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Upbound Group
UPBD

Overview Fund Activity

166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.

Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
38
Increased
52
Reduced
56
Closed
53
Calls
$33.1M
Puts
$60.2M
Net Calls
-$27M
Net Calls Change
+$730K

Top Buyers

1
MWNA
1
Marshall Wace North America
New York
$29.4M
2
CCM
2
Chicago Capital Management
Illinois
$15.2M
3
Man Group
3
Man Group
United Kingdom
$13.5M
4
AA
4
AQR Arbitrage
Connecticut
$19M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$8.69M

Top Sellers

1
AVC
1
Arlington Value Capital
Utah
$618K
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
VCA
3
VIEX Capital Advisors
Florida
$0
4
BIP
4
Brandes Investment Partners
California
$13.2M
5
FCM
5
Frontier Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
201
Wittenberg Investment Management
Massachusetts
– – -20,500 Closed
HI
202
HBK Investments
Texas
– – -20,100 Closed
CSS
203
Cubist Systematic Strategies
Connecticut
– – -17,100 Closed
WS
204
Wedbush Securities
California
– – -15,500 Closed
Nomura Holdings
205
Nomura Holdings
Japan
– – -15,054 Closed
ZIM
206
Zacks Investment Management
Illinois
– – -12,100 Closed
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
– – -11,797 Closed
CL
208
Choreo LLC
Illinois
– – -10,270 Closed
AC
209
Ashler Capital
Illinois
– – -10,247 Closed
NA
210
Neuburgh Advisers
California
– – -7,990 Closed
FCM
211
Flinton Capital Management
Pennsylvania
– – -6,580 Closed
TAM
212
Tyers Asset Management
Texas
– – -5,170 Closed
RCM
213
Riverhead Capital Management
Delaware
– – -4,262 Closed
GHCM
214
Glen Harbor Capital Management
California
– – -3,760 Closed
AOWM
215
Alpha Omega Wealth Management
Virginia
– – -1,500 Closed
CIP
216
Convergence Investment Partners
Florida
– – -635 Closed
SWP
217
Stratos Wealth Partners
Ohio
– – -630 Closed
DAM
218
DLD Asset Management
New York
– – – –
JA
219
JOYN Advisors
Georgia
$0 29 – –
IP
220
Interval Partners
New York
– – – –
NFAM
221
North Fourth Asset Management
New Jersey
– – – –
EPM
222
Equitec Proprietary Markets
Illinois
– – – –
Jane Street
223
Jane Street
New York
– – – –
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
– – – –
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$0 11 +11 New
5 6 7 8
9