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Upbound Group
UPBD

Overview Fund Activity

180 hedge funds and large institutions have $738M invested in Upbound Group in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
48
Reduced
77
Closed
14
Calls
$18.1M
Puts
$48.6M
Net Calls
-$30.5M
Net Calls Change
-$3.5M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$24.7M
2
WIC
2
Water Island Capital
New York
$28.7M
3
AA
3
AQR Arbitrage
Connecticut
$37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M

Top Sellers

1
EC
1
Engaged Capital
California
$65.2M
2
MWNA
2
Marshall Wace North America
New York
$2.78M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$3.06M
4
BlackRock
4
BlackRock
New York
$93.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$558K 38,770 +270 +0.7%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$554K 38,502 -9,157 -19%
AIG
103
American International Group
New York
$501K 34,850 -412 -1%
KPF
104
K2 Principal Fund
Ontario, Canada
$478K 33,211 +33,211 New
Public Sector Pension Investment Board (PSP Investments)
105
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$443K 30,787 -2,942 -9%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$436K 30,296 -6,347 -17%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$430K 29,872 -7,841 -21%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$422K 29,334 -4,757 -14%
TPSF
109
Texas Permanent School Fund
Texas
$402K 27,944 -6,531 -19%
HIMCH
110
Hartford Investment Management Co (HIMCO)
Connecticut
$378K 26,309 -1,755 -6%
CBOA
111
Commonwealth Bank of Australia
Australia
$366K 25,500 +25,500 New
BCM
112
BlueCrest Capital Management
Jersey
$362K 25,201 +5,643 +29%
UBS AM
113
UBS AM
Illinois
$362K 25,153 -23,548 -48%
Simplex Trading
114
Simplex Trading
Illinois
$351K 24,413 -59,460 -71%
BFM
115
Boothbay Fund Management
New York
$335K 23,300 +23,300 New
Wellington Management Group
116
Wellington Management Group
Massachusetts
$330K 22,904 +1,703 +8%
Citadel Advisors
117
Citadel Advisors
Florida
$311K 21,617 -123,389 -85%
MIM
118
MetLife Investment Management
New Jersey
$306K 21,277 – –
Rafferty Asset Management
119
Rafferty Asset Management
New York
$293K 20,342 +8,177 +67%
SMC
120
S. Muoio & Co
New York
$288K 20,000 +20,000 New
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$282K 19,600 -4,300 -18%
AG
122
Aperio Group
California
$278K 19,357 +319 +2%
ZIM
123
Zacks Investment Management
Illinois
$272K 18,913 +18,913 New
TI
124
Telemetry Investments
New York
$259K 18,000 +18,000 New
KC
125
Kellner Capital
New York
$257K 17,900 – –
3 4
5
6 7