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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
26
Denver Investment Advisors
Colorado
$14.1M -$7M -246,875 -33%
LCM
27
Lomas Capital Management
New York
$12.5M +$12.5M +440,000 New
FWSM
28
First Wilshire Securities Management
California
$12.5M -$1.43M -50,298 -10%
Deutsche Bank
29
Deutsche Bank
Germany
$12.3M +$6.74M +237,892 +122%
LCP
30
Lombardia Capital Partners
California
$12M -$6.38M -225,150 -35%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$11.8M +$11.8M +415,705 New
IB
32
Intrust Bank
Kansas
$10.6M -$203K -7,145 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$10.6M +$7.36M +259,517 +230%
PCMF
34
Private Capital Management (Florida)
Florida
$9.83M -$38.7K -1,365 -0.4%
Ameriprise
35
Ameriprise
Minnesota
$9.68M +$2.13M +75,170 +28%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$9.66M +$556K +19,618 +6%
Morgan Stanley
37
Morgan Stanley
New York
$9.64M +$7.07M +249,366 +275%
Two Sigma Investments
38
Two Sigma Investments
New York
$9.3M +$9.3M +328,041 New
BIM
39
BlackRock Investment Management
Delaware
$9.02M +$701K +24,733 +8%
Charles Schwab
40
Charles Schwab
California
$8.81M +$2.51M +88,501 +40%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$8.49M +$7.88M +277,872 +1,285%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.5M +$1.95M +68,707 +35%
GCP
43
GSA Capital Partners
United Kingdom
$7.36M +$2.95M +104,127 +67%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$7.31M +$3.21M +113,129 +78%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$7.07M -$760K -26,800 -10%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$6.82M +$133K +4,700 +2%
MG
47
Markel Group
Virginia
$6.69M +$595K +21,000 +10%
TCIM
48
TIAA CREF Investment Management
New York
$6.61M +$522K +18,400 +9%
Goldman Sachs
49
Goldman Sachs
New York
$6.52M +$1.69M +59,628 +35%
HCM
50
Highbridge Capital Management
New York
$6.3M +$6.3M +222,285 New
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