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Upbound Group
UPBD

Overview Fund Activity

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

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$31.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$23.8M
3
LSV Asset Management
LSV Asset Management
Illinois
+$16.5M
4
Nomura Holdings
Nomura Holdings
Japan
+$12.3M
5
Goldman Sachs
Goldman Sachs
New York
+$10.5M

Top Sellers

1
CCM
Cloverdale Capital Management
Texas
-$26M
2
Renaissance Technologies
Renaissance Technologies
New York
-$15.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$7.14M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$309K +$5.47K +197 +2%
ACM
152
AlphaCrest Capital Management
New York
$309K +$309K +11,100 New
Rafferty Asset Management
153
Rafferty Asset Management
New York
$282K +$282K +10,141 New
BCM
154
Bridgeway Capital Management
Texas
$275K +$275K +9,900 New
WCM
155
Wedge Capital Management
North Carolina
$269K +$269K +9,671 New
SFM
156
Systematic Financial Management
New Jersey
$265K -$116K -4,180 -31%
BAM
157
Belpointe Asset Management
Nevada
$248K – – –
CCIA
158
Campbell & Co Investment Adviser
Maryland
$247K +$247K +8,892 New
ETC
159
Exchange Traded Concepts
Oklahoma
$242K +$242K +8,708 New
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$230K +$230K +8,252 New
GCP
161
GSA Capital Partners
United Kingdom
$227K +$227K +8,147 New
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$226K -$307K -11,027 -58%
CIP
163
Cornerstone Investment Partners
Georgia
$226K +$226K +8,125 New
SAM
164
Shell Asset Management
Netherlands
$223K -$1.81K -65 -0.8%
AB
165
Amalgamated Bank
New York
$217K +$217K +7,787 New
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$213K +$114K +4,416 +116%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$212K – – –
CTC
168
Central Trust Company
Missouri
$209K – – –
HF
169
HRT Financial
New York
$209K +$209K +7,537 New
ProShare Advisors
170
ProShare Advisors
Maryland
$206K +$206K +7,399 New
PP
171
Paloma Partners
Connecticut
$203K -$207K -7,475 -50%
PAM
172
Premier Asset Management
Illinois
$200K +$200K +7,190 New
LIA
173
LS Investment Advisors
Michigan
$198K – – –
AAMU
174
Amundi Asset Management US
Massachusetts
$197K – – –
TRCT
175
Tower Research Capital (TRC)
New York
$161K +$161K +5,797 New
5 6
7
8 9