UPBD icon

Upbound Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Blueshift Asset Management
New Jersey
$582K +$142K +5,116 +32%
AG
127
AlphaSimPlex Group
Massachusetts
$572K -$150K -5,397 -21%
Truist Financial
128
Truist Financial
North Carolina
$565K -$216K -7,773 -28%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$551K
ERM
130
Elm Ridge Management
New York
$536K +$536K +19,276 New
MSA
131
Mason Street Advisors
Wisconsin
$506K +$28.1K +1,008 +6%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$493K +$2.09K +75 +0.4%
Wellington Management Group
133
Wellington Management Group
Massachusetts
$489K -$2.77M -99,747 -85%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$479K -$118K -4,260 -20%
DTL
135
Dynamic Technology Lab
Singapore
$474K +$139K +5,000 +42%
AC
136
Avestar Capital
New York
$457K -$47.3K -1,702 -9%
CGH
137
Crossmark Global Holdings
Texas
$453K +$26.7K +960 +6%
WAM
138
Wolverine Asset Management
Illinois
$449K
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$436K -$13.4K -480 -3%
SGI
140
Summit Global Investments
Utah
$417K +$417K +15,000 New
SG Americas Securities
141
SG Americas Securities
New York
$411K +$154K +5,549 +60%
6M
142
6 Meridian
Kansas
$389K -$619K -22,244 -61%
H
143
Hexavest
Quebec, Canada
$381K
CWM
144
Chesapeake Wealth Management
Virginia
$368K -$726K -26,113 -66%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$365K -$13.9K -500 -4%
DCM
146
Dupont Capital Management
Delaware
$358K -$460K -16,537 -56%
IA
147
IndexIQ Advisors
New York
$349K -$8.95K -322 -2%
NA
148
Navellier & Associates
Nevada
$336K -$41.6K -1,496 -11%
BIM
149
Bogle Investment Management
Massachusetts
$329K +$329K +11,823 New
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$326K