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Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
O
3
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
5
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
2
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
4
Northern Trust
Illinois
$19.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$9.73M 613,767 +12,963 +2%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$9.72M 613,254 +157,928 +35%
Millennium Management
28
Millennium Management
New York
$9.12M 575,543 +447,144 +348%
Wells Fargo
29
Wells Fargo
California
$8.25M 520,771 +490,008 +1,593%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$7.57M 477,530 +477,530 New
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$6.88M 433,979 +254,799 +142%
Two Sigma Investments
32
Two Sigma Investments
New York
$6.65M 419,579 +246,645 +143%
Deutsche Bank
33
Deutsche Bank
Germany
$6.61M 417,352 +127,684 +44%
Citadel Advisors
34
Citadel Advisors
Florida
$6.41M 404,329 +270,175 +201%
Ameriprise
35
Ameriprise
Minnesota
$6.12M 386,157 -46,723 -11%
Invesco
36
Invesco
Georgia
$6.08M 383,334 +224,906 +142%
Principal Financial Group
37
Principal Financial Group
Iowa
$5.76M 363,604 +193,812 +114%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$5.67M 357,971 +70,200 +24%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$5.6M 353,052 +24,508 +7%
PCMF
40
Private Capital Management (Florida)
Florida
$5.48M 345,492 -5,033 -1%
JIM
41
Jupiter Investment Management
United Kingdom
$5.24M 330,903 +330,903 New
FWSM
42
First Wilshire Securities Management
California
$5.05M 318,286 -72,012 -18%
GC
43
Guggenheim Capital
Illinois
$4.62M 291,144 +82,394 +39%
ARTA
44
A.R.T. Advisors
New York
$4.55M 286,762 +240,500 +520%
First Trust Advisors
45
First Trust Advisors
Illinois
$4.52M 285,139 +52,889 +23%
QI
46
QS Investors
New York
$4.37M 275,934 +6,517 +2%
TCIM
47
TIAA CREF Investment Management
New York
$4.18M 263,915 -1,050 -0.4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.9M 246,098 +37,940 +18%
Capital Fund Management (CFM)
49
Capital Fund Management (CFM)
France
$3.86M 243,491 +243,491 New
Canada Life
50
Canada Life
Manitoba, Canada
$3.83M 241,789 +236,226 +4,246%
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