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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 %
Rafferty Asset Management
126
Rafferty Asset Management
New York
$166K -$62.1K -7,204 -27%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$166K -$13.5K -1,568 -8%
SOADOR
128
State of Alaska Department of Revenue
Alaska
$148K +$57.3K +6,660 +63%
CSS
129
Cubist Systematic Strategies
Connecticut
$148K +$148K +17,100 New
Simplex Trading
130
Simplex Trading
Illinois
$142K +$142K +16,534 New
Franklin Resources
131
Franklin Resources
California
$137K +$2.69K +311 +2%
WS
132
Wedbush Securities
California
$134K -$10.5K -1,217 -7%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$133K -$45.6K -5,286 -26%
MSA
134
Mason Street Advisors
Wisconsin
$128K +$8.22K +952 +7%
FIM
135
Freedom Investment Management
Connecticut
$121K -$4.89K -566 -4%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$120K -$60.9K -7,029 -34%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$116K – – –
QI
138
QS Investors
New York
$115K +$9.02K +1,042 +9%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$113K -$10.1K -1,168 -8%
ZIM
140
Zacks Investment Management
Illinois
$104K – – –
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$102K -$55.6K -6,429 -35%
PIA
142
Piedmont Investment Advisors
North Carolina
$99K +$3.97K +458 +4%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$99K +$9.47K +1,102 +11%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$98K – – –
USAA
145
United Services Automobile Association
Texas
$91K +$91K +10,559 New
Federated Hermes
146
Federated Hermes
Pennsylvania
$89K -$1.01M -117,331 -92%
CL
147
Choreo LLC
Illinois
$89K -$42K -4,850 -32%
AC
148
Ashler Capital
Illinois
$88K +$88K +10,247 New
NA
149
Neuburgh Advisers
California
$69K +$2.94K +340 +4%
PCM
150
Prelude Capital Management
New York
$66K +$40.3K +4,690 +156%
4 5
6
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