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Upbound Group
UPBD

Overview Fund Activity

246 hedge funds and large institutions have $1.56B invested in Upbound Group in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 17 closing their positions.

Holders
246
Holders Change
+39
Holders Change %
+18.84%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
78
Reduced
78
Closed
17
Calls
$20.5M
Puts
$7.94M
Net Calls
+$12.5M
Net Calls Change
+$7.29M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$43.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$58M
3
JAM
3
Jupiter Asset Management
United Kingdom
$13.1M
4
CT
4
CGM Trust
Massachusetts
$8.37M
5
CGM
5
Capital Growth Management
Massachusetts
$8.37M

Top Sellers

1
EC
1
Engaged Capital
California
$87.2M
2
Nomura Holdings
2
Nomura Holdings
Japan
$10.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$219M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$94.3M
5
CCM
5
Cloverdale Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$219M 7,339,652 -673,943 -8%
BlackRock
2
BlackRock
New York
$217M 7,265,646 +64,779 +0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$94.3M 3,155,224 -460,000 -13%
EC
4
Engaged Capital
California
$87.2M 2,918,609 -2,415,000 -45%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58M 1,941,580 +485,698 +33%
State Street
6
State Street
Massachusetts
$49.8M 1,664,978 -31,777 -2%
Goldman Sachs
7
Goldman Sachs
New York
$47.2M 1,580,546 +147,783 +10%
LSV Asset Management
8
LSV Asset Management
Illinois
$43.7M 1,461,107 +668,852 +84%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$41.3M 1,382,130 -24,481 -2%
RA
10
Royce & Associates
New York
$31.7M 1,062,211 -36,082 -3%
HRCM
11
Hood River Capital Management
Florida
$31.1M 1,041,971 -105,050 -9%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$28.5M 952,455 +1,572 +0.2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$25.9M 866,578 +224,427 +35%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$24.3M 811,706 -27,399 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.6M 790,695 -38,036 -5%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$23.1M 774,361 -148,488 -16%
Norges Bank
17
Norges Bank
Norway
$21M 701,697 -12,777 -2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$21M 701,033 +91,269 +15%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$19.3M 637,870 +35,905 +6%
Northern Trust
20
Northern Trust
Illinois
$19.2M 641,032 -37,961 -6%
Charles Schwab
21
Charles Schwab
California
$15.2M 507,691 -19,816 -4%
Invesco
22
Invesco
Georgia
$15M 501,877 -36,455 -7%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$14.9M 498,924 +2,783 +0.6%
Morgan Stanley
24
Morgan Stanley
New York
$14M 469,580 +241,703 +106%
JAM
25
Jupiter Asset Management
United Kingdom
$13.1M 436,752 +436,752 New
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