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Upbound Group
UPBD

Overview Fund Activity

176 hedge funds and large institutions have $809M invested in Upbound Group in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 40 closing their positions.

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
38
Increased
60
Reduced
60
Closed
40
Calls
$42.9M
Puts
$65.4M
Net Calls
-$22.5M
Net Calls Change
+$8.05M

Top Buyers

1
LP
1
LMR Partners
United Kingdom
$31.9M
2
Millennium Management
2
Millennium Management
New York
$22.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$19M
4
Citigroup
4
Citigroup
New York
$22.7M
5
EC
5
Engaged Capital
California
$86.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$334K
2
Man Group
2
Man Group
United Kingdom
$7.74M
3
CCM
3
Chicago Capital Management
Illinois
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$15.7M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$108M 6,643,986 +139,757 +2%
EC
2
Engaged Capital
California
$86.4M 5,333,609 +800,000 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$80.6M 4,976,533 +19,883 +0.4%
WIC
4
Water Island Capital
New York
$39.5M 2,439,551 +440,372 +22%
AA
5
AQR Arbitrage
Connecticut
$33.6M 2,076,937 -495,304 -19%
LP
6
LMR Partners
United Kingdom
$31.9M 1,970,228 +1,970,228 New
Goldman Sachs
7
Goldman Sachs
New York
$28.7M 1,769,588 +113,178 +7%
State Street
8
State Street
Massachusetts
$25.6M 1,579,448 -232,462 -13%
Citigroup
9
Citigroup
New York
$22.7M 1,401,222 +1,078,447 +334%
Millennium Management
10
Millennium Management
New York
$22.4M 1,385,377 +1,339,742 +2,936%
Citadel Advisors
11
Citadel Advisors
Florida
$19M 1,175,734 +1,154,117 +5,339%
Marshall Wace
12
Marshall Wace
United Kingdom
$15.7M 970,351 -745,297 -43%
MWNA
13
Marshall Wace North America
New York
$15.1M 932,228 +738,863 +382%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$14.7M 905,286 -13,791 -2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$14.2M 876,742 +575,452 +191%
Charles Schwab
16
Charles Schwab
California
$13.3M 818,951 -125,870 -13%
Morgan Stanley
17
Morgan Stanley
New York
$10.8M 668,939 -251,457 -27%
HRCM
18
Hood River Capital Management
Florida
$10.7M 659,817 +659,817 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$9.59M 592,450 +46,757 +9%
Northern Trust
20
Northern Trust
Illinois
$8.96M 553,467 -9,996 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.34M 515,041 +1,645 +0.3%
PPA
22
Parametric Portfolio Associates
Washington
$7.8M 481,872 +30,098 +7%
Man Group
23
Man Group
United Kingdom
$7.74M 478,053 -843,231 -64%
Norges Bank
24
Norges Bank
Norway
$7.51M 463,643 +67,750 +17%
Invesco
25
Invesco
Georgia
$7.16M 442,035 +157,190 +55%
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