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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 %
SCM
51
Signia Capital Management
Washington
$4.13M – – –
OAM
52
Oxford Asset Management
United Kingdom
$3.99M -$950K -35,679 -19%
BCM
53
Bridgeway Capital Management
Texas
$3.96M – – –
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$3.75M +$3.02M +113,341 +413%
HAI
55
Hennessy Advisors Inc
California
$3.62M -$1.14M -42,800 -24%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$3.58M -$3.94K -148 -0.1%
PP
57
PDT Partners
New York
$3.45M -$622K -23,376 -15%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.45M +$1.22M +45,975 +55%
Bessemer Group
59
Bessemer Group
New Jersey
$3.33M – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$3.33M -$364K -13,663 -10%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.27M -$2.66K -100 -0.1%
Legal & General Group
62
Legal & General Group
United Kingdom
$3.18M +$16.9K +633 +0.5%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$3.18M +$195K +7,335 +7%
AI
64
Atom Investors
Texas
$2.88M +$2.88M +108,308 New
EI
65
EAM Investors
California
$2.85M +$2.85M +106,882 New
Lazard Asset Management
66
Lazard Asset Management
New York
$2.81M +$1.05M +39,450 +60%
Wells Fargo
67
Wells Fargo
California
$2.78M +$272K +10,209 +11%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.64M +$1.55M +58,100 +142%
AQR Capital Management
69
AQR Capital Management
Connecticut
$2.6M +$1.27M +47,565 +95%
CS
70
Credit Suisse
Switzerland
$2.5M -$417K -15,660 -14%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$2.35M +$1.42M +53,227 +153%
Swiss National Bank
72
Swiss National Bank
Switzerland
$2.25M +$306K +11,500 +16%
Comerica Bank
73
Comerica Bank
Texas
$2.07M +$892K +33,694 +76%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2M +$175K +6,566 +10%
BPM
75
Bowling Portfolio Management
Ohio
$1.99M +$1.99M +74,728 New
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