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Upbound Group
UPBD

Overview Fund Activity

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$33.3M
2
EC
Engaged Capital
California
$25.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$77.5M
4
BFA
BlackRock Fund Advisors
California
$48.1M
5
Canada Life
Canada Life
Manitoba, Canada
$6.66M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
Lombardia Capital Partners
California
$7.57M
4
PCM
Peregrine Capital Management
Minnesota
$0
5
JIM
Jupiter Investment Management
United Kingdom
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$6.27M -$1.34M -119,100 -18%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$5.82M -$4.06M -360,820 -41%
Renaissance Technologies
28
Renaissance Technologies
New York
$5.54M +$615K +54,700 +13%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$5.38M +$385K +34,200 +8%
RA
30
Royce & Associates
New York
$4.98M -$2.17M -193,073 -30%
Goldman Sachs
31
Goldman Sachs
New York
$4.72M +$596K +52,972 +14%
Deutsche Bank
32
Deutsche Bank
Germany
$4.64M -$983K -87,433 -17%
NFA
33
Nationwide Fund Advisors
Ohio
$4.57M +$1.32M +117,254 +41%
Principal Financial Group
34
Principal Financial Group
Iowa
$4.39M +$61.9K +5,503 +1%
PPA
35
Parametric Portfolio Associates
Washington
$4.16M +$460K +40,887 +12%
GCP
36
GSA Capital Partners
United Kingdom
$4M -$59.6K -5,300 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.54M +$346K +30,751 +11%
UCFA
38
United Capital Financial Advisors
Texas
$3.46M +$346K +30,714 +11%
Ameriprise
39
Ameriprise
Minnesota
$3.43M -$794K -70,569 -19%
BIM
40
BlackRock Investment Management
Delaware
$3.2M +$516K +45,888 +19%
HHC
41
Hutchin Hill Capital
New York
$3.02M +$1.52M +134,900 +101%
PCMF
42
Private Capital Management (Florida)
Florida
$2.99M -$612K -54,414 -17%
FWSM
43
First Wilshire Securities Management
California
$2.91M -$579K -51,465 -17%
QIM
44
Quantitative Investment Management
Virginia
$2.73M +$2.38M +211,800 +688%
AIM
45
Alambic Investment Management
California
$2.7M +$741K +65,886 +38%
Legal & General Group
46
Legal & General Group
United Kingdom
$2.59M +$1.21M +107,113 +87%
QI
47
QS Investors
New York
$2.58M -$630K -56,018 -20%
Prudential Financial
48
Prudential Financial
New Jersey
$2.35M -$182K -16,175 -7%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.33M -$615K -54,636 -21%
MC
50
Menta Capital
California
$2.19M +$1.62M +144,399 +288%
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