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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$5.73M +$5.73M +202,110 New
First Trust Advisors
52
First Trust Advisors
Illinois
$4.97M +$916K +32,294 +23%
Macquarie Group
53
Macquarie Group
Australia
$4.79M +$1.03M +36,326 +27%
TC
54
TFS Capital
Pennsylvania
$4.69M +$4.69M +165,453 New
PPA
55
Parametric Portfolio Associates
Washington
$4.54M +$884K +31,165 +24%
Principal Financial Group
56
Principal Financial Group
Iowa
$4.52M +$183K +6,439 +4%
SBH
57
Segall Bryant & Hamill
Illinois
$4.28M +$4.28M +150,880 New
HSA
58
Hussman Strategic Advisors
Maryland
$4.25M -$85K -3,000 -2%
IMIM
59
Irving Magee Investment Management
Pennsylvania
$4.2M +$28 +1 +0%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$3.92M +$867K +30,588 +28%
AIG
61
American International Group
New York
$3.84M -$57.9K -2,044 -1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$3.75M -$32.7K -1,155 -0.9%
NFA
63
Nationwide Fund Advisors
Ohio
$3.74M -$184K -6,501 -5%
UCFA
64
United Capital Financial Advisors
Texas
$3.73M +$882K +31,121 +31%
SEI Investments
65
SEI Investments
Pennsylvania
$3.66M -$1.52M -53,449 -29%
Capital Fund Management (CFM)
66
Capital Fund Management (CFM)
France
$3.62M +$3.62M +127,703 New
KBC Group
67
KBC Group
Belgium
$3.56M +$168K +5,909 +5%
MAG
68
Millrace Asset Group
Pennsylvania
$3.51M +$3.51M +123,802 New
American Century Companies
69
American Century Companies
Missouri
$3.45M +$3.45M +121,592 New
Bank of America
70
Bank of America
North Carolina
$3.33M +$935K +32,963 +39%
HHC
71
Hutchin Hill Capital
New York
$3.11M +$3.11M +109,600 New
ARTA
72
A.R.T. Advisors
New York
$2.98M +$2.98M +105,133 New
GC
73
Guggenheim Capital
Illinois
$2.81M -$3.25M -114,708 -54%
Massachusetts Financial Services
74
Massachusetts Financial Services
Massachusetts
$2.81M +$594K +20,951 +27%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$2.79M -$11.3K -400 -0.4%
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3
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