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Upbound Group
UPBD

Overview Fund Activity

211 hedge funds and large institutions have $1.48B invested in Upbound Group in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
83
Reduced
58
Closed
28
Calls
$34.8M
Puts
$54.3M
Net Calls
-$19.6M
Net Calls Change
+$7.43M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$110M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$31.9M
3
SCM
SG Capital Management
Illinois
$23.1M
4
Morgan Stanley
Morgan Stanley
New York
$36.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$187M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$0
2
AA
AQR Arbitrage
Connecticut
$0
3
Goldman Sachs
Goldman Sachs
New York
$21.1M
4
WIC
Water Island Capital
New York
$1.05M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
126
Parallax Volatility Advisers
California
$744K +$473K +17,755 +174%
Franklin Resources
127
Franklin Resources
California
$742K -$157K -5,910 -18%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$692K +$204K +7,674 +42%
CWM
129
Chesapeake Wealth Management
Virginia
$670K +$670K +25,166 New
HSBC Holdings
130
HSBC Holdings
United Kingdom
$643K +$643K +24,148 New
SFM
131
Systematic Financial Management
New Jersey
$575K -$857K -32,175 -60%
MIM
132
MetLife Investment Management
New Jersey
$567K – – –
AG
133
Aperio Group
California
$553K +$76.3K +2,864 +16%
Sumitomo Mitsui Trust Group
134
Sumitomo Mitsui Trust Group
Japan
$475K +$475K +17,819 New
DTL
135
Dynamic Technology Lab
Singapore
$473K +$32.1K +1,205 +7%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$466K +$7.99K +300 +2%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$465K – – –
RJA
138
Raymond James & Associates
Florida
$465K +$465K +17,453 New
ACM
139
AlphaCrest Capital Management
New York
$457K +$65.2K +2,448 +17%
USAA
140
United Services Automobile Association
Texas
$421K +$89.8K +3,370 +27%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$409K -$240 -9 -0.1%
SOADOR
142
State of Alaska Department of Revenue
Alaska
$406K +$4.63K +174 +1%
CGH
143
Crossmark Global Holdings
Texas
$402K +$15.7K +588 +4%
MSA
144
Mason Street Advisors
Wisconsin
$399K +$15.7K +589 +4%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$376K +$8.89K +334 +2%
SSA
146
Schonfeld Strategic Advisors
New York
$375K +$375K +14,100 New
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$331K – – –
Jane Street
148
Jane Street
New York
$322K +$322K +12,081 New
WG
149
Winton Group
United Kingdom
$322K +$322K +12,088 New
FIM
150
Freedom Investment Management
Connecticut
$320K +$46.7K +1,751 +17%
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6
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