UPBD icon

Upbound Group
UPBD

Overview Fund Activity

207 hedge funds and large institutions have $1.5B invested in Upbound Group in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
52
Reduced
92
Closed
32
Calls
$10.5M
Puts
$5.25M
Net Calls
+$5.23M
Net Calls Change
+$3.15M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
$31.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40.5M
3
LSV Asset Management
LSV Asset Management
Illinois
$22M
4
Nomura Holdings
Nomura Holdings
Japan
$54.4M
5
Goldman Sachs
Goldman Sachs
New York
$39.9M

Top Sellers

1
CCM
Cloverdale Capital Management
Texas
$5.69M
2
Renaissance Technologies
Renaissance Technologies
New York
$101M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$223M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$979K -$118K -4,257 -11%
AIG
102
American International Group
New York
$954K +$9.71K +349 +1%
Barrow, Hanley, Mewhinney & Strauss
103
Barrow, Hanley, Mewhinney & Strauss
Texas
$913K +$913K +32,829 New
CIBC World Market
104
CIBC World Market
Ontario, Canada
$891K +$891K +32,018 New
Two Sigma Investments
105
Two Sigma Investments
New York
$871K +$871K +31,317 New
Citadel Advisors
106
Citadel Advisors
Florida
$870K -$1.48M -53,159 -63%
GC
107
Guggenheim Capital
Illinois
$867K +$867K +31,181 New
CIC
108
Cornercap Investment Counsel
Georgia
$861K +$861K +30,966 New
SO
109
STRS Ohio
Ohio
$834K -$133K -4,800 -14%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$833K – – –
SRAM
111
Stone Ridge Asset Management
New York
$818K -$721K -25,930 -47%
BPM
112
Bowling Portfolio Management
Ohio
$803K -$148K -5,318 -16%
FMBTD
113
First Midwest Bank Trust Division
Illinois
$800K -$101K -3,614 -11%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$792K +$173K +6,223 +28%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$784K -$64.8K -2,389 -8%
American Century Companies
116
American Century Companies
Missouri
$777K -$2M -72,065 -72%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$759K +$147K +5,300 +24%
First Trust Advisors
118
First Trust Advisors
Illinois
$749K -$1.52M -54,644 -67%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$678K -$11.9K -428 -2%
AG
120
Aperio Group
California
$646K -$515K -18,526 -44%
HCM
121
Huber Capital Management
California
$623K +$623K +22,400 New
Squarepoint
122
Squarepoint
New York
$595K -$575K -20,669 -49%
GC
123
Globeflex Capital
California
$595K – – –
MIM
124
MetLife Investment Management
New Jersey
$592K – – –
CSS
125
Cubist Systematic Strategies
Connecticut
$586K +$322K +11,558 +122%
3 4
5
6 7