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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 %
PAM
76
Panagora Asset Management
Massachusetts
$600K 67,637 -39,455 -37%
AllianceBernstein
77
AllianceBernstein
Tennessee
$597K 67,319 -9,600 -12%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$593K 66,842 +45,790 +218%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$577K 65,041 +64,127 +7,016%
Citadel Advisors
80
Citadel Advisors
Florida
$548K 61,775 +61,775 New
HHC
81
Hutchin Hill Capital
New York
$546K 61,500 -206,500 -77%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$535K 60,340 +18,800 +45%
GWM
83
Greenwich Wealth Management
Connecticut
$525K 59,134 +8,016 +16%
CIP
84
Convergence Investment Partners
Florida
$516K 58,185 +58,185 New
HSBC Holdings
85
HSBC Holdings
United Kingdom
$477K 53,716 -8,499 -14%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$460K 51,814 -6,257 -11%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$459K 51,801 -125,757 -71%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$451K 50,849 +7,674 +18%
B
89
Barings
North Carolina
$450K 50,700 +25,350 +100%
Creative Planning
90
Creative Planning
Kansas
$423K 47,716 +9,300 +24%
First Trust Advisors
91
First Trust Advisors
Illinois
$421K 47,425 -3,215 -6%
LA
92
Lucus Advisors
New York
$391K 44,084 +30,221 +218%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$385K 43,375 – –
USAA
94
United Services Automobile Association
Texas
$374K 42,130 +42,130 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369K 41,587 +5,485 +15%
FQ
96
First Quadrant
California
$356K 40,090 +40,090 New
PH
97
Pinnacle Holdings
Oklahoma
$355K 40,050 +3,255 +9%
TPSF
98
Texas Permanent School Fund
Texas
$342K 38,515 -250 -0.6%
Public Sector Pension Investment Board (PSP Investments)
99
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$332K 37,470 – –
Barclays
100
Barclays
United Kingdom
$330K 37,232 +15,359 +70%
2 3
4
5 6