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Upbound Group
UPBD

Overview Fund Activity

223 hedge funds and large institutions have $1.45B invested in Upbound Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
40
Increased
84
Reduced
71
Closed
28
Calls
$16.2M
Puts
$49.2M
Net Calls
-$33M
Net Calls Change
-$13.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M
2
RA
2
Royce & Associates
New York
$13.5M
3
BlackRock
3
BlackRock
New York
$186M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$20.2M
5
APG Asset Management
5
APG Asset Management
Netherlands
$10.8M

Top Sellers

1
SCM
1
SG Capital Management
Illinois
$0
2
LP
2
LMR Partners
United Kingdom
$24.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$737K
5
CM
5
Caption Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M 7,788,696 +779,521 +11%
BlackRock
2
BlackRock
New York
$186M 7,227,150 +443,440 +7%
EC
3
Engaged Capital
California
$138M 5,333,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$114M 4,438,624 +315,100 +8%
Nomura Holdings
5
Nomura Holdings
Japan
$42.2M 1,616,100 -1,800 -0.1%
State Street
6
State Street
Massachusetts
$39.5M 1,519,212 +40,539 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$33.9M 1,315,325 +52,831 +4%
HRCM
8
Hood River Capital Management
Florida
$31.9M 1,235,173 +403,077 +48%
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$30.9M 1,198,303 -1,195 -0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$27.6M 1,069,070 +174,773 +20%
Goldman Sachs
11
Goldman Sachs
New York
$25.7M 995,256 +202,271 +26%
LP
12
LMR Partners
United Kingdom
$24.1M 934,743 -821,275 -47%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$20.2M 783,364 +443,240 +130%
CCM
14
Cloverdale Capital Management
Texas
$19.6M 759,123 -230,483 -23%
Norges Bank
15
Norges Bank
Norway
$19.3M 749,747 +15,100 +2%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$18.4M 711,571 -115,565 -14%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$17.8M 690,643 +258,970 +60%
Morgan Stanley
18
Morgan Stanley
New York
$17.5M 677,476 -698,743 -51%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$17.2M 665,372 +8,538 +1%
Northern Trust
20
Northern Trust
Illinois
$17.1M 661,627 +80,130 +14%
Invesco
21
Invesco
Georgia
$15.7M 608,004 -91,698 -13%
PPA
22
Parametric Portfolio Associates
Washington
$14.4M 559,918 -10,179 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.1M 544,952 +4,316 +0.8%
Charles Schwab
24
Charles Schwab
California
$14M 543,310 -22,288 -4%
RA
25
Royce & Associates
New York
$13.5M 521,616 +521,616 New
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