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Upbound Group
UPBD

Overview Fund Activity

165 hedge funds and large institutions have $564M invested in Upbound Group in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 38 closing their positions.

Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
32
Increased
65
Reduced
49
Closed
38
Calls
$9.45M
Puts
$36.6M
Net Calls
-$27.2M
Net Calls Change
-$9.44M

Top Buyers

1
EC
1
Engaged Capital
California
$79.7M
2
BlackRock
2
BlackRock
New York
$58.2M
3
Nomura Holdings
3
Nomura Holdings
Japan
$17.1M
4
AVC
4
Arlington Value Capital
Utah
$13M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890K
2
Pzena Investment Management
2
Pzena Investment Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$692K
4
LCP
4
Lombardia Capital Partners
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
126
Profund Advisors
Maryland
$104K 11,685 -5,087 -30%
GC
127
Guggenheim Capital
Illinois
$103K 11,759 -8,063 -41%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$101K 11,346 – –
LPL Financial
129
LPL Financial
California
$101K 11,740 +11,740 New
CWA
130
Cypress Wealth Advisors
California
$92K 10,334 +10,334 New
CL
131
CSS LLC
Illinois
$90K 10,200 – –
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$90K 10,161 +1,335 +15%
JWA
133
JFS Wealth Advisors
Pennsylvania
$58K 5,165 – –
SOADOR
134
State of Alaska Department of Revenue
Alaska
$52K 5,900 +150 +3%
TRCT
135
Tower Research Capital (TRC)
New York
$51K 5,781 +5,728 +10,808%
AG
136
Advisor Group
Arizona
$40K 4,486 +529 +13%
AIM
137
Acrospire Investment Management
Illinois
$38K 4,331 -10,699 -71%
AIP
138
Ameritas Investment Partners
Nebraska
$36K 4,092 +4,092 New
NA
139
Neuburgh Advisers
California
$33K 3,774 -204 -5%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$30K 3,455 – –
FCM
141
Flinton Capital Management
Pennsylvania
$28K 3,108 -168 -5%
OMCS
142
Old Mutual Customised Solutions
South Africa
$26K 2,900 – –
TAM
143
Tyers Asset Management
Texas
$22K 2,442 -132 -5%
RCM
144
Riverhead Capital Management
Delaware
$18K 2,000 -100 -5%
GHCM
145
Glen Harbor Capital Management
California
$16K 1,776 -96 -5%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$15K 1,660 – –
AOWM
147
Alpha Omega Wealth Management
Virginia
$13K 1,500 +490 +49%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$12K 1,363 +1,363 New
WT
149
Whittier Trust
California
$10K 1,125 – –
VCM
150
Versant Capital Management
Arizona
$9K 1,022 +852 +501%
4 5
6
7 8