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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 %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$6.96M +$696K +46,487 +11%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$6.82M +$3.96M +264,406 +138%
Ameriprise
28
Ameriprise
Minnesota
$6.48M +$2.9M +193,786 +81%
Renaissance Technologies
29
Renaissance Technologies
New York
$6.45M +$642K +42,900 +11%
Morgan Stanley
30
Morgan Stanley
New York
$6.17M +$5.66M +377,761 +1,112%
FWSM
31
First Wilshire Securities Management
California
$5.84M -$465K -31,050 -7%
TC
32
TFS Capital
Pennsylvania
$5.71M +$5.71M +381,410 New
PCMF
33
Private Capital Management (Florida)
Florida
$5.25M -$324K -21,666 -6%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$4.92M +$4.76M +318,244 +3,090%
BIM
35
BlackRock Investment Management
Delaware
$4.8M +$18.1K +1,212 +0.4%
Goldman Sachs
36
Goldman Sachs
New York
$4.4M +$3.83M +256,141 +679%
Deutsche Bank
37
Deutsche Bank
Germany
$4.33M -$1.57M -104,944 -27%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$4.31M +$464K +31,000 +12%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$4.13M -$11.2M -745,230 -73%
QI
40
QS Investors
New York
$4.03M +$1.41M +94,446 +54%
TCIM
41
TIAA CREF Investment Management
New York
$3.97M +$1.08M +72,082 +37%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.95M -$194K -12,950 -5%
WHG
43
Westwood Holdings Group
Texas
$3.75M -$27.2M -1,819,060 -88%
MG
44
Markel Group
Virginia
$3.56M – – –
First Trust Advisors
45
First Trust Advisors
Illinois
$3.48M -$83.5K -5,580 -2%
GC
46
Guggenheim Capital
Illinois
$3.13M +$1.91M +127,450 +157%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$3.12M +$873K +58,298 +39%
UCFA
48
United Capital Financial Advisors
Texas
$3.04M +$899K +60,055 +42%
PPA
49
Parametric Portfolio Associates
Washington
$3.04M +$178K +11,919 +6%
GCP
50
GSA Capital Partners
United Kingdom
$2.7M +$615K +41,099 +29%
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