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Upbound Group
UPBD

Overview Fund Activity

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M
2
AL
2
AJO LP
Pennsylvania
$7.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$15M
5
Charles Schwab
5
Charles Schwab
California
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$941K
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
51
BlackRock Investment Management
Delaware
$2.95M +$157K +12,751 +6%
BIM
52
Bogle Investment Management
Massachusetts
$2.88M +$2.88M +234,503 New
ARTA
53
A.R.T. Advisors
New York
$2.73M -$792K -64,480 -22%
HI
54
HBK Investments
Texas
$2.54M +$2.54M +206,908 New
Prudential Financial
55
Prudential Financial
New Jersey
$2.5M -$112K -9,129 -4%
KCM
56
Kennedy Capital Management
Missouri
$2.41M +$1.53M +124,712 +174%
KPF
57
K2 Principal Fund
Ontario, Canada
$2.3M +$2.3M +187,000 New
SCA
58
Secor Capital Advisors
New York
$2.2M +$2.2M +179,250 New
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$2.17M -$819K -66,700 -27%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$2.15M +$2.15M +175,375 New
FP
61
Foundry Partners
Minnesota
$2.08M +$2.08M +169,296 New
LAM
62
Lapides Asset Management
Connecticut
$2.06M +$359K +29,200 +21%
NFA
63
Nationwide Fund Advisors
Ohio
$2.03M +$1.46M +118,662 +253%
Massachusetts Financial Services
64
Massachusetts Financial Services
Massachusetts
$2.02M +$147K +11,965 +8%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$1.82M -$308K -25,100 -14%
IMIM
66
Irving Magee Investment Management
Pennsylvania
$1.82M +$12 +1 +0%
SFM
67
Systematic Financial Management
New Jersey
$1.79M +$322K +26,220 +22%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$1.75M +$19.7K +1,600 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.65M +$272K +22,107 +20%
TC
70
TFS Capital
Pennsylvania
$1.6M +$1.6M +130,309 New
AIM
71
Alambic Investment Management
California
$1.52M +$435K +35,426 +40%
RJA
72
Raymond James & Associates
Florida
$1.5M +$425K +34,614 +40%
Federated Hermes
73
Federated Hermes
Pennsylvania
$1.39M -$389K -31,676 -22%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$1.38M -$195K -15,893 -12%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.34M -$43.3K -3,528 -3%
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3
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