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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 %
OMC
51
Oasis Management Company
Cayman Islands
$2.76M 248,400 +248,400 New
AA
52
Ancora Advisors
Ohio
$2.69M 242,151 +172,151 +246%
FWSM
53
First Wilshire Securities Management
California
$2.6M 234,136 -5,775 -2%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$2.55M 229,287 +100 +0%
Legal & General Group
55
Legal & General Group
United Kingdom
$2.15M 193,530 -5,595 -3%
Citigroup
56
Citigroup
New York
$2.05M 184,727 +80,793 +78%
O
57
OppenheimerFunds
New York
$1.82M 164,027 +15,795 +11%
BCM
58
Bridgeway Capital Management
Texas
$1.68M 151,500 +151,500 New
OAC
59
OMERS Administration Corp
Ontario, Canada
$1.68M 151,400 +29,800 +25%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.67M 150,000 – –
DCM
61
Driehaus Capital Management
Illinois
$1.55M 140,000 +140,000 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.53M 137,400 +11,100 +9%
Federated Hermes
63
Federated Hermes
Pennsylvania
$1.42M 127,624 +7,736 +6%
FFA
64
First Foundation Advisors
California
$1.37M 123,620 +77,550 +168%
GC
65
Guggenheim Capital
Illinois
$1.37M 123,206 +4,515 +4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.33M 119,355 +18,822 +19%
LSV Asset Management
67
LSV Asset Management
Illinois
$1.26M 113,500 -430,112 -79%
UBS Group
68
UBS Group
Switzerland
$1.22M 109,585 +64,097 +141%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M 108,019 – –
TCIM
70
TIAA CREF Investment Management
New York
$1.16M 104,747 -7,002 -6%
MAM
71
Martingale Asset Management
Massachusetts
$1.12M 100,975 +37 +0%
RJA
72
Raymond James & Associates
Florida
$1.04M 93,590 +50,115 +115%
Wells Fargo
73
Wells Fargo
California
$1.02M 92,290 +22,687 +33%
Swiss National Bank
74
Swiss National Bank
Switzerland
$1.02M 91,500 – –
CS
75
Credit Suisse
Switzerland
$1M 90,057 -71,567 -44%
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