UPBD icon

Upbound Group
UPBD

Overview Fund Activity

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M
2
AL
2
AJO LP
Pennsylvania
$7.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$15M
5
Charles Schwab
5
Charles Schwab
California
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$941K
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$1.33M – – –
BCM
77
Bridgeway Capital Management
Texas
$1.26M +$1.26M +102,800 New
EGM
78
Engineers Gate Manager
New York
$1.23M +$1.23M +100,411 New
MAM
79
Martingale Asset Management
Massachusetts
$1.22M +$300K +24,408 +33%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.21M +$414K +33,730 +52%
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$1.18M +$1.18M +96,400 New
NAP
82
New Amsterdam Partners
New York
$1.07M +$8.29K +675 +0.8%
Swiss National Bank
83
Swiss National Bank
Switzerland
$1.07M +$19.6K +1,600 +2%
HHC
84
Hutchin Hill Capital
New York
$1.07M +$1.07M +87,200 New
BG
85
BlackRock Group
United Kingdom
$1.05M +$43.6K +3,545 +4%
Legal & General Group
86
Legal & General Group
United Kingdom
$1.05M +$139K +11,352 +15%
TA
87
Teachers Advisors
New York
$1.03M +$74.2K +6,039 +8%
AllianceBernstein
88
AllianceBernstein
Tennessee
$945K – – –
Wellington Management Group
89
Wellington Management Group
Massachusetts
$941K -$14.7M -1,195,234 -94%
GWM
90
Greenwich Wealth Management
Connecticut
$908K +$22.6K +1,845 +3%
CF
91
CNA Financial
Illinois
$897K – – –
Canada Life
92
Canada Life
Manitoba, Canada
$866K -$2.1M -171,173 -71%
CCM
93
Century Capital Management
Massachusetts
$863K – – –
RJFSA
94
Raymond James Financial Services Advisors
Florida
$836K +$571K +46,504 +216%
Lazard Asset Management
95
Lazard Asset Management
New York
$799K +$799K +65,100 New
SO
96
STRS Ohio
Ohio
$758K +$125K +10,200 +20%
CS
97
Credit Suisse
Switzerland
$752K +$305K +24,846 +68%
EA
98
Emerald Acquisition
Washington
$727K +$727K +59,176 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$718K -$46K -3,744 -6%
CIA
100
Cascade Investment Advisors
Oregon
$717K +$717K +58,400 New
2 3
4
5 6