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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 %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$18K – – –
AOWM
177
Alpha Omega Wealth Management
Virginia
$17K – – –
WT
178
Whittier Trust
California
$12K – – –
SWA
179
Sutton Wealth Advisors
Florida
$11.5K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$11K -$985 -89 -8%
RWA
181
Ropes Wealth Advisors
Massachusetts
$11K – – –
QCG
182
Quadrant Capital Group
Ohio
$7K +$685 +71 +11%
FGC
183
Financial Gravity Companies
Texas
$4K +$4K +358 New
GAM
184
Gemmer Asset Management
California
$3K -$2.42K -217 -45%
US Bancorp
185
US Bancorp
Minnesota
$3K – – –
PAM
186
Panagora Asset Management
Massachusetts
$3K – – –
TWA
187
TCI Wealth Advisors
Arizona
$2K – – –
WA
188
WealthTrust-Arizona
Arizona
$2K – – –
PA
189
Parallel Advisors
California
$1K – – –
STA
190
Summit Trail Advisors
New York
$1K +$1K +45 New
HCM
191
Highbridge Capital Management
New York
– -$5.8M -504,850 Closed
Jacobs Levy Equity Management
192
Jacobs Levy Equity Management
New Jersey
– -$3.71M -323,030 Closed
NFA
193
Nationwide Fund Advisors
Ohio
– -$2.27M -197,783 Closed
PI
194
Putnam Investments
Massachusetts
– -$2.24M -194,725 Closed
Renaissance Technologies
195
Renaissance Technologies
New York
– -$1.22M -106,310 Closed
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$990K -86,220 Closed
CIP
197
Convergence Investment Partners
Florida
– -$596K -51,932 Closed
EGM
198
Engineers Gate Manager
New York
– -$576K -50,133 Closed
TI
199
Trexquant Investment
Connecticut
– -$506K -44,044 Closed
FRM
200
Fox Run Management
Connecticut
– -$374K -32,600 Closed
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