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Upbound Group
UPBD

Overview Fund Activity

205 hedge funds and large institutions have $851M invested in Upbound Group in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 43 closing their positions.

Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
95
Reduced
54
Closed
43
Calls
$3.03M
Puts
$8.89M
Net Calls
-$5.86M
Net Calls Change
-$1.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
RRAM
2
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M
4
TC
4
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
76
AQR Capital Management
Connecticut
$1.65M +$900K +60,123 +120%
BCM
77
BlueMar Capital Management
Florida
$1.55M +$1.55M +103,300 New
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$1.47M – – –
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.47M +$23.2K +1,548 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
80
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.37M -$4.49K -300 -0.3%
Legal & General Group
81
Legal & General Group
United Kingdom
$1.35M -$18.3K -1,226 -1%
LAM
82
Lapides Asset Management
Connecticut
$1.34M +$1.34M +89,500 New
MLM
83
Mount Lucas Management
Pennsylvania
$1.27M +$702K +46,914 +124%
TI
84
Trexquant Investment
Connecticut
$1.21M +$735K +49,096 +156%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$1.2M -$48.2K -3,218 -4%
AllianceBernstein
86
AllianceBernstein
Tennessee
$1.19M +$150 +10 +0%
Prudential Financial
87
Prudential Financial
New Jersey
$1.16M +$657K +43,900 +131%
TA
88
Teachers Advisors
New York
$1.16M – – –
CF
89
CNA Financial
Illinois
$1.09M +$527K +35,250 +93%
BG
90
BlackRock Group
United Kingdom
$1.09M +$274K +18,288 +34%
KBC Group
91
KBC Group
Belgium
$1.08M +$795K +53,124 +284%
CCM
92
Century Capital Management
Massachusetts
$1.05M – – –
Swiss National Bank
93
Swiss National Bank
Switzerland
$1.04M – – –
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$1.02M +$13.6K +905 +1%
GWM
95
Greenwich Wealth Management
Connecticut
$1.02M +$425K +28,399 +72%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$1M +$885K +59,155 +771%
CIC
97
Crawford Investment Counsel
Georgia
$984K -$40.4K -2,700 -4%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$953K +$953K +63,650 New
DCM
99
Dynamic Capital Management
Jersey
$855K +$491K +32,796 +135%
Citigroup
100
Citigroup
New York
$841K +$206K +13,769 +32%
2 3
4
5 6