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Upbound Group
UPBD

Overview Fund Activity

182 hedge funds and large institutions have $560M invested in Upbound Group in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
4.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
65
Reduced
67
Closed
34
Calls
$33.7M
Puts
$61.4M
Net Calls
-$27.8M
Net Calls Change
+$65.2M

Top Buyers

1
VCA
VIEX Capital Advisors
Florida
+$13.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$11.7M
3
KCM
Kennedy Capital Management
Missouri
+$7.54M
4
SCM
Signia Capital Management
Washington
+$6.92M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
MCM
Marcato Capital Management
California
-$13.5M
2
FCM
Frontier Capital Management
Massachusetts
-$13.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.33M
4
SCM
SG Capital Management
Illinois
-$6.15M
5
MWNA
Marshall Wace North America
New York
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$4.9M -$30.7K -3,563 -0.6%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$4.75M -$67.3K -7,800 -1%
AFA
28
Alta Fundamental Advisers
New York
$4.73M +$4.73M +548,296 New
Invesco
29
Invesco
Georgia
$4.41M -$1.62M -187,729 -27%
HCS
30
Harvest Capital Strategies
California
$4.4M -$1.33M -154,429 -23%
AA
31
AQR Arbitrage
Connecticut
$4.31M – – –
PPA
32
Parametric Portfolio Associates
Washington
$4.18M -$517K -59,861 -11%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$4.03M +$93.7K +10,859 +2%
AA
34
Ancora Advisors
Ohio
$3.9M +$1.81M +210,000 +87%
Group One Trading
35
Group One Trading
Illinois
$3.56M +$3.56M +412,670 New
Principal Financial Group
36
Principal Financial Group
Iowa
$3.53M +$90.5K +10,490 +3%
SIM
37
Spark Investment Management
New York
$2.87M -$500K -57,900 -15%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.85M +$1.66M +192,520 +140%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$2.83M -$1.38M -159,460 -33%
Ameriprise
40
Ameriprise
Minnesota
$2.78M -$385K -44,652 -12%
KPF
41
K2 Principal Fund
Ontario, Canada
$2.6M +$75.9K +8,793 +3%
FCH
42
Freestone Capital Holdings
Washington
$2.26M +$2.26M +262,197 New
ARTA
43
A.R.T. Advisors
New York
$2.07M +$1.92M +222,300 +1,256%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$1.98M +$3.45K +400 +0.2%
FWSM
45
First Wilshire Securities Management
California
$1.94M -$80.1K -9,275 -4%
WIC
46
Water Island Capital
New York
$1.77M -$2.06M -239,010 -54%
RA
47
Royce & Associates
New York
$1.74M -$1.61M -186,000 -48%
CS
48
Credit Suisse
Switzerland
$1.63M +$848K +98,286 +109%
O
49
OppenheimerFunds
New York
$1.59M +$169K +19,615 +12%
FMBTD
50
First Midwest Bank Trust Division
Illinois
$1.52M +$1.52M +176,192 New
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