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Upbound Group
UPBD

Overview Fund Activity

176 hedge funds and large institutions have $685M invested in Upbound Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
35
Increased
49
Reduced
62
Closed
24
Calls
$6.72M
Puts
$61.5M
Net Calls
-$54.8M
Net Calls Change
-$27.6M

Top Buyers

1
AVC
1
Arlington Value Capital
Utah
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.4M
3
GC
3
Gratia Capital
California
$12.2M
4
ACM
4
Archer Capital Management
New York
$8.25M
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$5.38M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.6M
2
Norges Bank
2
Norges Bank
Norway
$1.97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.1M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
76
Quantitative Investment Management
Virginia
$753K 64,300 +64,300 New
SO
77
STRS Ohio
Ohio
$721K 61,600 +61,500 +61,500%
UBS Group
78
UBS Group
Switzerland
$693K 59,156 -247,303 -81%
Comerica Bank
79
Comerica Bank
Texas
$686K 55,424 -3,257 -6%
GWM
80
Greenwich Wealth Management
Connecticut
$650K 55,426 -3,708 -6%
LWM
81
Lenox Wealth Management
Ohio
$633K 53,658 +53,658 New
HSBC Holdings
82
HSBC Holdings
United Kingdom
$627K 53,546 -170 -0.3%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$596K 50,849 – –
Millennium Management
84
Millennium Management
New York
$594K 50,710 +50,710 New
AIM
85
Alambic Investment Management
California
$580K 49,500 +28,592 +137%
Wells Fargo
86
Wells Fargo
California
$567K 48,371 -120,409 -71%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$564K 48,100 -3,714 -7%
FFA
88
First Foundation Advisors
California
$540K 46,070 -89,973 -66%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$508K 43,375 – –
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$503K 42,900 -8,901 -17%
USAA
91
United Services Automobile Association
Texas
$494K 42,130 – –
Creative Planning
92
Creative Planning
Kansas
$489K 41,750 -5,966 -13%
CIP
93
Convergence Investment Partners
Florida
$483K 41,203 -16,982 -29%
AG
94
Aperio Group
California
$459K 39,133 +4,006 +11%
TPSF
95
Texas Permanent School Fund
Texas
$455K 38,839 +324 +0.8%
PH
96
Pinnacle Holdings
Oklahoma
$445K 37,975 -2,075 -5%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$440K 37,526 -101,857 -73%
CS
98
Credit Suisse
Switzerland
$435K 37,085 -124,659 -77%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$399K 34,021 -7,566 -18%
AIG
100
American International Group
New York
$392K 33,411 +1,468 +5%
2 3
4
5 6