UPBD icon

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 %
FGAM
176
Financial Gravity Asset Management
Texas
$3K +$3K +318 New
WA
177
WealthTrust-Arizona
Arizona
$2K – – –
TWA
178
TCI Wealth Advisors
Arizona
$2K – – –
Nomura Holdings
179
Nomura Holdings
Japan
$130 -$16.5K -1,909,434 -99%
MCM
180
Marcato Capital Management
California
– -$13.5M -1,218,781 Closed
SCM
181
SG Capital Management
Illinois
– -$6.15M -553,879 Closed
MWNA
182
Marshall Wace North America
New York
– -$5.6M -504,294 Closed
Hudson Bay Capital Management
183
Hudson Bay Capital Management
Connecticut
– -$4.88M -440,000 Closed
UCFA
184
United Capital Financial Advisors
Texas
– -$3.77M -339,582 Closed
OMC
185
Oasis Management Company
Cayman Islands
– -$2.76M -248,400 Closed
LSV Asset Management
186
LSV Asset Management
Illinois
– -$1.26M -113,500 Closed
MAM
187
Martingale Asset Management
Massachusetts
– -$1.12M -100,975 Closed
Two Sigma Investments
188
Two Sigma Investments
New York
– -$936K -84,316 Closed
JFG
189
Jefferies Financial Group
New York
– -$908K -81,834 Closed
Bank of Nova Scotia
190
Bank of Nova Scotia
Ontario, Canada
– -$890K -80,189 Closed
LWM
191
Lenox Wealth Management
Ohio
– -$677K -61,032 Closed
GC
192
Gratia Capital
California
– -$563K -50,752 Closed
WAM
193
Wolverine Asset Management
Illinois
– -$521K -47,022 Closed
Jane Street
194
Jane Street
New York
– -$462K -41,577 Closed
ACL
195
Azora Capital LP
Florida
– -$335K -30,166 Closed
B
196
Barings
North Carolina
– -$281K -25,350 Closed
FC
197
Fore Capital
New York
– -$222K -20,000 Closed
EMG
198
Ellington Management Group
Connecticut
– -$208K -18,700 Closed
QT
199
Quantbot Technologies
New York
– -$187K -16,889 Closed
Arrowstreet Capital
200
Arrowstreet Capital
Massachusetts
– -$183K -16,500 Closed
5 6 7
8
9