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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $759M invested in Upbound Group in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 41 closing their positions.

Holders
204
Holders Change
-17
Holders Change %
-7.69%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
68
Reduced
82
Closed
41
Calls
$4.35M
Puts
$2.26M
Net Calls
+$2.08M
Net Calls Change
+$42.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.9M
2
CCM
2
Cloverdale Capital Management
Texas
$16.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$15.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$10.2M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
SCM
2
SG Capital Management
Illinois
$0
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.33M
5
APG Asset Management
5
APG Asset Management
Netherlands
$3.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$117M 8,270,309 +245,118 +3%
BlackRock
2
BlackRock
New York
$101M 7,166,693 -190,195 -3%
EC
3
Engaged Capital
California
$75.4M 5,333,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$59.2M 4,187,124 -199,600 -5%
State Street
5
State Street
Massachusetts
$22.9M 1,622,279 +125,086 +8%
Nomura Holdings
6
Nomura Holdings
Japan
$21.6M 1,522,649 +54,536 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.6M 1,242,579 +25,649 +2%
CCM
8
Cloverdale Capital Management
Texas
$16.1M 1,138,993 +432,946 +61%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$15.6M 1,105,959 +242,950 +28%
RA
10
Royce & Associates
New York
$15.6M 1,103,208 -50,410 -4%
Goldman Sachs
11
Goldman Sachs
New York
$14.9M 1,056,865 +565,251 +115%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$14.5M 1,027,691 -144,255 -12%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$13.7M 971,109 -151,076 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.9M 841,780 -13,295 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.8M 835,439 +31,490 +4%
Norges Bank
16
Norges Bank
Norway
$10.6M 749,747 – –
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$10.2M 722,087 +140,483 +24%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$10.2M 718,737 +106,393 +17%
Northern Trust
19
Northern Trust
Illinois
$9.46M 668,639 +7,124 +1%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$8.48M 599,963 -339,336 -36%
Invesco
21
Invesco
Georgia
$8.37M 591,871 -18,266 -3%
Charles Schwab
22
Charles Schwab
California
$7.64M 539,953 -23,629 -4%
Federated Hermes
23
Federated Hermes
Pennsylvania
$6.88M 486,682 +16,962 +4%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$6.1M 431,040 +17,151 +4%
Allianz Asset Management
25
Allianz Asset Management
Germany
$5.93M 419,320 -116,121 -22%
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