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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
$43.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$58M
3
JAM
Jupiter Asset Management
United Kingdom
$13.1M
4
CGM
Capital Growth Management
Massachusetts
$8.37M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
EC
Engaged Capital
California
$87.2M
2
Nomura Holdings
Nomura Holdings
Japan
$10.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$219M
4
Renaissance Technologies
Renaissance Technologies
New York
$94.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
SG Capital Management
Illinois
$482K +$482K +16,131 New
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$481K +$481K +16,100 New
CGH
153
Crossmark Global Holdings
Texas
$477K -$10.2K -340 -2%
ASRS
154
Arizona State Retirement System
Arizona
$437K +$104K +3,481 +31%
SCS
155
Syquant Capital SAS
France
$433K +$433K +14,500 New
DTL
156
Dynamic Technology Lab
Singapore
$425K -$83.9K -2,808 -16%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$423K -$44.6K -1,491 -10%
H
158
Hexavest
Quebec, Canada
$409K – – –
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$406K +$406K +13,580 New
CI Investments Inc
160
CI Investments Inc
Ontario, Canada
$403K -$111K -3,725 -22%
IA
161
IndexIQ Advisors
New York
$397K +$21.5K +721 +6%
AW
162
Alpha Windward
Massachusetts
$395K +$395K +13,200 New
Jane Street
163
Jane Street
New York
$394K +$394K +13,199 New
HSBC Holdings
164
HSBC Holdings
United Kingdom
$392K -$471K -15,547 -55%
ACI
165
AMP Capital Investors
Australia
$384K +$384K +12,700 New
AC
166
Avestar Capital
New York
$372K -$146K -4,626 -28%
NA
167
Navellier & Associates
Nevada
$361K – – –
DCM
168
Dupont Capital Management
Delaware
$360K -$24.1K -808 -6%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$351K – – –
CWM
170
Chesapeake Wealth Management
Virginia
$343K -$52.5K -1,757 -13%
SG Americas Securities
171
SG Americas Securities
New York
$316K -$126K -4,215 -29%
SPC
172
Sigma Planning Corp
Michigan
$313K +$313K +10,456 New
BCM
173
Bridgeway Capital Management
Texas
$296K – – –
TFA
174
Toth Financial Advisory
Virginia
$296K +$296K +9,904 New
BPM
175
Bowling Portfolio Management
Ohio
$292K -$570K -19,083 -66%
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