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Upbound Group
UPBD

Overview Fund Activity

221 hedge funds and large institutions have $1.66B invested in Upbound Group in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
74
Reduced
88
Closed
30
Calls
$14.6M
Puts
$55.1M
Net Calls
-$40.5M
Net Calls Change
-$7.45M

Top Buyers

1
RA
Royce & Associates
New York
$33.3M
2
SCM
SG Capital Management
Illinois
$16.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
$15.4M
4
JIM
Jupiter Investment Management
United Kingdom
$14.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$17.7M

Top Sellers

1
LP
LMR Partners
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$14.2M
3
Millennium Management
Millennium Management
New York
$273K
4
BIM
Bogle Investment Management
Massachusetts
$0
5
Citadel Advisors
Citadel Advisors
Florida
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
Navellier & Associates
Nevada
$424K +$120K +4,177 +40%
WAM
152
Wolverine Asset Management
Illinois
$413K -$72K -2,500 -15%
Squarepoint
153
Squarepoint
New York
$406K +$406K +14,061 New
H
154
Hexavest
Quebec, Canada
$395K -$196K -6,805 -33%
CCIA
155
Campbell & Co Investment Adviser
Maryland
$387K +$79K +2,740 +26%
MF
156
Magnetar Financial
Illinois
$386K -$319K -11,067 -45%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$384K +$384K +13,318 New
Coatue Management
158
Coatue Management
New York
$382K -$386K -13,364 -50%
QT
159
Quantbot Technologies
New York
$382K -$334K -11,603 -47%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379K +$379K +13,152 New
MS
161
Maven Securities
Jersey
$370K +$370K +12,937 New
Franklin Resources
162
Franklin Resources
California
$368K -$374K -13,012 -50%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$359K – – –
ICM
164
Islay Capital Management
Texas
$355K +$355K +12,306 New
LCM
165
Laurion Capital Management
New York
$346K +$346K +12,000 New
GCP
166
GSA Capital Partners
United Kingdom
$343K -$322K -11,162 -48%
IUHSA
167
Itau Unibanco Holding S.A.
Brazil
$305K +$305K +10,589 New
AB
168
Amalgamated Bank
New York
$285K +$24.2K +840 +9%
FC
169
FORA Capital
Florida
$275K +$275K +9,526 New
Millennium Management
170
Millennium Management
New York
$273K -$11.9M -413,659 -98%
OC
171
Oppenheimer & Co
New York
$272K +$44.7K +1,548 +20%
CIP
172
Cornerstone Investment Partners
Georgia
$265K +$265K +9,178 New
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$255K – – –
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$251K -$2.57M -88,907 -91%
SAM
175
Shell Asset Management
Netherlands
$236K -$4.52K -157 -2%
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7
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