UPBD icon

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 %
ProShare Advisors
176
ProShare Advisors
Maryland
$232K +$232K +8,043 New
HCM
177
Hollencrest Capital Management
California
$231K -$28.9K -1,000 -11%
PTC
178
Petrus Trust Company
Texas
$227K -$15.6K -541 -6%
ECM
179
ExodusPoint Capital Management
New York
$226K -$51.2K -1,775 -18%
ECM
180
Evergreen Capital Management
Washington
$224K – – –
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$220K -$56.2K -1,948 -20%
CTC
182
Central Trust Company
Missouri
$216K – – –
LIA
183
LS Investment Advisors
Michigan
$205K +$205K +7,114 New
SW
184
SkyOak Wealth
Michigan
$203K +$203K +7,026 New
SG Americas Securities
185
SG Americas Securities
New York
$170K +$170K +5,880 New
AIP
186
Ameritas Investment Partners
Nebraska
$120K – – –
Macquarie Group
187
Macquarie Group
Australia
$115K +$115K +3,997 New
Walleye Trading
188
Walleye Trading
New York
$103K -$4.17K -144 -4%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K -$457K -15,876 -82%
MAM
190
Meeder Asset Management
Ohio
$89K +$87.3K +3,037 +5,236%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$79K -$20.6K -720 -21%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$77K +$77K +2,722 New
CMBA
193
C.M. Bidwell & Associates
Hawaii
$64K -$57.3K -1,975 -47%
PHK
194
Point72 Hong Kong
Hong Kong
$57K -$54.8K -1,892 -49%
US Bancorp
195
US Bancorp
Minnesota
$54K +$36.1K +1,244 +202%
MOACM
196
Mutual of America Capital Management
New York
$50K -$2.12K -74 -4%
ASN
197
Advisory Services Network
Georgia
$47K +$42.7K +1,486 +991%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
JWA
199
JFS Wealth Advisors
Pennsylvania
$37K – – –
FGAM
200
Financial Gravity Asset Management
Texas
$36K -$120 -1 -0.3%
6 7
8
9 10