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Upbound Group
UPBD

Overview Fund Activity

211 hedge funds and large institutions have $1.48B invested in Upbound Group in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 58 reducing their positions, and 28 closing their positions.

Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
83
Reduced
58
Closed
28
Calls
$34.8M
Puts
$54.3M
Net Calls
-$19.6M
Net Calls Change
+$7.43M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$110M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$31.9M
3
SCM
3
SG Capital Management
Illinois
$23.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$187M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$21.1M
4
WIC
4
Water Island Capital
New York
$1.05M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M 7,009,175 +615,484 +10%
BlackRock
2
BlackRock
New York
$181M 6,783,710 +94,487 +1%
EC
3
Engaged Capital
California
$142M 5,333,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$110M 4,123,524 +1,932,000 +88%
LP
5
LMR Partners
United Kingdom
$46.8M 1,756,018 -23,982 -1%
Nomura Holdings
6
Nomura Holdings
Japan
$43.8M 1,617,900 -440 -0%
State Street
7
State Street
Massachusetts
$39.4M 1,478,673 +76,744 +5%
Morgan Stanley
8
Morgan Stanley
New York
$36.6M 1,376,219 +682,982 +99%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$32.9M 1,262,494 +95,538 +8%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$31.9M 1,199,498 +1,199,498 New
CCM
11
Cloverdale Capital Management
Texas
$26.4M 989,606 +249,611 +34%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$23.8M 894,297 – –
SCM
13
SG Capital Management
Illinois
$23.1M 867,690 +867,690 New
HRCM
14
Hood River Capital Management
Florida
$22.2M 832,096 +29,612 +4%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$22M 827,136 -80,083 -9%
Goldman Sachs
16
Goldman Sachs
New York
$21.1M 792,985 -477,097 -38%
Norges Bank
17
Norges Bank
Norway
$19.6M 734,647 +48,780 +7%
Invesco
18
Invesco
Georgia
$18.6M 699,702 +3,973 +0.6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$17.5M 656,834 +10,075 +2%
Man Group
20
Man Group
United Kingdom
$15.6M 585,932 -38,227 -6%
Northern Trust
21
Northern Trust
Illinois
$15.5M 581,497 +22,319 +4%
PFMOSF
22
Philadelphia Financial Management of San Francisco
California
$15.5M 580,909 +580,909 New
PPA
23
Parametric Portfolio Associates
Washington
$15.2M 570,097 +49,118 +9%
Charles Schwab
24
Charles Schwab
California
$15.1M 565,598 -100,662 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.4M 540,636 +22,770 +4%
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