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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 %
RJA
76
Raymond James & Associates
Florida
$2.19M +$282K +9,419 +15%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$2.19M +$418 +14 +0%
FMBTD
78
First Midwest Bank Trust Division
Illinois
$2.14M +$1.28M +42,804 +149%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$2.1M -$281K -9,391 -12%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$2.03M +$583K +19,510 +40%
LG
81
Leuthold Group
Minnesota
$2.03M +$2.03M +67,755 New
AllianceBernstein
82
AllianceBernstein
Tennessee
$2.02M -$51.1K -1,710 -2%
AQR Capital Management
83
AQR Capital Management
Connecticut
$2M +$238K +7,962 +14%
Barclays
84
Barclays
United Kingdom
$1.92M +$467K +15,624 +32%
CS
85
Credit Suisse
Switzerland
$1.89M -$79.5K -2,659 -4%
Prudential Financial
86
Prudential Financial
New Jersey
$1.86M -$38.9K -1,300 -2%
Connor, Clark & Lunn Investment Management (CC&L)
87
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.81M -$164K -5,496 -8%
HCM
88
Huber Capital Management
California
$1.76M +$1.09M +36,500 +163%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$1.71M -$423K -14,168 -20%
MAM
90
Meeder Asset Management
Ohio
$1.69M -$11.6K -387 -0.7%
Comerica Bank
91
Comerica Bank
Texas
$1.66M -$24.3K -742 -1%
Canada Life
92
Canada Life
Manitoba, Canada
$1.64M -$202K -6,751 -11%
Citigroup
93
Citigroup
New York
$1.61M -$556K -18,596 -26%
UBS Group
94
UBS Group
Switzerland
$1.58M +$246K +8,235 +18%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$1.57M +$674K +22,558 +75%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$1.53M -$233K -7,783 -13%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$1.51M +$124K +4,157 +9%
HA
98
Heartland Advisors
Wisconsin
$1.5M +$292K +9,780 +24%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$1.41M -$283K -9,480 -17%
VIA
100
Vident Investment Advisory
Georgia
$1.39M -$475K -15,886 -25%
2 3
4
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