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Upbound Group
UPBD

Overview Fund Activity

182 hedge funds and large institutions have $560M invested in Upbound Group in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
4.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
65
Reduced
67
Closed
34
Calls
$33.7M
Puts
$61.4M
Net Calls
-$27.8M
Net Calls Change
+$65.2M

Top Buyers

1
VCA
VIEX Capital Advisors
Florida
+$13.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$11.7M
3
KCM
Kennedy Capital Management
Missouri
+$7.54M
4
SCM
Signia Capital Management
Washington
+$6.92M
5
Morgan Stanley
Morgan Stanley
New York
+$5.99M

Top Sellers

1
MCM
Marcato Capital Management
California
-$13.5M
2
FCM
Frontier Capital Management
Massachusetts
-$13.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.33M
4
SCM
SG Capital Management
Illinois
-$6.15M
5
MWNA
Marshall Wace North America
New York
-$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
1
Engaged Capital
California
$77.5M – – –
BlackRock
2
BlackRock
New York
$56.1M +$261K +30,285 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.3M -$131K -15,171 -0.3%
AVC
4
Arlington Value Capital
Utah
$35.2M +$72.7K +8,424 +0.2%
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$26.8M +$11.7M +1,355,488 +77%
BIP
6
Brandes Investment Partners
California
$16.1M -$1.11M -128,125 -6%
State Street
7
State Street
Massachusetts
$16.1M -$3.48M -402,790 -18%
VCA
8
VIEX Capital Advisors
Florida
$15.8M +$13.6M +1,570,486 +613%
Charles Schwab
9
Charles Schwab
California
$13.4M +$105K +12,149 +0.8%
FCM
10
Frontier Capital Management
Massachusetts
$13.3M -$13.1M -1,522,195 -50%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$12.5M +$1.1M +126,960 +10%
Morgan Stanley
12
Morgan Stanley
New York
$12.4M +$5.99M +694,660 +93%
ACM
13
Archer Capital Management
New York
$11.4M -$2.89M -335,117 -20%
Deutsche Bank
14
Deutsche Bank
Germany
$11.4M +$3.28M +380,052 +41%
KCM
15
Kennedy Capital Management
Missouri
$9.7M +$7.54M +873,693 +350%
HPC
16
Hill Path Capital
New York
$8.21M – – –
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$8M -$573K -66,369 -7%
Norges Bank
18
Norges Bank
Norway
$7.66M -$1.16M -134,128 -13%
TSW
19
Thompson Siegel & Walmsley
Virginia
$7.16M -$796K -92,212 -10%
Goldman Sachs
20
Goldman Sachs
New York
$6.98M +$468K +54,189 +7%
SCM
21
Signia Capital Management
Washington
$6.92M +$6.92M +801,328 New
ERM
22
Elm Ridge Management
New York
$6.71M -$363K -42,063 -5%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$6.01M +$1.2M +138,900 +25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.78M -$15.6K -1,803 -0.3%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.41M +$4.12M +477,195 +318%
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