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Upbound Group
UPBD

Overview Fund Activity

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.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.98%
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
-$4.01M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
1
New Amsterdam Partners
New York
$16.1M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.8M
3
LCP
3
Lombardia Capital Partners
California
$20.2M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$24.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
DIA
2
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Lomas Capital Management
New York
$14.4M +$3.7M +152,762 +35%
TSW
27
Thompson Siegel & Walmsley
Virginia
$12.7M +$372K +15,340 +3%
Charles Schwab
28
Charles Schwab
California
$12.7M +$5.13M +211,585 +68%
Millennium Management
29
Millennium Management
New York
$11.1M -$2.24M -92,263 -17%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$10.8M +$10.2M +419,446 +1,509%
FWSM
31
First Wilshire Securities Management
California
$10.2M -$449K -18,519 -4%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.2M +$1.89M +77,937 +23%
IB
33
Intrust Bank
Kansas
$9.96M +$906K +37,371 +10%
Deutsche Bank
34
Deutsche Bank
Germany
$9.57M -$941K -38,798 -9%
Renaissance Technologies
35
Renaissance Technologies
New York
$9.41M +$4.51M +186,000 +92%
PCMF
36
Private Capital Management (Florida)
Florida
$9.03M +$618K +25,496 +7%
BIM
37
BlackRock Investment Management
Delaware
$7.75M +$27.8K +1,145 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M +$5.17M +213,200 +244%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$6.71M +$297K +12,246 +5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$6.23M +$177K +7,300 +3%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$5.83M – – –
Ameriprise
42
Ameriprise
Minnesota
$5.8M -$2.48M -102,394 -30%
MG
43
Markel Group
Virginia
$5.77M +$48.5K +2,000 +0.8%
First Trust Advisors
44
First Trust Advisors
Illinois
$5.77M +$1.52M +62,550 +36%
Citadel Advisors
45
Citadel Advisors
Florida
$5.52M -$3.52M -144,975 -39%
TCIM
46
TIAA CREF Investment Management
New York
$4.68M -$973K -40,117 -17%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$4.63M -$1.63M -67,083 -26%
PPA
48
Parametric Portfolio Associates
Washington
$4.63M +$741K +30,575 +19%
SFM
49
Systematic Financial Management
New Jersey
$4.51M +$2.42M +99,830 +116%
OCG
50
Opus Capital Group
Ohio
$4.34M +$4.34M +178,822 New
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