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Upbound Group
UPBD

214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

33% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 69

3% less funds holding

Funds holding: 220 → 214 (-6)

15% less capital invested

Capital invested by funds: $1.67B → $1.42B (-$258M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

70% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $5.75M

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
92
Reduced
69
Closed
30
Calls
$1.74M
Puts
$5.75M
Net Calls
-$4M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
New Amsterdam Partners
New York
+$17.8M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$11.3M
3
LCP
Lombardia Capital Partners
California
+$11.1M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$7.76M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$5.73M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.9M
2
DIA
Denver Investment Advisors
Colorado
-$14.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$9.3M
5
Morgan Stanley
Morgan Stanley
New York
-$8.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Lomas Capital Management
New York
$14.4M +$4.1M +152,762 +35%
TSW
27
Thompson Siegel & Walmsley
Virginia
$12.7M +$412K +15,340 +3%
Charles Schwab
28
Charles Schwab
California
$12.7M +$5.68M +211,585 +68%
Millennium Management
29
Millennium Management
New York
$11.1M -$2.48M -92,263 -17%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$10.8M +$11.3M +419,446 +1,509%
FWSM
31
First Wilshire Securities Management
California
$10.2M -$497K -18,519 -4%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.2M +$2.09M +77,937 +23%
IB
33
Intrust Bank
Kansas
$9.96M +$1M +37,371 +10%
Deutsche Bank
34
Deutsche Bank
Germany
$9.57M -$1.04M -38,798 -9%
Renaissance Technologies
35
Renaissance Technologies
New York
$9.41M +$5M +186,000 +92%
PCMF
36
Private Capital Management (Florida)
Florida
$9.03M +$685K +25,496 +7%
BIM
37
BlackRock Investment Management
Delaware
$7.75M +$30.8K +1,145 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M +$5.73M +213,200 +244%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$6.71M +$329K +12,246 +5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$6.23M +$196K +7,300 +3%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$5.83M – – –
Ameriprise
42
Ameriprise
Minnesota
$5.8M -$2.75M -102,394 -30%
MG
43
Markel Group
Virginia
$5.77M +$53.7K +2,000 +0.8%
First Trust Advisors
44
First Trust Advisors
Illinois
$5.77M +$1.68M +62,550 +36%
Citadel Advisors
45
Citadel Advisors
Florida
$5.52M -$3.89M -144,975 -39%
TCIM
46
TIAA CREF Investment Management
New York
$4.68M -$1.08M -40,117 -17%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$4.63M -$1.8M -67,083 -26%
PPA
48
Parametric Portfolio Associates
Washington
$4.63M +$821K +30,575 +19%
SFM
49
Systematic Financial Management
New Jersey
$4.51M +$2.68M +99,830 +116%
OCG
50
Opus Capital Group
Ohio
$4.34M +$4.8M +178,822 New
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UPBD Hedge Fund Activity: Q3 2015 in Review

214 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2015, worth a combined $1.42B — down 15% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UPBD and 25 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 92 added.

The largest buyer was New Amsterdam Partners, opening a new position worth an estimated $17.8M. The largest seller was Wellington Management Group, cutting an estimated $20.9M.

  • 214 institutional investors held Upbound Group (UPBD) as of Q3 2015, down from 220 in Q2 2015.
  • Funds reported $1.42B of Upbound Group stock for Q3 2015, down 15% quarter-over-quarter.
  • 25 funds opened new Upbound Group positions in Q3 2015 and 30 closed out, a net change of -5 holders.
  • The largest Upbound Group buyer in Q3 2015 was New Amsterdam Partners, an estimated $17.8M added.
  • The largest Upbound Group seller in Q3 2015 was Wellington Management Group, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2015.