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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 %
AllianceBernstein
101
AllianceBernstein
Tennessee
$371K +$45.7K +5,300 +14%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$370K – – –
RJFSA
103
Raymond James Financial Services Advisors
Florida
$368K -$65.6K -7,596 -15%
PAM
104
Premier Asset Management
Illinois
$354K +$354K +41,135 New
M&T Bank
105
M&T Bank
New York
$347K – – –
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$337K -$35.4K -4,099 -10%
Wellington Management Group
107
Wellington Management Group
Massachusetts
$314K -$3.8M -439,823 -92%
TPSF
108
Texas Permanent School Fund
Texas
$305K -$5.84K -677 -2%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$297K +$9.23K +1,070 +3%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$293K +$225 +26 +0.1%
Public Sector Pension Investment Board (PSP Investments)
111
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$291K – – –
SG Americas Securities
112
SG Americas Securities
New York
$285K -$244K -28,224 -46%
DCM
113
Driehaus Capital Management
Illinois
$259K -$950K -110,000 -79%
ECM
114
Engine Capital Management
New York
$259K – – –
AG
115
Aperio Group
California
$244K -$12.6K -1,458 -5%
AIG
116
American International Group
New York
$236K -$68.5K -7,947 -22%
BFM
117
Boothbay Fund Management
New York
$232K +$16K +1,851 +7%
GIA
118
Gargoyle Investment Advisor
New Jersey
$232K +$97.4K +11,300 +72%
DZ Bank
119
DZ Bank
Germany
$216K +$216K +25,000 New
FRM
120
Fox Run Management
Connecticut
$215K +$215K +24,911 New
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$205K +$6.92K +800 +3%
MIM
122
MetLife Investment Management
New Jersey
$184K – – –
WIM
123
Wittenberg Investment Management
Massachusetts
$177K +$177K +20,500 New
HI
124
HBK Investments
Texas
$173K -$66.3K -7,703 -28%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$172K – – –
3 4
5
6 7