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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 %
Group One Trading
176
Group One Trading
Illinois
– – -35,281 Closed
BFM
177
Boothbay Fund Management
New York
– – -29,093 Closed
Nuveen Asset Management
178
Nuveen Asset Management
Illinois
– – -27,162 Closed
QC
179
Quadrature Capital
United Kingdom
– – -27,096 Closed
HCM
180
Highbridge Capital Management
New York
– – -26,593 Closed
SSA
181
Schonfeld Strategic Advisors
New York
– – -25,660 Closed
RJA
182
Raymond James & Associates
Florida
– – -21,450 Closed
FCBT
183
First Citizens Bank & Trust
North Carolina
– – -17,247 Closed
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
– – -17,218 Closed
ZIM
185
Zacks Investment Management
Illinois
– – -15,018 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
186
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -14,010 Closed
PCM
187
Prelude Capital Management
New York
– – -12,100 Closed
ProShare Advisors
188
ProShare Advisors
Maryland
– – -10,010 Closed
AP
189
Advisors Preferred
Maryland
– – -4,305 Closed
NIT
190
NumerixS Investment Technologies
British Columbia, Canada
– – -4,200 Closed
CG
191
Cutler Group
California
– – -3,540 Closed
Nomura Asset Management
192
Nomura Asset Management
Japan
– – -3,300 Closed
SWA
193
Sutton Wealth Advisors
Florida
– – -960 Closed
IUHSA
194
Itau Unibanco Holding S.A.
Brazil
– – -860 Closed
SC
195
Skylands Capital
Wisconsin
– – -700 Closed
QCG
196
Quadrant Capital Group
Ohio
– – -622 Closed
GAM
197
Gemmer Asset Management
California
– – -245 Closed
NFG
198
Next Financial Group
Texas
– – -200 Closed
OSAM
199
O'Shaughnessy Asset Management
Connecticut
– – -45 Closed
WAM
200
Wealthspire Advisors (Maryland)
Maryland
– – -25 Closed
5 6 7
8
9