UPBD icon

Upbound Group
UPBD

Overview Fund Activity

223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
40
Increased
84
Reduced
71
Closed
28
Calls
$16.2M
Puts
$49.2M
Net Calls
-$33M
Net Calls Change
-$13.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$201M
2
RA
Royce & Associates
New York
$13.5M
3
BlackRock
BlackRock
New York
$186M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.2M
5
APG Asset Management
APG Asset Management
Netherlands
$10.8M

Top Sellers

1
SCM
SG Capital Management
Illinois
$0
2
LP
LMR Partners
United Kingdom
$24.1M
3
Morgan Stanley
Morgan Stanley
New York
$17.5M
4
Deutsche Bank
Deutsche Bank
Germany
$737K
5
CM
Caption Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Coatue Management
126
Coatue Management
New York
$686K +$686K +26,604 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$675K +$51.9K +2,013 +8%
Franklin Resources
128
Franklin Resources
California
$666K -$52.8K -2,045 -7%
QT
129
Quantbot Technologies
New York
$641K +$641K +24,869 New
Alyeska Investment Group
130
Alyeska Investment Group
Illinois
$634K +$634K +24,584 New
MF
131
Magnetar Financial
Illinois
$630K +$630K +24,447 New
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$611K +$611K +23,700 New
Voloridge Investment Management
133
Voloridge Investment Management
Florida
$600K -$429K -16,647 -42%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$597K +$597K +23,145 New
GCP
135
GSA Capital Partners
United Kingdom
$595K -$469K -18,194 -44%
BAM
136
Blueshift Asset Management
New Jersey
$593K +$370K +14,332 +166%
GC
137
Globeflex Capital
California
$572K +$572K +22,197 New
WIC
138
Water Island Capital
New York
$563K -$452K -17,515 -45%
MIM
139
MetLife Investment Management
New Jersey
$549K – – –
H
140
Hexavest
Quebec, Canada
$529K +$529K +20,495 New
GC
141
Guggenheim Capital
Illinois
$527K +$250K +9,710 +90%
AG
142
Aperio Group
California
$505K -$31.1K -1,205 -6%
Allianz Asset Management
143
Allianz Asset Management
Germany
$499K -$1.42M -55,090 -74%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$498K -$237K -9,206 -32%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$493K +$199K +7,729 +68%
UFF
146
USA Financial Formulas
Michigan
$491K +$491K +19,044 New
Victory Capital Management
147
Victory Capital Management
Texas
$470K +$470K +18,222 New
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$464K +$33.5K +1,300 +8%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$459K +$7.74K +300 +2%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$455K +$192K +7,466 +73%
4 5
6
7 8