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Upbound Group
UPBD

Overview Fund Activity

221 hedge funds and large institutions have $1.66B invested in Upbound Group in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
74
Reduced
88
Closed
30
Calls
$14.6M
Puts
$55.1M
Net Calls
-$40.5M
Net Calls Change
-$7.45M

Top Buyers

1
RA
1
Royce & Associates
New York
$33.3M
2
SCM
2
SG Capital Management
Illinois
$16.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$15.4M
4
JIM
4
Jupiter Investment Management
United Kingdom
$14.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$17.7M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$14.2M
3
Millennium Management
3
Millennium Management
New York
$273K
4
BIM
4
Bogle Investment Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
KC
101
Kepos Capital
New York
$1.2M 41,551 -4,356 -9%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.2M 41,427 +2,029 +5%
UBS AM
103
UBS AM
Illinois
$1.15M 39,713 -1,349 -3%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$1.13M 39,238 +430 +1%
SGAM
105
Smith Group Asset Management
Texas
$1.13M 39,208 -1,300 -3%
CWM
106
Chesapeake Wealth Management
Virginia
$1.12M 38,697 +4,271 +12%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$1.07M 37,211 -321 -0.9%
AIG
108
American International Group
New York
$1.03M 35,619 -513 -1%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$994K 34,456 -17,741 -34%
TPSF
110
Texas Permanent School Fund
Texas
$972K 33,707 +463 +1%
AG
111
AlphaSimPlex Group
Massachusetts
$966K 33,487 -5,603 -14%
ASRS
112
Arizona State Retirement System
Arizona
$948K 32,861 -24,504 -43%
SO
113
STRS Ohio
Ohio
$919K 31,900 -1,000 -3%
6M
114
6 Meridian
Kansas
$918K 31,825 +2,228 +8%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$915K 31,714 +31,257 +6,840%
Voloridge Investment Management
116
Voloridge Investment Management
Florida
$871K 30,194 +6,934 +30%
PI
117
PineBridge Investments
New York
$864K 29,955 -16,252 -35%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$864K 29,959 -2,830 -9%
AI
119
Atom Investors
Texas
$860K 29,817 +29,817 New
Truist Financial
120
Truist Financial
North Carolina
$859K 29,802 +29,802 New
DCM
121
Dupont Capital Management
Delaware
$848K 29,396 – –
Victory Capital Management
122
Victory Capital Management
Texas
$841K 29,148 +10,926 +60%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$837K 29,019 -799 -3%
Point72 Asset Management
124
Point72 Asset Management
Connecticut
$819K 28,400 +28,400 New
CANY
125
Caxton Associates (New York)
New York
$792K 27,742 +13,542 +95%
3 4
5
6 7