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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
+$20M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$14.5M
3
JAM
Jupiter Asset Management
United Kingdom
+$13.1M
4
CGM
Capital Growth Management
Massachusetts
+$8.37M
5
Morgan Stanley
Morgan Stanley
New York
+$7.22M

Top Sellers

1
EC
Engaged Capital
California
-$72.2M
2
Nomura Holdings
Nomura Holdings
Japan
-$48.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.1M
4
Renaissance Technologies
Renaissance Technologies
New York
-$13.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
126
Engineers Gate Manager
New York
$826K +$826K +27,631 New
JF
127
Jump Financial
Illinois
$792K +$792K +26,500 New
GC
128
Guggenheim Capital
Illinois
$760K -$171K -5,739 -18%
LCM
129
Laurion Capital Management
New York
$750K +$750K +25,100 New
CM
130
Caption Management
Oklahoma
$747K +$747K +25,010 New
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$744K -$71.7K -2,400 -9%
AG
132
Aperio Group
California
$711K +$16.7K +559 +2%
PAM
133
Premier Asset Management
Illinois
$697K +$482K +16,121 +224%
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$670K +$278K +9,280 +71%
AG
135
AlphaSimPlex Group
Massachusetts
$669K +$54.1K +1,808 +9%
HF
136
HRT Financial
New York
$647K +$422K +14,115 +187%
MIM
137
MetLife Investment Management
New Jersey
$636K – – –
CCIA
138
Campbell & Co Investment Adviser
Maryland
$622K +$356K +11,906 +134%
GC
139
Globeflex Capital
California
$606K -$33.3K -1,112 -5%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$592K – – –
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$586K +$465K +15,554 +384%
CC
142
Cipher Capital
New York
$577K +$577K +19,314 New
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$573K +$43.3K +1,450 +8%
WAM
144
Wakefield Asset Management
Colorado
$555K +$555K +18,561 New
MSA
145
Mason Street Advisors
Wisconsin
$543K +$90 +3 +0%
TRCT
146
Tower Research Capital (TRC)
New York
$510K +$337K +11,284 +195%
TI
147
Trexquant Investment
Connecticut
$506K +$506K +16,913 New
Truist Financial
148
Truist Financial
North Carolina
$498K -$109K -3,656 -18%
BIM
149
Bogle Investment Management
Massachusetts
$494K +$141K +4,700 +40%
WAM
150
Wolverine Asset Management
Illinois
$482K – – –
4 5
6
7 8