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Upbound Group
UPBD

Overview Fund Activity

187 hedge funds and large institutions have $705M invested in Upbound Group in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
35
Increased
59
Reduced
59
Closed
21
Calls
$20.3M
Puts
$97.7M
Net Calls
-$77.4M
Net Calls Change
-$22.6M

Top Buyers

1
ACM
1
Archer Capital Management
New York
$19.2M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$10.2M
3
Norges Bank
3
Norges Bank
Norway
$11.7M
4
HCM
4
Highbridge Capital Management
New York
$5.8M
5
AA
5
AQR Arbitrage
Connecticut
$5.29M

Top Sellers

1
GC
1
Gratia Capital
California
$2.64M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$6.24M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Ancora Advisors
Ohio
$804K +$804K +70,000 New
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$801K -$70.5K -6,141 -8%
Wells Fargo
78
Wells Fargo
California
$800K +$244K +21,232 +44%
HCM
79
Hollencrest Capital Management
California
$790K -$209K -18,200 -21%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$784K -$15.2K -1,326 -2%
MVP
81
Miller Value Partners
Florida
$763K -$71.5K -6,230 -9%
GWM
82
Greenwich Wealth Management
Connecticut
$763K +$127K +11,047 +20%
AllianceBernstein
83
AllianceBernstein
Tennessee
$723K -$102K -8,926 -12%
SO
84
STRS Ohio
Ohio
$684K -$23K -2,000 -3%
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$662K +$662K +57,700 New
LWM
86
Lenox Wealth Management
Ohio
$644K +$28.7K +2,505 +5%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$615K – – –
CIP
88
Convergence Investment Partners
Florida
$596K +$123K +10,729 +26%
EGM
89
Engineers Gate Manager
New York
$576K +$576K +50,133 New
Comerica Bank
90
Comerica Bank
Texas
$564K +$5.68K +564 +1%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$563K +$11.4K +990 +2%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$549K -$34.7K -3,023 -6%
PH
93
Pinnacle Holdings
Oklahoma
$541K +$105K +9,155 +24%
FFA
94
First Foundation Advisors
California
$529K – – –
UBS Group
95
UBS Group
Switzerland
$522K -$157K -13,668 -23%
TI
96
Trexquant Investment
Connecticut
$506K +$506K +44,044 New
Barclays
97
Barclays
United Kingdom
$504K +$253K +22,045 +101%
RJA
98
Raymond James & Associates
Florida
$499K -$296K -25,785 -37%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$498K – – –
Creative Planning
100
Creative Planning
Kansas
$497K +$17.3K +1,505 +4%
2 3
4
5 6