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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $759M invested in Upbound Group in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
68
Reduced
82
Closed
41
Calls
$4.35M
Puts
$2.26M
Net Calls
+$2.08M
Net Calls Change
+$42.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$7.99M
2
CCM
Cloverdale Capital Management
Texas
+$6.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.47M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.44M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.99M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$33M
2
SCM
SG Capital Management
Illinois
-$16.5M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$13.7M
4
Morgan Stanley
Morgan Stanley
New York
-$5.87M
5
APG Asset Management
APG Asset Management
Netherlands
-$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$1.66M -$559K -39,521 -25%
Wells Fargo
52
Wells Fargo
California
$1.65M -$1.67M -117,977 -50%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.6M -$58K -4,100 -4%
QI
54
QS Investors
New York
$1.58M -$168K -11,903 -10%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.56M – – –
Lazard Asset Management
56
Lazard Asset Management
New York
$1.55M -$297K -20,980 -16%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$1.55M -$102K -7,200 -6%
KBC Group
58
KBC Group
Belgium
$1.54M -$1.3M -91,825 -46%
American Century Companies
59
American Century Companies
Missouri
$1.41M -$383K -27,060 -21%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.41M +$390K +27,592 +38%
HAI
61
Hennessy Advisors Inc
California
$1.34M -$478K -33,800 -26%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$1.33M – – –
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.28M +$29.7K +2,100 +2%
SEI Investments
64
SEI Investments
Pennsylvania
$1.24M -$434K -30,683 -26%
Citadel Advisors
65
Citadel Advisors
Florida
$1.19M -$63.1K -4,461 -5%
UBS Group
66
UBS Group
Switzerland
$1.18M -$454K -32,124 -28%
EGM
67
Engineers Gate Manager
New York
$1.17M +$1.17M +82,570 New
First Trust Advisors
68
First Trust Advisors
Illinois
$1.15M -$498K -35,263 -30%
RJA
69
Raymond James & Associates
Florida
$1.12M +$262K +18,533 +31%
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.12M -$1.25M -88,400 -53%
AQR Capital Management
71
AQR Capital Management
Connecticut
$1.1M -$34.7K -2,452 -3%
GC
72
Gratia Capital
California
$1.07M +$157K +11,102 +17%
Barclays
73
Barclays
United Kingdom
$1.06M -$1.11M -78,369 -51%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.05M -$11.9K -841 -1%
VIA
75
Vident Investment Advisory
Georgia
$1.03M -$239K -16,917 -19%
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