UPBD icon

Upbound Group

204 hedge funds and large institutions have $759M invested in Upbound Group in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
68
Reduced
82
Closed
41
Calls
$4.35M
Puts
$2.26M
Net Calls
+$2.08M
Net Calls Change
+$42.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$584K +$29.2K +2,062 +5%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$582K +$94.9K +6,712 +19%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$558K +$240K +16,950 +75%
CWM
104
Chesapeake Wealth Management
Virginia
$556K +$9.3K +658 +2%
OTPPB
105
Ontario Teachers' Pension Plan Board
Ontario, Canada
$554K +$554K +39,169 New
SGAM
106
Smith Group Asset Management
Texas
$544K -$10.3K -730 -2%
6M
107
6 Meridian
Kansas
$512K +$62K +4,388 +14%
SO
108
STRS Ohio
Ohio
$492K +$41K +2,900 +9%
BPM
109
Bowling Portfolio Management
Ohio
$483K -$153K -10,840 -24%
AIG
110
American International Group
New York
$480K -$23.9K -1,688 -5%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$478K -$181K -12,800 -27%
Sumitomo Mitsui Trust Group
112
Sumitomo Mitsui Trust Group
Japan
$469K +$119K +8,387 +34%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$462K +$14.1K +999 +3%
FMBTD
114
First Midwest Bank Trust Division
Illinois
$458K +$458K +32,378 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$443K +$32.2K +2,276 +8%
QIM
116
Quantitative Investment Management
Virginia
$427K +$427K +30,268 New
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$424K
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K +$233K +16,296 +124%
DCM
119
Dupont Capital Management
Delaware
$416K
Truist Financial
120
Truist Financial
North Carolina
$398K -$24.3K -1,716 -6%
AG
121
AlphaSimPlex Group
Massachusetts
$367K -$107K -7,532 -22%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$365K -$838K -59,281 -70%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$351K +$114K +8,087 +48%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$319K -$28.2K -1,970 -8%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$311K