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Upbound Group
UPBD

Overview Fund Activity

166 hedge funds and large institutions have $755M invested in Upbound Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 53 closing their positions.

Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
38
Increased
52
Reduced
56
Closed
53
Calls
$33.1M
Puts
$60.2M
Net Calls
-$27M
Net Calls Change
+$730K

Top Buyers

1
MWNA
1
Marshall Wace North America
New York
$29.4M
2
CCM
2
Chicago Capital Management
Illinois
$15.2M
3
Man Group
3
Man Group
United Kingdom
$13.5M
4
AA
4
AQR Arbitrage
Connecticut
$19M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$8.69M

Top Sellers

1
AVC
1
Arlington Value Capital
Utah
$618K
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$0
3
VCA
3
VIEX Capital Advisors
Florida
$0
4
BIP
4
Brandes Investment Partners
California
$13.2M
5
FCM
5
Frontier Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
Engaged Capital
California
$132M 8,983,609 – –
BlackRock
2
BlackRock
New York
$104M 7,066,882 +566,292 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$69.8M 4,741,782 +304,125 +7%
MWNA
4
Marshall Wace North America
New York
$29.4M 1,999,052 +1,999,052 New
State Street
5
State Street
Massachusetts
$23.4M 1,588,780 -271,885 -15%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$21.4M 1,453,759 +5,961 +0.4%
AA
7
AQR Arbitrage
Connecticut
$19M 1,288,716 +789,657 +158%
Goldman Sachs
8
Goldman Sachs
New York
$17.3M 1,178,056 +369,461 +46%
CCM
9
Chicago Capital Management
Illinois
$15.2M 1,029,227 +1,029,227 New
Charles Schwab
10
Charles Schwab
California
$14.4M 981,347 -572,216 -37%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$13.6M 920,981 -6,285 -0.7%
Man Group
12
Man Group
United Kingdom
$13.5M 918,910 +789,926 +612%
BIP
13
Brandes Investment Partners
California
$13.2M 896,854 -968,489 -52%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$12.4M 839,600 +143,400 +21%
SCM
15
Signia Capital Management
Washington
$10.5M 714,791 -86,537 -11%
Morgan Stanley
16
Morgan Stanley
New York
$10.1M 686,056 -752,951 -52%
Deutsche Bank
17
Deutsche Bank
Germany
$8.93M 606,553 -711,211 -54%
Northern Trust
18
Northern Trust
Illinois
$8.74M 593,701 +25,637 +5%
Allianz Asset Management
19
Allianz Asset Management
Germany
$8.69M 590,000 +590,000 New
WIC
20
Water Island Capital
New York
$8.36M 567,741 +363,131 +177%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.28M 562,380 -107,204 -16%
Renaissance Technologies
22
Renaissance Technologies
New York
$7.46M 506,529 +506,529 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.25M 492,309 +25,830 +6%
Two Sigma Investments
24
Two Sigma Investments
New York
$6.86M 465,810 +465,810 New
PPA
25
Parametric Portfolio Associates
Washington
$6.69M 454,716 -29,056 -6%
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