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Upbound Group
UPBD

Overview Fund Activity

180 hedge funds and large institutions have $738M invested in Upbound Group in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
48
Reduced
77
Closed
14
Calls
$18.1M
Puts
$48.6M
Net Calls
-$30.5M
Net Calls Change
-$3.5M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$24.7M
2
WIC
2
Water Island Capital
New York
$28.7M
3
AA
3
AQR Arbitrage
Connecticut
$37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.8M

Top Sellers

1
EC
1
Engaged Capital
California
$65.2M
2
MWNA
2
Marshall Wace North America
New York
$2.78M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$3.06M
4
BlackRock
4
BlackRock
New York
$93.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$93.5M 6,504,229 -562,653 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.3M 4,956,650 +214,868 +5%
EC
3
Engaged Capital
California
$65.2M 4,533,609 -4,450,000 -50%
AA
4
AQR Arbitrage
Connecticut
$37M 2,572,241 +1,283,525 +100%
WIC
5
Water Island Capital
New York
$28.7M 1,999,179 +1,431,438 +252%
State Street
6
State Street
Massachusetts
$26.1M 1,811,910 +223,130 +14%
Marshall Wace
7
Marshall Wace
United Kingdom
$24.7M 1,715,648 +1,715,648 New
Goldman Sachs
8
Goldman Sachs
New York
$23.8M 1,656,410 +478,354 +41%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$22.2M 1,545,724 +91,965 +6%
Man Group
10
Man Group
United Kingdom
$19M 1,321,284 +402,374 +44%
CCM
11
Chicago Capital Management
Illinois
$13.6M 947,027 -82,200 -8%
Charles Schwab
12
Charles Schwab
California
$13.6M 944,821 -36,526 -4%
Morgan Stanley
13
Morgan Stanley
New York
$13.2M 920,396 +234,340 +34%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$13.2M 919,077 -1,904 -0.2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$11.4M 790,451 +200,451 +34%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.26M 574,582 +573,621 +59,690%
Northern Trust
17
Northern Trust
Illinois
$8.1M 563,463 -30,238 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.85M 545,693 +53,384 +11%
CS
19
Credit Suisse
Switzerland
$7.68M 534,134 +146,949 +38%
BIP
20
Brandes Investment Partners
California
$7.4M 514,405 -382,449 -43%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.38M 513,396 -48,984 -9%
PPA
22
Parametric Portfolio Associates
Washington
$6.5M 451,774 -2,942 -0.6%
SG Americas Securities
23
SG Americas Securities
New York
$6.49M 451,291 +13,022 +3%
Bank of America
24
Bank of America
North Carolina
$6.13M 426,160 +210,154 +97%
EMPI
25
Elo Mutual Pension Insurance
Finland
$5.87M 408,163 +218,998 +116%
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