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Upbound Group
UPBD

Overview Fund Activity

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
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
$19.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
AVC
Arlington Value Capital
Utah
$45.2M
4
HCS
Harvest Capital Strategies
California
$7.38M
5
State Street
State Street
Massachusetts
$25.1M

Top Sellers

1
HCM
Highbridge Capital Management
New York
$0
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$4.88M
3
LSV Asset Management
LSV Asset Management
Illinois
$1.26M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
NFA
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
76
Arizona State Retirement System
Arizona
$995K +$687K +61,903 +223%
Prudential Financial
77
Prudential Financial
New Jersey
$959K -$8.88K -800 -0.9%
TA
78
Teachers Advisors
New York
$950K +$38.9K +3,503 +4%
SA
79
Springowl Associates
New York
$944K -$333K -30,000 -26%
Two Sigma Investments
80
Two Sigma Investments
New York
$936K +$736K +66,267 +367%
JFG
81
Jefferies Financial Group
New York
$908K +$706K +63,666 +350%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$890K +$890K +80,189 New
HCM
83
Hollencrest Capital Management
California
$864K +$99.9K +9,000 +13%
PI
84
PineBridge Investments
New York
$855K -$53.4K -4,808 -6%
Canada Life
85
Canada Life
Manitoba, Canada
$789K -$55.5K -5,000 -7%
GWM
86
Greenwich Wealth Management
Connecticut
$784K +$46.5K +4,189 +6%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$750K -$24.9K -2,246 -3%
MVP
88
Miller Value Partners
Florida
$736K -$1.49K -134 -0.2%
SO
89
STRS Ohio
Ohio
$722K +$61K +5,500 +9%
SG Americas Securities
90
SG Americas Securities
New York
$679K +$331K +29,849 +95%
LWM
91
Lenox Wealth Management
Ohio
$677K +$54K +4,869 +9%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$653K +$58.5K +5,267 +10%
Comerica Bank
93
Comerica Bank
Texas
$630K -$18K -1,559 -3%
Bank of America
94
Bank of America
North Carolina
$586K -$427K -38,482 -42%
GC
95
Gratia Capital
California
$563K -$1.99M -179,437 -78%
PH
96
Pinnacle Holdings
Oklahoma
$559K +$35.4K +3,190 +7%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$557K +$418K +37,690 +302%
NI
98
Numeric Investors
Massachusetts
$524K -$697K -62,800 -57%
UBS AM
99
UBS AM
Illinois
$523K +$388K +34,941 +286%
WAM
100
Wolverine Asset Management
Illinois
$521K +$204K +18,374 +64%
2 3
4
5 6