +1,781%
PPA
39
Parametric Portfolio Associates
Washington
$5.53M -$396K -14,240 -7%
Capital Fund Management (CFM)
40
Capital Fund Management (CFM)
France
$5.43M -$2.94M -105,793 -35%
NCM
41
Nantahala Capital Management
Connecticut
$4.88M +$4.88M +175,510 New
IECM
42
Intrinsic Edge Capital Management
Illinois
$4.66M +$4.66M +167,452 New
Wells Fargo
43
Wells Fargo
California
$4.5M +$1.25M +44,920 +38%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.43M +$493K +17,717 +13%
KBC Group
45
KBC Group
Belgium
$4.34M +$1.3M +46,821 +43%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.13M -$160K -5,746 -4%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$4.04M -$1.39M -49,800 -26%
HIM
48
Hillsdale Investment Management
Ontario, Canada
$3.92M +$11.8K +425 +0.3%
Bessemer Group
49
Bessemer Group
New Jersey
$3.64M +$4.95K +178 +0.1%
Millennium Management
50
Millennium Management
New York
$3.44M +$3.44M +123,642 New
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