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Upbound Group
UPBD

Overview Fund Activity

166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
38
Increased
52
Reduced
56
Closed
53
Calls
$33.1M
Puts
$60.2M
Net Calls
-$27M
Net Calls Change
+$730K

Top Buyers

1
MWNA
Marshall Wace North America
New York
+$29.4M
2
CCM
Chicago Capital Management
Illinois
+$15.2M
3
Man Group
Man Group
United Kingdom
+$11.6M
4
AA
AQR Arbitrage
Connecticut
+$11.6M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$8.69M

Top Sellers

1
AVC
Arlington Value Capital
Utah
-$59.4M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$26.8M
3
VCA
VIEX Capital Advisors
Florida
-$15.8M
4
BIP
Brandes Investment Partners
California
-$14.3M
5
FCM
Frontier Capital Management
Massachusetts
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$193K – – –
USAA
127
United Services Automobile Association
Texas
$189K +$33.6K +2,285 +22%
FIM
128
Freedom Investment Management
Connecticut
$183K -$23.6K -1,598 -11%
PIA
129
Piedmont Investment Advisors
North Carolina
$181K +$12.9K +874 +8%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$179K -$104K -7,099 -37%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$167K – – –
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$166K -$9.05M -615,896 -98%
GC
133
Guggenheim Capital
Illinois
$147K -$2.18M -148,962 -94%
MTCM
134
Mint Tower Capital Management
Netherlands
$147K +$147K +10,000 New
AssetMark Inc
135
AssetMark Inc
California
$124K +$47.8K +3,232 +63%
Pacer Advisors
136
Pacer Advisors
Pennsylvania
$106K +$106K +7,182 New
PCM
137
Prelude Capital Management
New York
$104K -$9.18K -624 -8%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$94K – – –
JWA
139
JFS Wealth Advisors
Pennsylvania
$77K -$8.98K -611 -10%
AIP
140
Ameritas Investment Partners
Nebraska
$54K -$5.75K -394 -10%
SIC
141
Salem Investment Counselors
North Carolina
$52K – – –
SPIA
142
Steward Partners Investment Advisory
New York
$41K +$19K +1,300 +87%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$38.7K -$187K -12,727 -83%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$36K +$8.77K +598 +32%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$29K – – –
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$24K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$24K +$5.31K +351 +28%
VCM
148
Versant Capital Management
Arizona
$22K -$2.91K -203 -12%
WT
149
Whittier Trust
California
$17K – – –
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$14K -$154K -10,562 -92%
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6
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