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Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
O
3
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
5
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
2
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
4
Northern Trust
Illinois
$19.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$3.8M 239,549 +36,775 +18%
MG
52
Markel Group
Virginia
$3.77M 238,000 – –
UCFA
53
United Capital Financial Advisors
Texas
$3.77M 237,712 +34,490 +17%
BIM
54
BlackRock Investment Management
Delaware
$3.6M 227,293 -93,328 -29%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$3.54M 223,576 -40,212 -15%
GCP
56
GSA Capital Partners
United Kingdom
$3.54M 223,045 +42,564 +24%
Prudential Financial
57
Prudential Financial
New Jersey
$3.38M 212,937 +135,446 +175%
Goldman Sachs
58
Goldman Sachs
New York
$3.04M 191,515 -102,352 -35%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$2.75M 173,326 +13,300 +8%
DVM
60
Dreman Value Management
Florida
$2.66M 167,689 +9,992 +6%
Massachusetts Financial Services
61
Massachusetts Financial Services
Massachusetts
$2.42M 152,735 +14,941 +11%
IMIM
62
Irving Magee Investment Management
Pennsylvania
$2.35M 148,126 +1 +0%
SBH
63
Segall Bryant & Hamill
Illinois
$2.34M 147,603 +12,378 +9%
Federated Hermes
64
Federated Hermes
Pennsylvania
$2.3M 144,966 +101,406 +233%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$2.23M 140,620 +17,870 +15%
LAM
66
Lapides Asset Management
Connecticut
$2.2M 138,700 +49,200 +55%
Bank of America
67
Bank of America
North Carolina
$2.14M 134,734 -30,686 -19%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.04M 128,551 -16,344 -11%
SFM
69
Systematic Financial Management
New Jersey
$1.9M 119,655 +9,080 +8%
SIM
70
Spark Investment Management
New York
$1.83M 115,400 +115,400 New
Grantham, Mayo, Van Otterloo & Co (GMO)
71
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.78M 112,400 +20,900 +23%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.78M 112,349 +14,052 +14%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$1.71M 107,919 +9,545 +10%
MLM
74
Mount Lucas Management
Pennsylvania
$1.48M 93,365 +8,749 +10%
AIM
75
Alambic Investment Management
California
$1.39M 87,932 +43,282 +97%
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