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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 %
GCP
51
GSA Capital Partners
United Kingdom
$1.5M -$1.53M -177,601 -50%
GC
52
Guggenheim Capital
Illinois
$1.37M +$308K +35,782 +29%
JG
53
Jefferies Group
New York
$1.36M +$1.27M +147,300 +1,473%
Citadel Advisors
54
Citadel Advisors
Florida
$1.34M -$1.92M -222,356 -59%
BCM
55
Bridgeway Capital Management
Texas
$1.31M – – –
Legal & General Group
56
Legal & General Group
United Kingdom
$1.17M -$502K -58,041 -30%
Man Group
57
Man Group
United Kingdom
$1.11M +$1.11M +128,984 New
RJA
58
Raymond James & Associates
Florida
$1.11M +$297K +34,446 +37%
FFA
59
First Foundation Advisors
California
$1.07M – – –
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.05M +$23K +2,668 +2%
Squarepoint
61
Squarepoint
New York
$1.03M +$1.03M +119,599 New
SA
62
Springowl Associates
New York
$949K +$216K +25,000 +29%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$932K – – –
TMAM
64
Tokio Marine Asset Management
Japan
$917K +$917K +106,200 New
TCIM
65
TIAA CREF Investment Management
New York
$880K -$23.8K -2,762 -3%
BRF
66
B. Riley Financial
California
$876K +$876K +101,500 New
MSU
67
Mizuho Securities USA
New York
$848K +$848K +98,300 New
Axa
68
Axa
France
$833K -$2.15M -249,100 -72%
PI
69
PineBridge Investments
New York
$801K +$136K +15,762 +20%
Swiss National Bank
70
Swiss National Bank
Switzerland
$790K – – –
Prudential Financial
71
Prudential Financial
New Jersey
$754K +$8.2K +950 +1%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$749K -$9.33M -1,080,470 -93%
TA
73
Teachers Advisors
New York
$743K +$3.82K +442 +0.5%
ASRS
74
Arizona State Retirement System
Arizona
$728K -$45.8K -5,300 -6%
Wells Fargo
75
Wells Fargo
California
$693K -$104K -12,036 -13%
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