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Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
O
3
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
5
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
2
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
4
Northern Trust
Illinois
$19.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.39M 87,353 +87,353 New
NAP
77
New Amsterdam Partners
New York
$1.37M 86,604 -604,220 -87%
Swiss National Bank
78
Swiss National Bank
Switzerland
$1.31M 85,700 +16,000 +23%
BG
79
BlackRock Group
United Kingdom
$1.3M 81,983 +9,402 +13%
Citigroup
80
Citigroup
New York
$1.25M 78,731 +22,550 +40%
TA
81
Teachers Advisors
New York
$1.23M 77,414 – –
AllianceBernstein
82
AllianceBernstein
Tennessee
$1.22M 76,919 -2,401 -3%
MAM
83
Martingale Asset Management
Massachusetts
$1.19M 74,924 +74,924 New
Legal & General Group
84
Legal & General Group
United Kingdom
$1.17M 74,230 -16,107 -18%
CF
85
CNA Financial
Illinois
$1.16M 73,050 – –
GWM
86
Greenwich Wealth Management
Connecticut
$1.14M 72,122 +4,350 +6%
KCM
87
Kennedy Capital Management
Missouri
$1.14M 71,631 -65,000 -48%
CCM
88
Century Capital Management
Massachusetts
$1.11M 70,273 – –
NI
89
Numeric Investors
Massachusetts
$1.11M 69,902 +56,102 +407%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.03M 64,782 -62,252 -49%
Marshall Wace
91
Marshall Wace
United Kingdom
$1.01M 63,518 +63,518 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$987K 62,235 -4,589 -7%
Comerica Bank
93
Comerica Bank
Texas
$829K 55,135 +18,067 +49%
SO
94
STRS Ohio
Ohio
$817K 51,600 +51,600 New
NFA
95
Nationwide Fund Advisors
Ohio
$758K 46,911 -85,562 -65%
UBS AM
96
UBS AM
Illinois
$698K 44,028 -5,670 -11%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$698K 44,057 – –
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$684K 43,175 +43,175 New
HSBC Holdings
99
HSBC Holdings
United Kingdom
$679K 42,836 -746 -2%
TPSF
100
Texas Permanent School Fund
Texas
$673K 42,464 -1,540 -3%
2 3
4
5 6