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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 %
HCM
76
Hollencrest Capital Management
California
$691K +$19.4K +2,250 +3%
GWM
77
Greenwich Wealth Management
Connecticut
$683K +$73K +8,450 +12%
OAC
78
OMERS Administration Corp
Ontario, Canada
$623K -$683K -79,200 -52%
UBS Group
79
UBS Group
Switzerland
$615K -$332K -38,413 -35%
SO
80
STRS Ohio
Ohio
$598K +$36.2K +4,200 +6%
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$592K +$307K +35,561 +108%
Canada Life
82
Canada Life
Manitoba, Canada
$583K -$30.7K -3,560 -5%
Walleye Trading
83
Walleye Trading
New York
$570K +$570K +66,026 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$563K -$19.7K -2,287 -3%
PI
85
Putnam Investments
Massachusetts
$558K +$558K +64,700 New
Comerica Bank
86
Comerica Bank
Texas
$557K +$9.89K +984 +2%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$536K +$448K +51,984 +511%
Barclays
88
Barclays
United Kingdom
$535K +$270K +31,294 +102%
Bank of America
89
Bank of America
North Carolina
$534K +$78.1K +9,045 +17%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$500K -$7.22K -837 -1%
CM
91
Caption Management
Oklahoma
$487K +$185K +21,400 +61%
Creative Planning
92
Creative Planning
Kansas
$477K +$113K +13,050 +31%
SRAM
93
Stone Ridge Asset Management
New York
$477K +$119K +13,800 +33%
MVP
94
Miller Value Partners
Florida
$475K -$97.3K -11,270 -17%
Citigroup
95
Citigroup
New York
$473K -$1.12M -129,782 -70%
UBS AM
96
UBS AM
Illinois
$473K +$66.1K +7,662 +16%
PH
97
Pinnacle Holdings
Oklahoma
$443K +$8.67K +1,005 +2%
IRC
98
Investors Research Corp
Georgia
$415K +$31.9K +3,700 +8%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$404K +$49.8K +5,770 +14%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$374K – – –
2 3
4
5 6