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.

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
1
Royce & Associates
New York
$33.3M
2
SCM
2
SG Capital Management
Illinois
$16.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$15.4M
4
JIM
4
Jupiter Investment Management
United Kingdom
$14.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$17.7M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$14.2M
3
Millennium Management
3
Millennium Management
New York
$273K
4
BIM
4
Bogle Investment Management
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$231M 8,025,191 +236,495 +3%
BlackRock
2
BlackRock
New York
$212M 7,356,888 +129,738 +2%
EC
3
Engaged Capital
California
$154M 5,333,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$127M 4,386,724 -51,900 -1%
State Street
5
State Street
Massachusetts
$43.2M 1,497,193 -22,019 -1%
Nomura Holdings
6
Nomura Holdings
Japan
$42.3M 1,468,113 -147,987 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$35.1M 1,216,930 +147,860 +14%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$33.8M 1,171,946 -143,379 -11%
RA
9
Royce & Associates
New York
$33.3M 1,153,618 +632,002 +121%
HRCM
10
Hood River Capital Management
Florida
$33M 1,145,951 -89,222 -7%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$32.4M 1,122,185 -76,118 -6%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$27.1M 939,299 +155,935 +20%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$24.9M 863,009 +172,366 +25%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.7M 855,075 +310,123 +57%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$23.2M 803,949 +138,577 +21%
Norges Bank
16
Norges Bank
Norway
$21.6M 749,747 – –
CCM
17
Cloverdale Capital Management
Texas
$20.4M 706,047 -53,076 -7%
Northern Trust
18
Northern Trust
Illinois
$19.1M 661,515 -112 -0%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$17.7M 612,344 +353,140 +136%
Invesco
20
Invesco
Georgia
$17.6M 610,137 +2,133 +0.4%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$16.8M 581,604 -129,967 -18%
Morgan Stanley
22
Morgan Stanley
New York
$16.7M 579,616 -97,860 -14%
SCM
23
SG Capital Management
Illinois
$16.5M 571,305 +571,305 New
Charles Schwab
24
Charles Schwab
California
$16.3M 563,582 +20,272 +4%
Allianz Asset Management
25
Allianz Asset Management
Germany
$15.4M 535,441 +516,123 +2,672%
1
2 3 4 5