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Upbound Group
UPBD

Overview Fund Activity

187 hedge funds and large institutions have $705M invested in Upbound Group in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
35
Increased
59
Reduced
59
Closed
21
Calls
$20.3M
Puts
$97.7M
Net Calls
-$77.4M
Net Calls Change
-$22.6M

Top Buyers

1
ACM
Archer Capital Management
New York
$19.2M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$10.2M
3
Norges Bank
Norges Bank
Norway
$11.7M
4
HCM
Highbridge Capital Management
New York
$5.8M
5
AA
AQR Arbitrage
Connecticut
$5.29M

Top Sellers

1
GC
Gratia Capital
California
$2.64M
2
LSV Asset Management
LSV Asset Management
Illinois
$6.24M
3
Vanguard Group
Vanguard Group
Pennsylvania
$49.4M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$259K -$16.8K -1,461 -6%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$248K -$1.15K -100 -0.5%
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$229K +$85K +7,410 +59%
MC
129
Menta Capital
California
$213K -$134K -11,642 -39%
JFG
130
Jefferies Financial Group
New York
$209K +$209K +18,168 New
Two Sigma Investments
131
Two Sigma Investments
New York
$207K -$114K -9,980 -36%
QI
132
QS Investors
New York
$207K – – –
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$204K -$227K -19,774 -53%
WC
134
Wynnefield Capital
New York
$204K – – –
FIM
135
Freedom Investment Management
Connecticut
$184K +$184K +16,065 New
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$164K – – –
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$156K +$43.7K +3,804 +39%
MSA
138
Mason Street Advisors
Wisconsin
$155K +$4.37K +381 +3%
Balyasny Asset Management
139
Balyasny Asset Management
Illinois
$155K +$155K +13,499 New
ZIM
140
Zacks Investment Management
Illinois
$154K +$154K +13,440 New
TRCT
141
Tower Research Capital (TRC)
New York
$152K -$30K -2,608 -16%
PP
142
Pension Partners
New York
$149K +$149K +13,000 New
PP
143
Paloma Partners
Connecticut
$146K -$172K -15,023 -54%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$143K +$25.5K +2,225 +22%
UBS AM
145
UBS AM
Illinois
$140K – – –
LPL Financial
146
LPL Financial
California
$135K – – –
PIA
147
Piedmont Investment Advisors
North Carolina
$133K -$23 -2 -0%
CGH
148
Crossmark Global Holdings
Texas
$132K +$132K +11,512 New
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$130K – – –
SOADOR
150
State of Alaska Department of Revenue
Alaska
$120K +$912 +80 +0.8%
4 5
6
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