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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 %
CSS
151
Cubist Systematic Strategies
Connecticut
$118K -$11.1K -966 -9%
NA
152
Neuburgh Advisers
California
$98K +$17.2K +1,496 +21%
CG
153
Cutler Group
California
$98K +$76.3K +6,688 +352%
PHK
154
Point72 Hong Kong
Hong Kong
$90K +$90K +7,850 New
FCM
155
Flinton Capital Management
Pennsylvania
$81K +$14.2K +1,232 +21%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$75K +$65.8K +5,700 +713%
JWA
157
JFS Wealth Advisors
Pennsylvania
$73K -$8.42K -731 -10%
TAM
158
Tyers Asset Management
Texas
$63K +$11K +968 +21%
PCM
159
Prelude Capital Management
New York
$63K +$38.9K +3,400 +162%
AG
160
Advisor Group
Arizona
$56K +$3.79K +328 +7%
RCM
161
Riverhead Capital Management
Delaware
$53K +$9.93K +860 +23%
AIP
162
Ameritas Investment Partners
Nebraska
$49K – – –
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$46K +$6.07K +525 +15%
GHCM
164
Glen Harbor Capital Management
California
$46K +$8.06K +704 +21%
SIC
165
Salem Investment Counselors
North Carolina
$41K +$41K +3,500 New
OMCS
166
Old Mutual Customised Solutions
South Africa
$33K – – –
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$30K +$30K +2,572 New
VCM
168
Versant Capital Management
Arizona
$20K +$2.36K +211 +13%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$19K +$69 +6 +0.4%
AOWM
170
Alpha Omega Wealth Management
Virginia
$17K – – –
WT
171
Whittier Trust
California
$13K – – –
MA
172
MUFG Americas
New York
$13K +$13K +1,093 New
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$12K +$8.57K +773 +249%
SWA
174
Sutton Wealth Advisors
Florida
$11.9K – – –
RWA
175
Ropes Wealth Advisors
Massachusetts
$11K +$11K +952 New
5 6
7
8 9