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Upbound Group
UPBD

Overview Fund Activity

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$19.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$13M
3
AVC
3
Arlington Value Capital
Utah
$45.2M
4
HCS
4
Harvest Capital Strategies
California
$7.38M
5
State Street
5
State Street
Massachusetts
$25.1M

Top Sellers

1
HCM
1
Highbridge Capital Management
New York
$0
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$4.88M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$1.26M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$6.35M 571,627 -15,504 -3%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$6.2M 558,670 -95,100 -15%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$6.19M 557,300 – –
SCM
29
SG Capital Management
Illinois
$6.15M 553,879 +553,879 New
PPA
30
Parametric Portfolio Associates
Washington
$6.03M 543,633 -5,232 -1%
MWNA
31
Marshall Wace North America
New York
$5.6M 504,294 +504,294 New
AA
32
AQR Arbitrage
Connecticut
$5.54M 499,059 +38,702 +8%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$5.41M 487,084 -5,296 -1%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$5.29M 476,157 +78,835 +20%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$5.06M 455,620 +9,036 +2%
WIC
36
Water Island Capital
New York
$4.92M 443,620 -6,380 -1%
Hudson Bay Capital Management
37
Hudson Bay Capital Management
Connecticut
$4.88M 440,000 -448,751 -50%
Principal Financial Group
38
Principal Financial Group
Iowa
$4.43M 398,918 -3,052 -0.8%
SIM
39
Spark Investment Management
New York
$4.34M 390,600 +62,700 +19%
RA
40
Royce & Associates
New York
$4.3M 387,518 -30,000 -7%
Citadel Advisors
41
Citadel Advisors
Florida
$4.2M 377,947 +377,947 New
Ameriprise
42
Ameriprise
Minnesota
$4.07M 366,354 -141,119 -28%
GCP
43
GSA Capital Partners
United Kingdom
$3.9M 351,701 +18,798 +6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.88M 349,219 -24,180 -6%
Axa
45
Axa
France
$3.84M 345,600 +103,200 +43%
UCFA
46
United Capital Financial Advisors
Texas
$3.77M 339,582 -17,094 -5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$3.49M 314,000 -50,689 -14%
KPF
48
K2 Principal Fund
Ontario, Canada
$3.25M 292,738 +292,738 New
VCA
49
VIEX Capital Advisors
Florida
$2.84M 256,132 +256,132 New
KCM
50
Kennedy Capital Management
Missouri
$2.78M 249,958 +249,958 New
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