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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 %
EC
1
Engaged Capital
California
$79.7M 8,983,609 +6,681,233 +290%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.1M 7,115,980 +223,478 +3%
BlackRock
3
BlackRock
New York
$58.2M 6,561,262 +6,545,031 +40,324%
FCM
4
Frontier Capital Management
Massachusetts
$28.2M 3,174,144 +217,842 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.2M 2,276,061 +23,437 +1%
BIP
6
Brandes Investment Partners
California
$17.9M 2,023,427 +113,195 +6%
Nomura Holdings
7
Nomura Holdings
Japan
$17.1M 1,925,688 +1,908,588 +11,161%
State Street
8
State Street
Massachusetts
$16.8M 1,899,273 +305,946 +19%
Charles Schwab
9
Charles Schwab
California
$13.4M 1,506,379 +128,913 +9%
AVC
10
Arlington Value Capital
Utah
$13M 1,469,758 +1,469,758 New
LSV Asset Management
11
LSV Asset Management
Illinois
$12.2M 1,371,677 -43,231 -3%
Norges Bank
12
Norges Bank
Norway
$11.5M 1,301,824 -131,660 -9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$10.7M 1,203,655 +1,203,655 New
Blackstone Inc
14
Blackstone Inc
New York
$10.6M 1,190,577 +1,190,577 New
TSW
15
Thompson Siegel & Walmsley
Virginia
$9.83M 1,108,325 +23,463 +2%
Invesco
16
Invesco
Georgia
$8.65M 974,865 +268,961 +38%
HPC
17
Hill Path Capital
New York
$8.44M 951,485 +951,485 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.43M 950,390 -28,858 -3%
ERM
19
Elm Ridge Management
New York
$8.16M 919,561 +196,789 +27%
Deutsche Bank
20
Deutsche Bank
Germany
$7.77M 875,961 +463,592 +112%
OMC
21
Oasis Management Company
Cayman Islands
$7.54M 850,300 +850,300 New
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$7.19M 811,070 -195,100 -19%
Northern Trust
23
Northern Trust
Illinois
$5.63M 634,673 -5,955 -0.9%
Goldman Sachs
24
Goldman Sachs
New York
$5.2M 586,554 +167,333 +40%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$4.94M 557,300 – –
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