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Upbound Group
UPBD

Overview Fund Activity

246 hedge funds and large institutions have $1.56B invested in Upbound Group in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+39
Holders Change %
+18.84%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
78
Reduced
78
Closed
17
Calls
$20.5M
Puts
$7.94M
Net Calls
+$12.5M
Net Calls Change
+$7.29M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$43.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$58M
3
JAM
Jupiter Asset Management
United Kingdom
$13.1M
4
CGM
Capital Growth Management
Massachusetts
$8.37M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
EC
Engaged Capital
California
$87.2M
2
Nomura Holdings
Nomura Holdings
Japan
$10.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$219M
4
Renaissance Technologies
Renaissance Technologies
New York
$94.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$1.39M +$35.2K +1,177 +3%
UBS AM
102
UBS AM
Illinois
$1.39M -$112K -3,733 -7%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.36M +$250K +8,361 +22%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$1.35M -$9.56K -320 -0.7%
TPSF
105
Texas Permanent School Fund
Texas
$1.35M +$210K +7,010 +18%
CIM
106
Cambria Investment Management
California
$1.31M +$16.6K +554 +1%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$1.3M – – –
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.26M -$117K -3,900 -8%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$1.2M -$10.3K -345 -0.9%
SEC
110
Seven Eight Capital
New York
$1.2M +$1.2M +40,100 New
American Century Companies
111
American Century Companies
Missouri
$1.17M +$339K +11,337 +41%
SGAM
112
Smith Group Asset Management
Texas
$1.14M -$299 -10 -0%
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.12M +$395K +13,226 +54%
Voloridge Investment Management
114
Voloridge Investment Management
Florida
$1.11M +$1.11M +37,204 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.11M -$133K -4,432 -11%
IRC
116
Investors Research Corp
Georgia
$1.08M -$236K -7,900 -18%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$1.07M +$12.9K +431 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
118
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.04M -$768K -25,700 -43%
ACM
119
AlphaCrest Capital Management
New York
$1.03M +$696K +23,300 +210%
AIG
120
American International Group
New York
$1M -$24.5K -819 -2%
CIC
121
Cornercap Investment Counsel
Georgia
$926K – – –
JCIA
122
Jackson Creek Investment Advisors
Colorado
$875K +$875K +29,282 New
SO
123
STRS Ohio
Ohio
$851K -$44.8K -1,500 -5%
QI
124
QS Investors
New York
$844K -$2.49M -83,300 -75%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$833K -$31K -1,036 -4%
3 4
5
6 7