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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$4.78M
4
BFA
4
BlackRock Fund Advisors
California
$46.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
26
Jupiter Investment Management
United Kingdom
$6.92M -$1.23M -97,212 -15%
Deutsche Bank
27
Deutsche Bank
Germany
$6.31M -$704K -55,737 -10%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$6.28M +$795K +62,879 +14%
PCM
29
Peregrine Capital Management
Minnesota
$6.08M +$6.08M +480,942 New
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$5.61M +$502K +39,700 +10%
Renaissance Technologies
31
Renaissance Technologies
New York
$5.53M +$1.9M +150,694 +53%
Millennium Management
32
Millennium Management
New York
$4.94M -$3M -237,636 -38%
Principal Financial Group
33
Principal Financial Group
Iowa
$4.86M -$11.1K -875 -0.2%
FCM
34
Frontier Capital Management
Massachusetts
$4.78M +$4.78M +377,942 New
Ameriprise
35
Ameriprise
Minnesota
$4.75M +$371K +29,378 +8%
Goldman Sachs
36
Goldman Sachs
New York
$4.63M +$1.15M +90,579 +33%
GCP
37
GSA Capital Partners
United Kingdom
$4.56M +$987K +78,121 +28%
PPA
38
Parametric Portfolio Associates
Washington
$4.16M +$749K +59,237 +22%
PCMF
39
Private Capital Management (Florida)
Florida
$4.05M +$143K +11,347 +4%
GC
40
Guggenheim Capital
Illinois
$4.04M +$23.8K +1,882 +0.6%
FWSM
41
First Wilshire Securities Management
California
$3.92M -$34.1K -2,695 -0.9%
NFA
42
Nationwide Fund Advisors
Ohio
$3.65M +$1.56M +123,143 +74%
QI
43
QS Investors
New York
$3.61M -$4.67M -369,586 -56%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.59M +$291K +23,008 +9%
UCFA
45
United Capital Financial Advisors
Texas
$3.49M +$298K +23,589 +9%
Two Sigma Investments
46
Two Sigma Investments
New York
$3.3M -$1.57M -124,261 -32%
BIM
47
BlackRock Investment Management
Delaware
$3.01M -$22.7K -1,798 -0.7%
Prudential Financial
48
Prudential Financial
New Jersey
$2.84M +$262K +20,762 +10%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.65M -$1.07M -84,543 -29%
NI
50
Numeric Investors
Massachusetts
$2.53M -$1.8M -142,077 -41%
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