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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 %
Wellington Management Group
176
Wellington Management Group
Massachusetts
$288K -$238K -7,966 -45%
ETC
177
Exchange Traded Concepts
Oklahoma
$288K +$27.3K +911 +10%
ECM
178
ExodusPoint Capital Management
New York
$286K +$286K +9,560 New
PTC
179
Petrus Trust Company
Texas
$284K +$284K +9,496 New
PP
180
Paloma Partners
Connecticut
$278K +$58.2K +1,941 +26%
Rafferty Asset Management
181
Rafferty Asset Management
New York
$277K -$26K -869 -9%
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$275K +$275K +9,185 New
AA
183
ALPS Advisors
Colorado
$275K +$275K +9,215 New
BAM
184
Belpointe Asset Management
Nevada
$266K – – –
WCM
185
Wedge Capital Management
North Carolina
$261K -$28.1K -940 -10%
PAS
186
Park Avenue Securities
New York
$259K +$259K +8,664 New
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$251K +$8.54K +286 +4%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$247K – – –
CIP
189
Cornerstone Investment Partners
Georgia
$243K – – –
SAM
190
Shell Asset Management
Netherlands
$239K – – –
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$238K +$165K +5,530 +226%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$228K – – –
AB
193
Amalgamated Bank
New York
$226K -$7.09K -237 -3%
CTC
194
Central Trust Company
Missouri
$224K – – –
Alyeska Investment Group
195
Alyeska Investment Group
Illinois
$221K +$221K +7,386 New
KPWS
196
Kestra Private Wealth Services
Texas
$220K +$220K +7,350 New
KCM
197
Kendall Capital Management
Maryland
$214K +$214K +7,170 New
BCM
198
Bayesian Capital Management
New York
$212K +$212K +7,100 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$211K -$52.7K -1,644 -20%
HCM
200
Hollencrest Capital Management
California
$209K +$209K +7,000 New
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