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Upbound Group
UPBD

Overview Fund Activity

187 hedge funds and large institutions have $705M invested in Upbound Group in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
35
Increased
59
Reduced
59
Closed
21
Calls
$20.3M
Puts
$97.7M
Net Calls
-$77.4M
Net Calls Change
-$22.6M

Top Buyers

1
ACM
1
Archer Capital Management
New York
$19.2M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$10.2M
3
Norges Bank
3
Norges Bank
Norway
$11.7M
4
HCM
4
Highbridge Capital Management
New York
$5.8M
5
AA
5
AQR Arbitrage
Connecticut
$5.29M

Top Sellers

1
GC
1
Gratia Capital
California
$2.64M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$6.24M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
Engaged Capital
California
$103M 8,983,609 – –
BlackRock
2
BlackRock
New York
$72.6M 6,324,474 +31,138 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M 4,301,358 -611,672 -12%
FCM
4
Frontier Capital Management
Massachusetts
$36.9M 3,215,402 +68,605 +2%
AVC
5
Arlington Value Capital
Utah
$35.2M 3,070,319 +347,805 +13%
Nomura Holdings
6
Nomura Holdings
Japan
$22.1M 1,924,488 -1,200 -0.1%
BIP
7
Brandes Investment Partners
California
$20.9M 1,818,996 -253,499 -12%
State Street
8
State Street
Massachusetts
$19.5M 1,700,144 -81,898 -5%
ACM
9
Archer Capital Management
New York
$19.2M 1,675,828 +972,048 +138%
Charles Schwab
10
Charles Schwab
California
$18.1M 1,577,669 +25,839 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$16.4M 1,418,648 +189,506 +15%
TSW
12
Thompson Siegel & Walmsley
Virginia
$12.1M 1,052,062 +489 +0%
Norges Bank
13
Norges Bank
Norway
$11.7M 1,021,634 +853,631 +508%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$11.5M 999,557 -372,838 -27%
HPC
15
Hill Path Capital
New York
$10.9M 951,485 – –
Hudson Bay Capital Management
16
Hudson Bay Capital Management
Connecticut
$10.2M 888,751 +888,751 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.47M 824,964 -62,032 -7%
Deutsche Bank
18
Deutsche Bank
Germany
$8.93M 777,976 -15,257 -2%
MCM
19
Marcato Capital Management
California
$8.39M 730,840 +48,498 +7%
ERM
20
Elm Ridge Management
New York
$7.8M 679,608 -51,134 -7%
Invesco
21
Invesco
Georgia
$7.55M 657,595 -125,012 -16%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$7.51M 653,770 -19,500 -3%
Northern Trust
23
Northern Trust
Illinois
$6.74M 587,131 +5,816 +1%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$6.4M 557,300 – –
PPA
25
Parametric Portfolio Associates
Washington
$6.3M 548,865 -24,874 -4%
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