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Upbound Group
UPBD

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12.98% more ownership

Funds ownership: 115.22% → 128.2% (+13%)

8% more capital invested

Capital invested by funds: $705M → $759M (+$53.6M)

3% more funds holding

Funds holding: 187 → 193 (+6)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

58% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $160M

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12.6M
3
AVC
Arlington Value Capital
Utah
+$10.9M
4
HCS
Harvest Capital Strategies
California
+$7.28M
5
State Street
State Street
Massachusetts
+$6.17M

Top Sellers

1
HCM
Highbridge Capital Management
New York
-$5.79M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.91M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.71M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.71M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$126K – – –
PIA
152
Piedmont Investment Advisors
North Carolina
$122K -$7.15K -653 -6%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$116K -$34.7K -3,170 -23%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$116K – – –
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$113K -$230K -21,050 -67%
Millennium Management
156
Millennium Management
New York
$112K -$2.21M -202,293 -95%
JG
157
Jefferies Group
New York
$111K +$109K +10,000 New
NIT
158
NumerixS Investment Technologies
British Columbia, Canada
$90K +$88.7K +8,100 New
NA
159
Neuburgh Advisers
California
$85K -$9.68K -884 -10%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$75K +$45.9K +4,190 +163%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$72K – – –
FCM
162
Flinton Capital Management
Pennsylvania
$70K -$7.97K -728 -10%
JWA
163
JFS Wealth Advisors
Pennsylvania
$65K -$5.25K -480 -8%
TAM
164
Tyers Asset Management
Texas
$55K -$6.26K -572 -10%
AG
165
Advisor Group
Arizona
$54K – – –
RCM
166
Riverhead Capital Management
Delaware
$45K -$5.77K -527 -11%
AIP
167
Ameritas Investment Partners
Nebraska
$45K – – –
GHCM
168
Glen Harbor Capital Management
California
$40K -$4.55K -416 -10%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$39K -$5.75K -525 -13%
SIC
170
Salem Investment Counselors
North Carolina
$39K – – –
PCM
171
Prelude Capital Management
New York
$33K -$27.4K -2,500 -45%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$32K -$506K -46,190 -94%
Macquarie Group
173
Macquarie Group
Australia
$32K -$354K -32,300 -92%
OMCS
174
Old Mutual Customised Solutions
South Africa
$32K – – –
VCM
175
Versant Capital Management
Arizona
$21K +$1.52K +139 +8%
5 6
7
8 9

UPBD Hedge Fund Activity: Q4 2017 in Review

193 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2017, worth a combined $759M — up 7.6% from $705M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UPBD positions and 25 closed out — a net gain of 6 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $19.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $5.79M sold.

  • 193 institutional investors held Upbound Group (UPBD) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $759M of Upbound Group stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 31 funds opened new Upbound Group positions in Q4 2017 and 25 closed out, a net change of +6 holders.
  • The largest Upbound Group buyer in Q4 2017 was Philadelphia Financial Management of San Francisco, an estimated $19.2M added.
  • The largest Upbound Group seller in Q4 2017 was Highbridge Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2017.