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Upbound Group
UPBD

Overview Fund Activity

202 hedge funds and large institutions have $1.09B invested in Upbound Group in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+26
Holders Change %
+14.77%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
60
Increased
69
Reduced
53
Closed
32
Calls
$31.7M
Puts
$58.7M
Net Calls
-$27M
Net Calls Change
-$4.52M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$45.7M
2
Nomura Holdings
Nomura Holdings
Japan
$33.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.4M
5
TA
Teachers Advisors
New York
$18.3M

Top Sellers

1
WIC
Water Island Capital
New York
$10.6M
2
AA
AQR Arbitrage
Connecticut
$15.3M
3
Citigroup
Citigroup
New York
$4.65M
4
Millennium Management
Millennium Management
New York
$4.83M
5
Marshall Wace
Marshall Wace
United Kingdom
$35K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$813K +$2.09K +100 +0.3%
QT
102
Quantbot Technologies
New York
$796K +$196K +9,386 +33%
GWM
103
Greenwich Wealth Management
Connecticut
$794K -$697K -33,405 -47%
SO
104
STRS Ohio
Ohio
$774K -$192K -9,200 -20%
BIP
105
Brandes Investment Partners
California
$772K -$6.07K -291 -0.8%
AIMCA
106
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$764K +$764K +36,600 New
ES
107
Equitec Specialists
Illinois
$747K +$747K +35,800 New
Rafferty Asset Management
108
Rafferty Asset Management
New York
$728K +$728K +34,897 New
BAM
109
Blueshift Asset Management
New Jersey
$712K +$712K +34,134 New
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$708K +$62K +2,971 +10%
Franklin Resources
111
Franklin Resources
California
$705K -$336K -16,077 -32%
AIG
112
American International Group
New York
$701K -$18.1K -866 -3%
UBS AM
113
UBS AM
Illinois
$700K +$300K +14,378 +75%
SEI Investments
114
SEI Investments
Pennsylvania
$696K +$559K +26,583 +408%
JIR
115
James Investment Research
Ohio
$681K +$681K +32,625 New
TPSF
116
Texas Permanent School Fund
Texas
$635K +$28.3K +1,354 +5%
CANY
117
Caxton Associates (New York)
New York
$618K +$618K +29,594 New
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$613K +$613K +29,362 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$607K +$42.7K +2,043 +8%
BCM
120
Bayesian Capital Management
New York
$594K +$594K +28,440 New
6M
121
6 Meridian
Kansas
$592K +$592K +28,372 New
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$580K +$580K +27,810 New
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$573K -$1.28M -61,550 -69%
QC
124
Quadrature Capital
United Kingdom
$539K +$539K +25,791 New
CBOA
125
Commonwealth Bank of Australia
Australia
$532K – – –
3 4
5
6 7