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Upbound Group
UPBD

Overview Fund Activity

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M
2
AL
2
AJO LP
Pennsylvania
$7.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$15M
5
Charles Schwab
5
Charles Schwab
California
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$941K
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$7.72M +$650K +52,914 +9%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$7.64M +$111K +9,028 +1%
AL
28
AJO LP
Pennsylvania
$7.5M +$7.5M +610,919 New
Invesco
29
Invesco
Georgia
$7.49M +$2.79M +226,798 +59%
Deutsche Bank
30
Deutsche Bank
Germany
$6.82M +$1.7M +138,187 +33%
Wells Fargo
31
Wells Fargo
California
$6.3M -$98.3K -8,007 -2%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$5.33M – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$4.96M +$567K +46,200 +13%
Two Sigma Investments
34
Two Sigma Investments
New York
$4.74M -$417K -33,982 -8%
Principal Financial Group
35
Principal Financial Group
Iowa
$4.73M +$265K +21,548 +6%
Ameriprise
36
Ameriprise
Minnesota
$4.25M -$492K -40,056 -10%
Citadel Advisors
37
Citadel Advisors
Florida
$4.21M -$760K -61,851 -15%
NI
38
Numeric Investors
Massachusetts
$4.21M +$3.35M +272,598 +390%
GC
39
Guggenheim Capital
Illinois
$3.9M +$322K +26,196 +9%
FWSM
40
First Wilshire Securities Management
California
$3.84M -$68.4K -5,575 -2%
PCMF
41
Private Capital Management (Florida)
Florida
$3.79M -$450K -36,682 -11%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.61M +$863K +70,281 +31%
Renaissance Technologies
43
Renaissance Technologies
New York
$3.52M -$6.4M -521,394 -65%
GCP
44
GSA Capital Partners
United Kingdom
$3.47M +$735K +59,863 +27%
Goldman Sachs
45
Goldman Sachs
New York
$3.39M +$1.03M +84,155 +44%
PPA
46
Parametric Portfolio Associates
Washington
$3.31M +$372K +30,263 +13%
TCIM
47
TIAA CREF Investment Management
New York
$3.3M +$59.4K +4,839 +2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$3.22M +$3.21M +261,772 +96,953%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$3.21M +$186K +15,133 +6%
UCFA
50
United Capital Financial Advisors
Texas
$3.03M +$182K +15,143 +6%
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