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Upbound Group
UPBD

Overview Fund Activity

165 hedge funds and large institutions have $564M invested in Upbound Group in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 38 closing their positions.

Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
32
Increased
65
Reduced
49
Closed
38
Calls
$9.45M
Puts
$36.6M
Net Calls
-$27.2M
Net Calls Change
-$9.44M

Top Buyers

1
EC
1
Engaged Capital
California
$79.7M
2
BlackRock
2
BlackRock
New York
$58.2M
3
Nomura Holdings
3
Nomura Holdings
Japan
$17.1M
4
AVC
4
Arlington Value Capital
Utah
$13M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890K
2
Pzena Investment Management
2
Pzena Investment Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$692K
4
LCP
4
Lombardia Capital Partners
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$4.94M 557,171 +79,100 +17%
PPA
27
Parametric Portfolio Associates
Washington
$4.01M 451,769 +81,833 +22%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.85M 434,343 -345,587 -44%
MCM
29
Marcato Capital Management
California
$3.78M 425,818 +425,818 New
Principal Financial Group
30
Principal Financial Group
Iowa
$3.59M 404,339 +14,559 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.39M 382,579 +67,589 +21%
RA
32
Royce & Associates
New York
$3.3M 372,518 -70,000 -16%
UCFA
33
United Capital Financial Advisors
Texas
$3.3M 372,081 +64,923 +21%
AL
34
AJO LP
Pennsylvania
$2.82M 318,335 -444,341 -58%
Ameriprise
35
Ameriprise
Minnesota
$2.82M 317,528 +12,618 +4%
UBS Group
36
UBS Group
Switzerland
$2.72M 306,459 +300,950 +5,463%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$2.55M 287,500 +119,300 +71%
Squarepoint
38
Squarepoint
New York
$2.38M 268,739 +235,357 +705%
GCP
39
GSA Capital Partners
United Kingdom
$2.35M 264,964 -90,765 -26%
O
40
OppenheimerFunds
New York
$2.32M 261,000 +98,699 +61%
Citigroup
41
Citigroup
New York
$2.3M 259,658 +69,496 +37%
FWSM
42
First Wilshire Securities Management
California
$2.24M 252,901 -5,650 -2%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.16M 243,079 -409,729 -63%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.04M 230,023 -458 -0.2%
QI
45
QS Investors
New York
$2.03M 229,330 – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.9M 214,587 +23,961 +13%
NFA
47
Nationwide Fund Advisors
Ohio
$1.75M 197,622 -208,348 -51%
Prudential Financial
48
Prudential Financial
New Jersey
$1.61M 181,185 -27,210 -13%
SFM
49
Systematic Financial Management
New Jersey
$1.57M 176,565 +28,630 +19%
Wells Fargo
50
Wells Fargo
California
$1.5M 168,780 +129,688 +332%
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