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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 %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$1.49M 168,120 +6,166 +4%
FM
52
Fondren Management
Texas
$1.49M 167,500 +167,500 New
CS
53
Credit Suisse
Switzerland
$1.43M 161,744 +8,035 +5%
Bank of America
54
Bank of America
North Carolina
$1.4M 158,104 +69,899 +79%
Federated Hermes
55
Federated Hermes
Pennsylvania
$1.31M 147,832 -1,610 -1%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.24M 139,383 -377,807 -73%
TCIM
57
TIAA CREF Investment Management
New York
$1.23M 139,121 -7,786 -5%
FFA
58
First Foundation Advisors
California
$1.21M 136,043 +136,043 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.12M 126,300 +114,000 +927%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.01M 114,361 +23,849 +26%
MAM
61
Martingale Asset Management
Massachusetts
$961K 108,238 -20 -0%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$957K 107,919 – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$907K 102,221 -4,700 -4%
VKH
64
Virtu KCG Holdings
New York
$904K 101,907 +101,907 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$890K 100,357 -2,287,567 -96%
TA
66
Teachers Advisors
New York
$865K 97,553 +2,339 +2%
Swiss National Bank
67
Swiss National Bank
Switzerland
$747K 84,200 – –
TI
68
Trexquant Investment
Connecticut
$710K 80,043 +67,443 +535%
WAM
69
Wolverine Asset Management
Illinois
$709K 79,965 +79,965 New
Morgan Stanley
70
Morgan Stanley
New York
$692K 77,948 -916,310 -92%
Canada Life
71
Canada Life
Manitoba, Canada
$673K 76,111 -514,578 -87%
HCM
72
Hollencrest Capital Management
California
$665K 75,000 +75,000 New
Comerica Bank
73
Comerica Bank
Texas
$644K 58,681 +2,264 +4%
PI
74
PineBridge Investments
New York
$640K 72,228 +23,416 +48%
LAM
75
Lapides Asset Management
Connecticut
$621K 70,000 +3,300 +5%
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3
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