UPBD icon

Upbound Group
UPBD

Overview Fund Activity

246 hedge funds and large institutions have $1.56B invested in Upbound Group in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+39
Holders Change %
+18.84%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
78
Reduced
78
Closed
17
Calls
$20.5M
Puts
$7.94M
Net Calls
+$12.5M
Net Calls Change
+$7.29M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$43.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$58M
3
JAM
Jupiter Asset Management
United Kingdom
$13.1M
4
CGM
Capital Growth Management
Massachusetts
$8.37M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
EC
Engaged Capital
California
$87.2M
2
Nomura Holdings
Nomura Holdings
Japan
$10.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$219M
4
Renaissance Technologies
Renaissance Technologies
New York
$94.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$12M +$190K +6,353 +2%
Allianz Asset Management
27
Allianz Asset Management
Germany
$11.6M -$2.36M -78,948 -17%
Nomura Holdings
28
Nomura Holdings
Japan
$10.4M -$48.5M -1,619,233 -82%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$10.1M +$3.33M +111,489 +49%
Federated Hermes
30
Federated Hermes
Pennsylvania
$9.74M +$575K +19,241 +6%
CT
31
CGM Trust
Massachusetts
$8.37M +$8.37M +280,000 New
CGM
32
Capital Growth Management
Massachusetts
$8.37M +$8.37M +280,000 New
IECM
33
Intrinsic Edge Capital Management
Illinois
$7.69M +$2.68M +89,816 +54%
Wells Fargo
34
Wells Fargo
California
$7.49M +$2.65M +88,845 +55%
Capital Fund Management (CFM)
35
Capital Fund Management (CFM)
France
$7.34M +$1.51M +50,383 +26%
Man Group
36
Man Group
United Kingdom
$7.31M -$2.99K -100 -0%
Bank of America
37
Bank of America
North Carolina
$7.1M +$357K +11,961 +5%
Ameriprise
38
Ameriprise
Minnesota
$6.8M -$208K -6,947 -3%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$6.8M +$558K +18,586 +9%
PPA
40
Parametric Portfolio Associates
Washington
$6.46M +$514K +17,200 +9%
Marshall Wace
41
Marshall Wace
United Kingdom
$6.31M +$6.31M +211,005 New
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$6.06M -$262K -8,772 -4%
AL
43
AJO LP
Pennsylvania
$5.81M -$143K -4,775 -2%
AAMU
44
Amundi Asset Management US
Massachusetts
$5.35M +$5.14M +171,890 +2,423%
SEI Investments
45
SEI Investments
Pennsylvania
$5.34M +$1.81M +60,487 +51%
NCM
46
Nantahala Capital Management
Connecticut
$5.3M +$49.5K +1,655 +0.9%
MAM
47
Martingale Asset Management
Massachusetts
$4.98M -$3.78M -126,302 -43%
Legal & General Group
48
Legal & General Group
United Kingdom
$4.76M +$4.75K +159 +0.1%
Citadel Advisors
49
Citadel Advisors
Florida
$4.41M +$3.47M +116,207 +372%
KBC Group
50
KBC Group
Belgium
$4.33M -$333K -11,144 -7%
1
2
3 4 5