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Upbound Group
UPBD

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14.9M
2
CCM
Cloverdale Capital Management
Texas
$16.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$117M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.2M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$0
2
SCM
SG Capital Management
Illinois
$0
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
4
Morgan Stanley
Morgan Stanley
New York
$2.33M
5
APG Asset Management
APG Asset Management
Netherlands
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
126
CI Investments Inc
Ontario, Canada
$304K +$6.27K +443 +2%
GC
127
Globeflex Capital
California
$302K – – –
MIM
128
MetLife Investment Management
New Jersey
$301K – – –
Walleye Trading
129
Walleye Trading
New York
$299K +$249K +17,594 +494%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$280K – – –
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$271K +$271K +19,149 New
NAM
132
NorthCoast Asset Management
Connecticut
$264K -$463K -32,731 -64%
AC
133
Avestar Capital
New York
$256K +$256K +18,140 New
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$250K +$244K +17,200 +3,822%
MSA
135
Mason Street Advisors
Wisconsin
$243K – – –
HCM
136
Hollencrest Capital Management
California
$240K +$127K +9,000 +113%
WIC
137
Water Island Capital
New York
$237K +$237K +16,750 New
MAM
138
Meeder Asset Management
Ohio
$230K +$186K +13,232 +428%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$228K +$2.36K +167 +1%
WAM
140
Wolverine Asset Management
Illinois
$228K +$25.4K +1,800 +13%
BAM
141
Blueshift Asset Management
New Jersey
$223K +$223K +15,799 New
CGH
142
Crossmark Global Holdings
Texas
$217K – – –
FIA
143
FNY Investment Advisers
New York
$214K +$214K +15,139 New
PP
144
Paloma Partners
Connecticut
$209K +$209K +14,806 New
SFM
145
Systematic Financial Management
New Jersey
$194K -$62.5K -4,410 -24%
H
146
Hexavest
Quebec, Canada
$194K – – –
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$193K -$46.3K -3,270 -19%
NA
148
Navellier & Associates
Nevada
$192K -$15.9K -1,123 -8%
IA
149
IndexIQ Advisors
New York
$182K +$182K +12,884 New
Coatue Management
150
Coatue Management
New York
$172K -$15.6K -1,100 -8%
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