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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
92
Reduced
69
Closed
30
Calls
$1.74M
Puts
$5.75M
Net Calls
-$4.01M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
1
New Amsterdam Partners
New York
$16.1M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.8M
3
LCP
3
Lombardia Capital Partners
California
$20.2M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$24.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
DIA
2
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
MAG
76
Millrace Asset Group
Pennsylvania
$2.04M 84,154 -39,648 -32%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$2.03M 83,525 -1,488 -2%
GC
78
Guggenheim Capital
Illinois
$1.97M 81,300 -17,853 -18%
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.92M 79,310 -11,910 -13%
TA
80
Teachers Advisors
New York
$1.88M 77,414 +899 +1%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.75M 72,088 +15,159 +27%
CCM
82
Century Capital Management
Massachusetts
$1.7M 70,273 +62,969 +862%
Swiss National Bank
83
Swiss National Bank
Switzerland
$1.69M 69,700 +9,400 +16%
CIC
84
Crawford Investment Counsel
Georgia
$1.66M 68,400 +1,700 +3%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$1.63M 67,284 -22 -0%
MAM
86
Meeder Asset Management
Ohio
$1.6M 66,000 +47,773 +262%
CS
87
Credit Suisse
Switzerland
$1.57M 64,739 -27,268 -30%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M 62,950 +62,950 New
LCM
89
Landscape Capital Management
New Jersey
$1.51M 62,163 +963 +2%
CIP
90
Convergence Investment Partners
Florida
$1.45M 59,770 +59,770 New
TBAM
91
True Bearing Asset Management
California
$1.38M 57,044 – –
UBS AM
92
UBS AM
Illinois
$1.33M 54,741 +12,043 +28%
BG
93
BlackRock Group
United Kingdom
$1.32M 54,293 +11,268 +26%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$1.24M 50,947 +178 +0.4%
AQR Capital Management
95
AQR Capital Management
Connecticut
$1.22M 50,219 -5,819 -10%
TPSF
96
Texas Permanent School Fund
Texas
$1.06M 43,859 -1,253 -3%
Citigroup
97
Citigroup
New York
$1.03M 42,412 +12,580 +42%
GWM
98
Greenwich Wealth Management
Connecticut
$955K 39,373 +1,718 +5%
SO
99
STRS Ohio
Ohio
$948K 39,100 +13,900 +55%
CF
100
CNA Financial
Illinois
$916K 37,800 – –
2 3
4
5 6