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Upbound Group
UPBD

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.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12.98% more ownership

Funds ownership: 115.22% → 128.2% (+13%)

8% more capital invested

Capital invested by funds: $705M → $759M (+$53.6M)

3% more funds holding

Funds holding: 187 → 193 (+6)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

58% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $160M

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
Philadelphia Financial Management of San Francisco
California
+$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
3
AVC
Arlington Value Capital
Utah
+$10.9M
4
HCS
Harvest Capital Strategies
California
+$7.28M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

1
HCM
Highbridge Capital Management
New York
-$5.79M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.91M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.71M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.71M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
51
Oasis Management Company
Cayman Islands
$2.76M +$2.72M +248,400 New
AA
52
Ancora Advisors
Ohio
$2.69M +$1.88M +172,151 +246%
FWSM
53
First Wilshire Securities Management
California
$2.6M -$63.2K -5,775 -2%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$2.54M +$1.09K +100 +0%
Legal & General Group
55
Legal & General Group
United Kingdom
$2.15M -$61.3K -5,595 -3%
Citigroup
56
Citigroup
New York
$2.05M +$885K +80,793 +78%
O
57
OppenheimerFunds
New York
$1.82M +$173K +15,795 +11%
BCM
58
Bridgeway Capital Management
Texas
$1.68M +$1.66M +151,500 New
OAC
59
OMERS Administration Corp
Ontario, Canada
$1.68M +$326K +29,800 +25%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.67M – – –
DCM
61
Driehaus Capital Management
Illinois
$1.55M +$1.53M +140,000 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.52M +$122K +11,100 +9%
Federated Hermes
63
Federated Hermes
Pennsylvania
$1.42M +$84.7K +7,736 +6%
FFA
64
First Foundation Advisors
California
$1.37M +$849K +77,550 +168%
GC
65
Guggenheim Capital
Illinois
$1.37M +$49.4K +4,515 +4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.32M +$206K +18,822 +19%
LSV Asset Management
67
LSV Asset Management
Illinois
$1.26M -$4.71M -430,112 -79%
UBS Group
68
UBS Group
Switzerland
$1.22M +$702K +64,097 +141%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M – – –
TCIM
70
TIAA CREF Investment Management
New York
$1.16M -$76.7K -7,002 -6%
MAM
71
Martingale Asset Management
Massachusetts
$1.12M +$405 +37 +0%
RJA
72
Raymond James & Associates
Florida
$1.04M +$549K +50,115 +115%
Wells Fargo
73
Wells Fargo
California
$1.02M +$248K +22,687 +33%
Swiss National Bank
74
Swiss National Bank
Switzerland
$1.02M – – –
CS
75
Credit Suisse
Switzerland
$1M -$784K -71,567 -44%
1 2
3
4 5

UPBD Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2017, worth a combined $759M — up 7.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPBD positions and 25 closed out — a net gain of 6 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $19.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $5.79M sold.

  • 193 institutional investors held Upbound Group (UPBD) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $759M of Upbound Group stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 31 funds opened new Upbound Group positions in Q4 2017 and 25 closed out, a net change of +6 holders.
  • The largest Upbound Group buyer in Q4 2017 was Philadelphia Financial Management of San Francisco, an estimated $19.2M added.
  • The largest Upbound Group seller in Q4 2017 was Highbridge Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2017.