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Upbound Group
UPBD

Overview Fund Activity

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
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
$19.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
AVC
Arlington Value Capital
Utah
$45.2M
4
HCS
Harvest Capital Strategies
California
$7.38M
5
State Street
State Street
Massachusetts
$25.1M

Top Sellers

1
HCM
Highbridge Capital Management
New York
$0
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$4.88M
3
LSV Asset Management
LSV Asset Management
Illinois
$1.26M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
NFA
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$126K – – –
PIA
152
Piedmont Investment Advisors
North Carolina
$122K -$7.27K -653 -6%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$116K -$35.3K -3,170 -23%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$116K – – –
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$113K -$234K -21,050 -67%
Millennium Management
156
Millennium Management
New York
$112K -$2.24M -202,293 -95%
JG
157
Jefferies Group
New York
$111K +$111K +10,000 New
NIT
158
NumerixS Investment Technologies
British Columbia, Canada
$90K +$90K +8,100 New
NA
159
Neuburgh Advisers
California
$85K -$9.82K -884 -10%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$75K +$46.5K +4,190 +163%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$72K – – –
FCM
162
Flinton Capital Management
Pennsylvania
$70K -$8.09K -728 -10%
JWA
163
JFS Wealth Advisors
Pennsylvania
$65K -$5.33K -480 -8%
TAM
164
Tyers Asset Management
Texas
$55K -$6.36K -572 -10%
AG
165
Advisor Group
Arizona
$54K – – –
RCM
166
Riverhead Capital Management
Delaware
$45K -$5.84K -527 -11%
AIP
167
Ameritas Investment Partners
Nebraska
$45K – – –
GHCM
168
Glen Harbor Capital Management
California
$40K -$4.62K -416 -10%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$39K -$5.93K -525 -13%
SIC
170
Salem Investment Counselors
North Carolina
$39K – – –
PCM
171
Prelude Capital Management
New York
$33K -$27.5K -2,500 -45%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$32K -$510K -46,190 -94%
Macquarie Group
173
Macquarie Group
Australia
$32K -$356K -32,300 -92%
OMCS
174
Old Mutual Customised Solutions
South Africa
$32K – – –
VCM
175
Versant Capital Management
Arizona
$21K +$1.51K +139 +8%
5 6
7
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