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Upbound Group
UPBD

Overview Fund Activity

207 hedge funds and large institutions have $1.5B invested in Upbound Group in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
52
Reduced
92
Closed
32
Calls
$10.5M
Puts
$5.25M
Net Calls
+$5.23M
Net Calls Change
+$3.15M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
$31.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40.5M
3
LSV Asset Management
LSV Asset Management
Illinois
$22M
4
Nomura Holdings
Nomura Holdings
Japan
$54.4M
5
Goldman Sachs
Goldman Sachs
New York
$39.9M

Top Sellers

1
CCM
Cloverdale Capital Management
Texas
$5.69M
2
Renaissance Technologies
Renaissance Technologies
New York
$101M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$223M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$1.71M -$101K -3,639 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.68M -$58.7K -2,111 -3%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.64M -$534K -19,180 -25%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$1.64M -$1.95M -69,917 -54%
GC
80
Gratia Capital
California
$1.61M -$493K -17,727 -24%
MAM
81
Meeder Asset Management
Ohio
$1.59M +$1.13M +40,699 +249%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$1.58M – – –
Comerica Bank
83
Comerica Bank
Texas
$1.44M +$93.8K +3,352 +7%
UBS AM
84
UBS AM
Illinois
$1.39M +$94.9K +3,410 +7%
Barclays
85
Barclays
United Kingdom
$1.35M -$732K -26,291 -35%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$1.35M +$408K +14,665 +43%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.29M +$52.9K +1,900 +4%
AIMCA
88
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.28M – – –
SOADOR
89
State of Alaska Department of Revenue
Alaska
$1.27M +$57.6K +2,070 +5%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$1.26M +$1.26M +45,405 New
UBS Group
91
UBS Group
Switzerland
$1.24M -$1.08M -38,845 -46%
IRC
92
Investors Research Corp
Georgia
$1.22M -$26.4K -950 -2%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$1.21M – – –
CIM
94
Cambria Investment Management
California
$1.21M -$238K -8,541 -16%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$1.15M -$212K -7,603 -16%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.13M -$21.9K -786 -2%
HA
97
Heartland Advisors
Wisconsin
$1.12M +$1.12M +40,220 New
TPSF
98
Texas Permanent School Fund
Texas
$1.06M -$102K -3,665 -9%
SGAM
99
Smith Group Asset Management
Texas
$1.06M -$9.4K -338 -0.9%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.04M -$109K -3,922 -10%
2 3
4
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