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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 %
SCM
51
Signia Capital Management
Washington
$3.67M -$331K -12,854 -8%
First Trust Advisors
52
First Trust Advisors
Illinois
$3.64M -$1.28M -49,706 -26%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$3.54M +$457K +17,733 +15%
SEI Investments
54
SEI Investments
Pennsylvania
$3.52M +$2.22M +86,142 +172%
Legal & General Group
55
Legal & General Group
United Kingdom
$3.49M +$404K +15,654 +13%
OAM
56
Oxford Asset Management
United Kingdom
$3.47M -$388K -15,062 -10%
HAI
57
Hennessy Advisors Inc
California
$3.43M -$79.9K -3,100 -2%
PP
58
PDT Partners
New York
$3.34M -$619 -24 -0%
Bessemer Group
59
Bessemer Group
New Jersey
$3.27M +$39K +1,514 +1%
QI
60
QS Investors
New York
$3.22M +$2.34M +90,800 +266%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.2M +$642K +24,904 +25%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$3.03M -$142K -5,500 -4%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$3.01M +$1.13M +44,079 +60%
Wells Fargo
64
Wells Fargo
California
$2.75M +$62.7K +2,430 +2%
AQR Capital Management
65
AQR Capital Management
Connecticut
$2.75M +$232K +8,990 +9%
Lazard Asset Management
66
Lazard Asset Management
New York
$2.67M -$56.3K -2,184 -2%
Capital Fund Management (CFM)
67
Capital Fund Management (CFM)
France
$2.57M +$2.57M +99,570 New
3C
68
361 Capital
Colorado
$2.56M +$2.56M +99,406 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2.52M -$703K -27,257 -22%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$2.39M +$777K +30,119 +48%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$2.29M +$2.29M +88,772 New
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$2.25M +$399K +15,460 +22%
Swiss National Bank
73
Swiss National Bank
Switzerland
$2.22M +$41.3K +1,600 +2%
EI
74
EAM Investors
California
$2.18M -$578K -22,419 -21%
PSUF
75
People's United Financial
Connecticut
$2.16M +$2.16M +83,678 New
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