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Upbound Group
UPBD

Overview Fund Activity

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$33.3M
2
EC
2
Engaged Capital
California
$25.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.5M
4
BFA
4
BlackRock Fund Advisors
California
$48.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$6.66M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
3
Lombardia Capital Partners
California
$7.57M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$2.15M +$646K +57,400 +43%
Citigroup
52
Citigroup
New York
$2.14M +$1.45M +128,768 +210%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$2M -$357K -31,756 -15%
FP
54
Foundry Partners
Minnesota
$2M – – –
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$1.89M +$808K +71,800 +74%
O
56
OppenheimerFunds
New York
$1.83M +$467K +41,466 +34%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$1.82M +$376K +33,410 +26%
CS
58
Credit Suisse
Switzerland
$1.73M +$968K +86,013 +127%
Federated Hermes
59
Federated Hermes
Pennsylvania
$1.68M +$409K +36,379 +32%
SFM
60
Systematic Financial Management
New Jersey
$1.66M +$14.9K +1,325 +0.9%
TCIM
61
TIAA CREF Investment Management
New York
$1.65M -$1.27M -113,292 -44%
BG
62
BlackRock Group
United Kingdom
$1.31M +$433K +38,469 +49%
MAM
63
Martingale Asset Management
Massachusetts
$1.22M +$56.4K +5,014 +5%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$1.21M – – –
PAM
65
Panagora Asset Management
Massachusetts
$1.21M -$33.8K -3,006 -3%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.2M -$33.8K -3,000 -3%
BCM
67
Bridgeway Capital Management
Texas
$1.16M – – –
PP
68
Paloma Partners
Connecticut
$1.1M +$260K +23,117 +31%
TA
69
Teachers Advisors
New York
$1.07M +$132K +11,761 +14%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.02M -$41.1K -3,654 -4%
Bank of America
71
Bank of America
North Carolina
$993K +$412K +36,600 +71%
Swiss National Bank
72
Swiss National Bank
Switzerland
$947K – – –
AllianceBernstein
73
AllianceBernstein
Tennessee
$865K – – –
ARTA
74
A.R.T. Advisors
New York
$817K +$630K +56,077 +338%
LAM
75
Lapides Asset Management
Connecticut
$750K -$1.2M -106,400 -61%
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