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Upbound Group
UPBD

Overview Fund Activity

223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
40
Increased
84
Reduced
71
Closed
28
Calls
$16.2M
Puts
$49.2M
Net Calls
-$33M
Net Calls Change
-$13.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$201M
2
RA
Royce & Associates
New York
$13.5M
3
BlackRock
BlackRock
New York
$186M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.2M
5
APG Asset Management
APG Asset Management
Netherlands
$10.8M

Top Sellers

1
SCM
SG Capital Management
Illinois
$0
2
LP
LMR Partners
United Kingdom
$24.1M
3
Morgan Stanley
Morgan Stanley
New York
$17.5M
4
Deutsche Bank
Deutsche Bank
Germany
$737K
5
CM
Caption Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$1.06M +$154K +5,953 +17%
SGAM
102
Smith Group Asset Management
Texas
$1.05M +$1.05M +40,508 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.02M +$5.6K +217 +0.6%
AG
104
AlphaSimPlex Group
Massachusetts
$1.01M +$14.6K +567 +1%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1M +$94.4K +3,659 +10%
OAM
106
Oberweis Asset Management
Illinois
$985K – – –
Axa
107
Axa
France
$975K -$80K -3,100 -8%
ACM
108
AlphaCrest Capital Management
New York
$975K +$533K +20,652 +120%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$967K +$574K +22,260 +146%
Grantham, Mayo, Van Otterloo & Co (GMO)
110
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$957K +$957K +37,100 New
AIG
111
American International Group
New York
$932K +$1.19K +46 +0.1%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$928K +$928K +36,000 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$917K +$766K +29,698 +509%
CWM
114
Chesapeake Wealth Management
Virginia
$888K +$239K +9,260 +37%
JIM
115
Jupiter Investment Management
United Kingdom
$860K -$42.1K -1,636 -5%
TPSF
116
Texas Permanent School Fund
Texas
$857K +$71.9K +2,791 +9%
SO
117
STRS Ohio
Ohio
$848K -$12.9K -500 -1%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$846K -$105K -4,078 -11%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$766K -$10.6K -412 -1%
6M
120
6 Meridian
Kansas
$763K +$24.8K +961 +3%
DCM
121
Dupont Capital Management
Delaware
$758K -$81.3K -3,152 -10%
Deutsche Bank
122
Deutsche Bank
Germany
$737K -$10.2M -397,365 -93%
AFG
123
American Financial Group
Ohio
$702K -$3.35M -130,000 -83%
GWM
124
Greenwich Wealth Management
Connecticut
$699K -$64.5K -2,499 -8%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$692K +$22.3K +863 +3%
3 4
5
6 7