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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.

New
Increased
Maintained
Reduced
Closed
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
Marshall Wace
United Kingdom
+$24.7M
2
WIC
Water Island Capital
New York
+$20.6M
3
AA
AQR Arbitrage
Connecticut
+$18.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.25M
5
Goldman Sachs
Goldman Sachs
New York
+$6.88M

Top Sellers

1
EC
Engaged Capital
California
-$64M
2
MWNA
Marshall Wace North America
New York
-$26M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$9.02M
4
BlackRock
BlackRock
New York
-$8.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$248K – – –
TI
127
Trexquant Investment
Connecticut
$247K -$448K -31,123 -64%
HF
128
HRT Financial
New York
$240K +$240K +16,729 New
Pacer Advisors
129
Pacer Advisors
Pennsylvania
$230K +$127K +8,811 +123%
QI
130
QS Investors
New York
$209K – – –
RJFSA
131
Raymond James Financial Services Advisors
Florida
$207K -$87K -6,038 -30%
SOADOR
132
State of Alaska Department of Revenue
Alaska
$206K -$42.3K -2,955 -17%
RJA
133
Raymond James & Associates
Florida
$204K -$74.2K -5,166 -27%
ES
134
Equitec Specialists
Illinois
$198K +$198K +13,800 New
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$194K – – –
MSA
136
Mason Street Advisors
Wisconsin
$189K -$32.5K -2,266 -15%
Nomura Holdings
137
Nomura Holdings
Japan
$183K +$183K +12,900 New
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$179K -$10.1K -700 -5%
FIM
139
Freedom Investment Management
Connecticut
$176K -$6.72K -456 -4%
USAA
140
United Services Automobile Association
Texas
$173K -$11.9K -829 -6%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$163K – – –
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$152K -$9.99K -697 -6%
PIA
143
Piedmont Investment Advisors
North Carolina
$147K -$29.6K -2,060 -17%
GC
144
Guggenheim Capital
Illinois
$147K +$2.89K +201 +2%
CSS
145
Cubist Systematic Strategies
Connecticut
$132K +$132K +9,172 New
AssetMark Inc
146
AssetMark Inc
California
$114K -$6.79K -472 -6%
PHK
147
Point72 Hong Kong
Hong Kong
$83K +$83K +5,782 New
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$78.8K +$41K +2,849 +108%
JWA
149
JFS Wealth Advisors
Pennsylvania
$76K +$433 +30 +0.6%
CG
150
Cutler Group
California
$73K -$298K -20,962 -80%
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