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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 %
HIM
51
Hillsdale Investment Management
Ontario, Canada
$4.22M – – –
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$3.94M -$492K -16,451 -11%
MWNA
53
Marshall Wace North America
New York
$3.54M +$3.54M +118,551 New
Two Sigma Advisers
54
Two Sigma Advisers
New York
$3.47M -$863K -28,861 -20%
SCM
55
Shelton Capital Management
Colorado
$3.45M +$3.45M +115,427 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$3.43M +$124K +4,154 +4%
Swiss National Bank
57
Swiss National Bank
Switzerland
$3.29M – – –
MSL
58
Mackay Shields LLC
New York
$3.27M +$816K +27,300 +33%
Group One Trading
59
Group One Trading
Illinois
$3.25M +$229K +7,661 +8%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$3.21M -$51.6K -1,728 -2%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.21M -$31.1K -1,040 -1%
IWA
62
IBEX Wealth Advisors
New Jersey
$3.1M +$3.1M +103,628 New
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$2.93M -$90K -3,011 -3%
Victory Capital Management
64
Victory Capital Management
Texas
$2.89M +$396K +13,242 +16%
AAM
65
Arabesque Asset Management
United Kingdom
$2.83M +$2.83M +94,674 New
Two Sigma Investments
66
Two Sigma Investments
New York
$2.76M +$1.83M +61,082 +195%
First Trust Advisors
67
First Trust Advisors
Illinois
$2.68M +$1.87M +62,604 +232%
HAI
68
Hennessy Advisors Inc
California
$2.61M -$111K -3,700 -4%
PP
69
PDT Partners
New York
$2.59M +$2.59M +86,800 New
APG Asset Management
70
APG Asset Management
Netherlands
$2.54M -$645K -25,300 -20%
IA
71
Icon Advisers
Colorado
$2.42M – – –
TD Asset Management
72
TD Asset Management
Ontario, Canada
$2.4M +$221K +7,400 +10%
CSS
73
Cubist Systematic Strategies
Connecticut
$2.35M +$1.72M +57,565 +273%
GC
74
Gratia Capital
California
$2.34M +$619K +20,706 +36%
Deutsche Bank
75
Deutsche Bank
Germany
$2.3M +$75.3K +2,518 +3%
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