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Upbound Group
UPBD

Overview Fund Activity

207 hedge funds and large institutions have $1.5B invested in Upbound Group in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 92 reducing their positions, and 32 closing their positions.

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
52
Reduced
92
Closed
32
Calls
$10.5M
Puts
$5.25M
Net Calls
+$5.23M
Net Calls Change
+$3.15M

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$31.9M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$40.5M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$22M
4
Nomura Holdings
4
Nomura Holdings
Japan
$54.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$39.9M

Top Sellers

1
CCM
1
Cloverdale Capital Management
Texas
$5.69M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$101M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$223M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$25.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M 8,013,595 -256,714 -3%
BlackRock
2
BlackRock
New York
$200M 7,200,867 +34,174 +0.5%
EC
3
Engaged Capital
California
$148M 5,333,609 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$101M 3,615,224 -571,900 -14%
Nomura Holdings
5
Nomura Holdings
Japan
$54.4M 1,966,712 +444,063 +29%
State Street
6
State Street
Massachusetts
$47.2M 1,696,755 +74,476 +5%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$40.5M 1,455,882 +855,919 +143%
Goldman Sachs
8
Goldman Sachs
New York
$39.9M 1,432,763 +375,898 +36%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$39.1M 1,406,611 +164,032 +13%
HRCM
10
Hood River Capital Management
Florida
$31.9M 1,147,021 +1,147,021 New
RA
11
Royce & Associates
New York
$30.6M 1,098,293 -4,915 -0.4%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$26.5M 950,883 -20,226 -2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$25.7M 922,849 -183,110 -17%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.3M 839,105 +3,666 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.1M 828,731 -13,049 -2%
LSV Asset Management
16
LSV Asset Management
Illinois
$22M 792,255 +594,855 +301%
Norges Bank
17
Norges Bank
Norway
$19.9M 714,474 -35,273 -5%
Northern Trust
18
Northern Trust
Illinois
$18.9M 678,993 +10,354 +2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$17.9M 642,151 -76,586 -11%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$17M 609,764 -112,323 -16%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$16.7M 601,965 -425,726 -41%
Invesco
22
Invesco
Georgia
$15M 538,332 -53,539 -9%
Charles Schwab
23
Charles Schwab
California
$14.7M 527,507 -12,446 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$13.8M 496,141 +65,101 +15%
Allianz Asset Management
25
Allianz Asset Management
Germany
$13M 468,455 +49,135 +12%
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