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Upbound Group
UPBD

Overview Fund Activity

176 hedge funds and large institutions have $685M invested in Upbound Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
35
Increased
49
Reduced
62
Closed
24
Calls
$6.72M
Puts
$61.5M
Net Calls
-$54.8M
Net Calls Change
-$27.6M

Top Buyers

1
AVC
1
Arlington Value Capital
Utah
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.4M
3
GC
3
Gratia Capital
California
$12.2M
4
ACM
4
Archer Capital Management
New York
$8.25M
5
Rafferty Asset Management
5
Rafferty Asset Management
New York
$5.38M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.6M
2
Norges Bank
2
Norges Bank
Norway
$1.97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.1M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
Engaged Capital
California
$105M 8,983,609 – –
BlackRock
2
BlackRock
New York
$73.8M 6,293,336 -267,926 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.6M 4,913,030 -2,202,950 -31%
FCM
4
Frontier Capital Management
Massachusetts
$36.9M 3,146,797 -27,347 -0.9%
AVC
5
Arlington Value Capital
Utah
$31.9M 2,722,514 +1,252,756 +85%
BIP
6
Brandes Investment Partners
California
$24.3M 2,072,495 +49,068 +2%
Nomura Holdings
7
Nomura Holdings
Japan
$22.5M 1,925,688 – –
State Street
8
State Street
Massachusetts
$20.9M 1,782,042 -117,231 -6%
Charles Schwab
9
Charles Schwab
California
$18.2M 1,551,830 +45,451 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$16.1M 1,372,395 -903,666 -40%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$14.4M 1,229,142 +1,128,785 +1,125%
LSV Asset Management
12
LSV Asset Management
Illinois
$14.1M 1,200,047 -171,630 -13%
TSW
13
Thompson Siegel & Walmsley
Virginia
$12.3M 1,051,573 -56,752 -5%
GC
14
Gratia Capital
California
$12.2M 1,044,728 +1,044,728 New
HPC
15
Hill Path Capital
New York
$11.2M 951,485 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.4M 886,996 -63,394 -7%
Deutsche Bank
17
Deutsche Bank
Germany
$9.29M 793,233 -82,728 -9%
Invesco
18
Invesco
Georgia
$9.17M 782,607 -192,258 -20%
ERM
19
Elm Ridge Management
New York
$8.56M 730,742 -188,819 -21%
ACM
20
Archer Capital Management
New York
$8.25M 703,780 +703,780 New
MCM
21
Marcato Capital Management
California
$8M 682,342 +256,524 +60%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$7.89M 673,270 -137,800 -17%
Northern Trust
23
Northern Trust
Illinois
$6.81M 581,315 -53,358 -8%
PPA
24
Parametric Portfolio Associates
Washington
$6.72M 573,739 +121,970 +27%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$6.53M 557,300 – –
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