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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
92
Reduced
69
Closed
30
Calls
$1.74M
Puts
$5.75M
Net Calls
-$4.01M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
1
New Amsterdam Partners
New York
$16.1M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.8M
3
LCP
3
Lombardia Capital Partners
California
$20.2M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$24.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
DIA
2
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
QI
51
QS Investors
New York
$4.24M 174,971 +173,427 +11,232%
DVM
52
Dreman Value Management
Florida
$4.05M 167,154 +167,154 New
SBH
53
Segall Bryant & Hamill
Illinois
$4.05M 166,785 +15,905 +11%
Principal Financial Group
54
Principal Financial Group
Iowa
$4.03M 166,157 +6,724 +4%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$3.9M 157,426 -142,072 -47%
Macquarie Group
56
Macquarie Group
Australia
$3.78M 155,688 -13,138 -8%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.63M 149,860 +11,740 +8%
IMIM
58
Irving Magee Investment Management
Pennsylvania
$3.59M 148,125 +1 +0%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$3.52M 145,025 +12,690 +10%
BA
60
Boston Advisors
Massachusetts
$3.51M 144,523 +144,523 New
UCFA
61
United Capital Financial Advisors
Texas
$3.47M 143,167 +11,454 +9%
Massachusetts Financial Services
62
Massachusetts Financial Services
Massachusetts
$3.43M 141,260 +42,244 +43%
GCP
63
GSA Capital Partners
United Kingdom
$3.38M 139,382 -120,287 -46%
AIG
64
American International Group
New York
$3.29M 135,508 -75 -0.1%
Bank of America
65
Bank of America
North Carolina
$3.2M 131,805 +14,490 +12%
NFA
66
Nationwide Fund Advisors
Ohio
$3.19M 131,663 -200 -0.2%
SEI Investments
67
SEI Investments
Pennsylvania
$3.02M 124,700 -4,363 -3%
PCM
68
Portolan Capital Management
Massachusetts
$3.02M 124,404 +62,653 +101%
BCM
69
Bridgeway Capital Management
Texas
$2.49M 102,700 +82,700 +414%
Invesco
70
Invesco
Georgia
$2.42M 99,603 +11,672 +13%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$2.39M 98,374 – –
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$2.35M 96,749 -100 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.23M 91,800 +91,800 New
Legal & General Group
74
Legal & General Group
United Kingdom
$2.22M 91,563 +821 +0.9%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$2.08M 85,841 +62,441 +267%
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