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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 %
MAM
151
Meeder Asset Management
Ohio
$8K 866 -37,985 -98%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$7K 800 +800 New
FMA
153
FNY Managed Accounts
New York
$7K 810 +810 New
US Bancorp
154
US Bancorp
Minnesota
$5K 551 +551 New
CFA
155
Carroll Financial Associates
North Carolina
$2K 300 – –
WA
156
WealthTrust-Arizona
Arizona
$2K 253 +102 +68%
TWA
157
TCI Wealth Advisors
Arizona
$2K 197 +197 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$2K 207 +207 New
Loomis, Sayles & Company
159
Loomis, Sayles & Company
Massachusetts
$1K 98 – –
DAM
160
Delta Asset Management
Tennessee
$1K 130 – –
PA
161
Parallel Advisors
California
$1K 97 +97 New
Pzena Investment Management
162
Pzena Investment Management
New York
– – -1,738,738 Closed
LCP
163
Lombardia Capital Partners
California
– – -672,782 Closed
Renaissance Technologies
164
Renaissance Technologies
New York
– – -492,210 Closed
PCMF
165
Private Capital Management (Florida)
Florida
– – -265,743 Closed
QIM
166
Quantitative Investment Management
Virginia
– – -242,600 Closed
Two Sigma Investments
167
Two Sigma Investments
New York
– – -206,700 Closed
MC
168
Menta Capital
California
– – -194,621 Closed
FP
169
Foundry Partners
Minnesota
– – -177,550 Closed
BCM
170
Bridgeway Capital Management
Texas
– – -102,800 Closed
ARTA
171
A.R.T. Advisors
New York
– – -72,677 Closed
SO
172
STRS Ohio
Ohio
$0 100 -65,000 -100%
CF
173
CNA Financial
Illinois
– – -58,020 Closed
Wellington Management Group
174
Wellington Management Group
Massachusetts
– – -44,448 Closed
JIM
175
Jupiter Investment Management
United Kingdom
– – -41,525 Closed
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7
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