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Upbound Group
UPBD

Overview Fund Activity

205 hedge funds and large institutions have $851M invested in Upbound Group in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
95
Reduced
54
Closed
43
Calls
$3.03M
Puts
$8.89M
Net Calls
-$5.86M
Net Calls Change
-$1.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
RRAM
2
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M
4
TC
4
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Paloma Partners
Connecticut
– -$421K -17,359 Closed
SCM
227
Stevens Capital Management
Pennsylvania
– -$372K -15,340 Closed
ACI
228
Advance Capital I
Michigan
– -$361K -14,900 Closed
FIM
229
Freedom Investment Management
Connecticut
– -$75K -14,430 Closed
CSS
230
Cubist Systematic Strategies
Connecticut
– -$346K -14,286 Closed
PAM
231
Princeton Alpha Management
New Jersey
– -$336K -13,856 Closed
DTL
232
Dynamic Technology Lab
Singapore
– -$330K -13,590 Closed
PG
233
PEAK6 Group
Illinois
– -$329K -13,558 Closed
Jane Street
234
Jane Street
New York
– -$325K -13,392 Closed
BMCMI
235
Bryn Mawr Capital Management Inc
Pennsylvania
– -$280K -11,562 Closed
AL
236
Airain Ltd
Guernsey
– -$256K -10,574 Closed
NCCM
237
Nine Chapters Capital Management
New Jersey
– -$238K -9,800 Closed
CG
238
Clinton Group
New York
– -$218K -8,993 Closed
Nomura Holdings
239
Nomura Holdings
Japan
– -$209K -8,472 Closed
CCMH
240
Cornerstone Capital Management Holdings
New York
– -$201K -8,300 Closed
FMT
241
First Mercantile Trust
Tennessee
– -$101K -4,150 Closed
RBA
242
Richard Bernstein Advisors
New York
– -$81K -3,323 Closed
SIC
243
Schwartz Investment Counsel
Michigan
– -$80K -3,300 Closed
SFWA
244
Summit Financial Wealth Advisors
Louisiana
– -$49K -2,054 Closed
IRS
245
Invictus RG (Singapore)
Singapore
– -$19K -778 Closed
GXMC
246
Global X Management Company
New York
– -$11K -464 Closed
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