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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$2.75M 96,849 +169 +0.2%
NCCM
77
Nine Chapters Capital Management
New Jersey
$2.65M 93,400 +93,400 New
CS
78
Credit Suisse
Switzerland
$2.61M 92,007 +29,014 +46%
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.59M 91,220 -1,550 -2%
Legal & General Group
80
Legal & General Group
United Kingdom
$2.57M 90,742 +1,692 +2%
Invesco
81
Invesco
Georgia
$2.49M 87,931 +39,433 +81%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.48M 87,300 +62,000 +245%
AL
83
Airain Ltd
Guernsey
$2.47M 87,238 +87,238 New
SFM
84
Systematic Financial Management
New Jersey
$2.44M 86,065 +86,065 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$2.41M 85,013 -1,779 -2%
TA
86
Teachers Advisors
New York
$2.17M 76,515 +873 +1%
Comerica Bank
87
Comerica Bank
Texas
$2.14M 75,500 +37,898 +101%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$1.91M 67,306 +169 +0.3%
CIC
89
Crawford Investment Counsel
Georgia
$1.89M 66,700 -4,440 -6%
PG
90
PEAK6 Group
Illinois
$1.77M 62,316 -24,360 -28%
PCM
91
Portolan Capital Management
Massachusetts
$1.75M 61,751 -47,506 -43%
LCM
92
Landscape Capital Management
New Jersey
$1.74M 61,200 -61,846 -50%
Swiss National Bank
93
Swiss National Bank
Switzerland
$1.71M 60,300 – –
TBAM
94
True Bearing Asset Management
California
$1.62M 57,044 +57,044 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1.61M 56,929 +37,827 +198%
AQR Capital Management
96
AQR Capital Management
Connecticut
$1.59M 56,038 -8,848 -14%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$1.44M 50,769 +6,582 +15%
Acadian Asset Management
98
Acadian Asset Management
Massachusetts
$1.41M 49,688 -89,611 -64%
PP
99
PDT Partners
New York
$1.32M 46,499 +7,699 +20%
PP
100
Paloma Partners
Connecticut
$1.3M 45,766 +45,766 New
2 3
4
5 6