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Upbound Group
UPBD

Overview Fund Activity

182 hedge funds and large institutions have $560M invested in Upbound Group in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
4.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
65
Reduced
67
Closed
34
Calls
$33.7M
Puts
$61.4M
Net Calls
-$27.8M
Net Calls Change
+$65.2M

Top Buyers

1
VCA
VIEX Capital Advisors
Florida
+$13.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$11.7M
3
KCM
Kennedy Capital Management
Missouri
+$7.54M
4
SCM
Signia Capital Management
Washington
+$6.92M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
MCM
Marcato Capital Management
California
-$13.5M
2
FCM
Frontier Capital Management
Massachusetts
-$13.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.33M
4
SCM
SG Capital Management
Illinois
-$6.15M
5
MWNA
Marshall Wace North America
New York
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
151
Flinton Capital Management
Pennsylvania
$57K +$2.43K +280 +4%
JWA
152
JFS Wealth Advisors
Pennsylvania
$51K -$35 -4 -0.1%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$49K -$766 -100 -2%
TAM
154
Tyers Asset Management
Texas
$45K +$1.92K +220 +4%
AssetMark Inc
155
AssetMark Inc
California
$45K +$44.8K +5,143 +28,572%
RCM
156
Riverhead Capital Management
Delaware
$37K +$1.74K +200 +5%
AIP
157
Ameritas Investment Partners
Nebraska
$35K – – –
US Bancorp
158
US Bancorp
Minnesota
$35K +$32.3K +3,652 +1,209%
CG
159
Cutler Group
California
$33K -$67K -7,932 -67%
GHCM
160
Glen Harbor Capital Management
California
$33K +$1.4K +160 +4%
SIC
161
Salem Investment Counselors
North Carolina
$30K – – –
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$29K – – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$16K +$7.43K +862 +87%
VCM
164
Versant Capital Management
Arizona
$15K -$1.62K -188 -10%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$14K -$51 -6 -0.4%
NIT
166
NumerixS Investment Technologies
British Columbia, Canada
$13K -$57.2K -6,601 -81%
AOWM
167
Alpha Omega Wealth Management
Virginia
$13K – – –
SPIA
168
Steward Partners Investment Advisory
New York
$12K +$12K +1,500 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$11K -$2.78M -312,764 -100%
WT
170
Whittier Trust
California
$10K – – –
AG
171
Advisor Group
Arizona
$7K -$39.5K -4,115 -85%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$5K -$3.23M -348,680 -100%
SWP
173
Stratos Wealth Partners
Ohio
$5K +$5K +630 New
CIP
174
Convergence Investment Partners
Florida
$5K +$5K +635 New
FGC
175
Financial Gravity Companies
Texas
$3K -$377 -40 -11%
5 6
7
8 9