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Upbound Group
UPBD

Overview Fund Activity

193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
31
Increased
58
Reduced
71
Closed
25
Calls
$66.7M
Puts
$160M
Net Calls
-$93M
Net Calls Change
-$15.6M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$19.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$13M
3
AVC
3
Arlington Value Capital
Utah
$45.2M
4
HCS
4
Harvest Capital Strategies
California
$7.38M
5
State Street
5
State Street
Massachusetts
$25.1M

Top Sellers

1
HCM
1
Highbridge Capital Management
New York
$0
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$4.88M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$1.26M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
Engaged Capital
California
$99.7M 8,983,609 – –
BlackRock
2
BlackRock
New York
$71.8M 6,470,305 +145,831 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M 4,452,828 +151,470 +4%
AVC
4
Arlington Value Capital
Utah
$45.2M 4,070,422 +1,000,103 +33%
FCM
5
Frontier Capital Management
Massachusetts
$34M 3,062,503 -152,899 -5%
State Street
6
State Street
Massachusetts
$25.1M 2,263,455 +563,311 +33%
BIP
7
Brandes Investment Partners
California
$22.1M 1,993,468 +174,472 +10%
Nomura Holdings
8
Nomura Holdings
Japan
$21.4M 1,924,488 – –
PFMOSF
9
Philadelphia Financial Management of San Francisco
California
$19.5M 1,754,432 +1,754,432 New
ACM
10
Archer Capital Management
New York
$18.4M 1,658,778 -17,050 -1%
Charles Schwab
11
Charles Schwab
California
$17.1M 1,541,414 -36,255 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$14.7M 1,320,838 -97,810 -7%
MCM
13
Marcato Capital Management
California
$13.5M 1,218,781 +487,941 +67%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$13M 1,167,220 +1,153,721 +8,547%
Norges Bank
15
Norges Bank
Norway
$11.3M 1,021,634 – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$11M 993,635 -5,922 -0.6%
HPC
17
Hill Path Capital
New York
$10.6M 951,485 – –
Deutsche Bank
18
Deutsche Bank
Germany
$10.4M 937,712 +159,736 +21%
TSW
19
Thompson Siegel & Walmsley
Virginia
$10.2M 921,268 -130,794 -12%
ERM
20
Elm Ridge Management
New York
$9.1M 819,548 +139,940 +21%
Goldman Sachs
21
Goldman Sachs
New York
$8.37M 754,406 +381,057 +102%
Morgan Stanley
22
Morgan Stanley
New York
$8.26M 744,347 +351,634 +90%
Invesco
23
Invesco
Georgia
$7.75M 698,543 +40,948 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.45M 671,387 -153,577 -19%
HCS
25
Harvest Capital Strategies
California
$7.38M 664,750 +664,750 New
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