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Upbound Group
UPBD

Overview Fund Activity

205 hedge funds and large institutions have $851M invested in Upbound Group in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 43 closing their positions.

Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
95
Reduced
54
Closed
43
Calls
$3.03M
Puts
$8.89M
Net Calls
-$5.86M
Net Calls Change
-$1.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
RRAM
2
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M
4
TC
4
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$2.68M 179,180 +179,180 New
Two Sigma Investments
52
Two Sigma Investments
New York
$2.59M 172,934 +172,934 New
Principal Financial Group
53
Principal Financial Group
Iowa
$2.54M 169,792 +3,635 +2%
Bank of America
54
Bank of America
North Carolina
$2.48M 165,420 +33,615 +26%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$2.4M 160,026 +2,600 +2%
Bessemer Group
56
Bessemer Group
New Jersey
$2.4M 160,000 +159,975 +639,900%
Invesco
57
Invesco
Georgia
$2.37M 158,428 +58,825 +59%
DVM
58
Dreman Value Management
Florida
$2.36M 157,697 -9,457 -6%
CS
59
Credit Suisse
Switzerland
$2.26M 150,964 +86,225 +133%
IMIM
60
Irving Magee Investment Management
Pennsylvania
$2.22M 148,125 – –
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.17M 144,895 -130 -0.1%
PCM
62
Portolan Capital Management
Massachusetts
$2.11M 141,200 +16,796 +14%
Massachusetts Financial Services
63
Massachusetts Financial Services
Massachusetts
$2.06M 137,794 -3,466 -2%
KCM
64
Kennedy Capital Management
Missouri
$2.05M 136,631 +136,631 New
SBH
65
Segall Bryant & Hamill
Illinois
$2.02M 135,225 -31,560 -19%
KCM
66
Key Colony Management
Arkansas
$2.02M 148,600 +148,600 New
Citadel Advisors
67
Citadel Advisors
Florida
$2.01M 134,154 -93,333 -41%
AIG
68
American International Group
New York
$1.99M 133,006 -2,502 -2%
NFA
69
Nationwide Fund Advisors
Ohio
$1.98M 132,473 +810 +0.6%
Millennium Management
70
Millennium Management
New York
$1.92M 128,399 -329,432 -72%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.9M 127,034 +41,193 +48%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.84M 122,750 +93,150 +315%
HCM
73
Highbridge Capital Management
New York
$1.77M 118,223 +118,223 New
HHC
74
Hutchin Hill Capital
New York
$1.76M 117,500 +117,500 New
SFM
75
Systematic Financial Management
New Jersey
$1.66M 110,575 -75,320 -41%
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