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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$4.78M
4
BFA
4
BlackRock Fund Advisors
California
$46.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
51
Foundry Partners
Minnesota
$2.24M +$104K +8,254 +5%
HI
52
HBK Investments
Texas
$2.22M -$396K -31,308 -15%
AIM
53
Alambic Investment Management
California
$2.2M +$640K +50,600 +41%
LAM
54
Lapides Asset Management
Connecticut
$2.19M +$65.7K +5,200 +3%
KPF
55
K2 Principal Fund
Ontario, Canada
$2M -$360K -28,508 -15%
IMIM
56
Irving Magee Investment Management
Pennsylvania
$1.87M – – –
SFM
57
Systematic Financial Management
New Jersey
$1.85M +$9.29K +735 +0.5%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.82M +$22.4K +1,770 +1%
TC
59
TFS Capital
Pennsylvania
$1.75M +$102K +8,074 +6%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$1.68M -$190K -15,000 -10%
HHC
61
Hutchin Hill Capital
New York
$1.68M +$580K +45,900 +53%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$1.63M +$1M +79,350 +161%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.61M +$362K +28,600 +29%
Legal & General Group
64
Legal & General Group
United Kingdom
$1.56M +$476K +37,786 +44%
RJA
65
Raymond James & Associates
Florida
$1.54M -$1.69K -134 -0.1%
O
66
OppenheimerFunds
New York
$1.53M -$12.1M -961,144 -89%
Federated Hermes
67
Federated Hermes
Pennsylvania
$1.43M -$2.87K -227 -0.2%
PAM
68
Panagora Asset Management
Massachusetts
$1.39M +$1.24M +97,917 +804%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.39M +$13.9K +1,100 +1%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$1.36M – – –
MAM
71
Martingale Asset Management
Massachusetts
$1.31M +$49.5K +3,912 +4%
BCM
72
Bridgeway Capital Management
Texas
$1.3M – – –
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$1.22M – – –
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$1.19M -$234K -18,492 -16%
Wellington Management Group
75
Wellington Management Group
Massachusetts
$1.14M +$174K +13,775 +18%
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