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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$4.78M
4
BFA
4
BlackRock Fund Advisors
California
$46.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$1.08M +$335K +26,509 +45%
Swiss National Bank
77
Swiss National Bank
Switzerland
$1.06M -$39.2K -3,100 -4%
TA
78
Teachers Advisors
New York
$1.06M – – –
BG
79
BlackRock Group
United Kingdom
$989K -$93.7K -7,400 -9%
AllianceBernstein
80
AllianceBernstein
Tennessee
$972K – – –
PP
81
Paloma Partners
Connecticut
$944K +$785K +62,053 +492%
CF
82
CNA Financial
Illinois
$923K – – –
GWM
83
Greenwich Wealth Management
Connecticut
$921K -$13.9K -1,100 -1%
Canada Life
84
Canada Life
Manitoba, Canada
$892K – – –
CCM
85
Century Capital Management
Massachusetts
$888K – – –
CS
86
Credit Suisse
Switzerland
$856K +$82.4K +6,513 +11%
EMG
87
Ellington Management Group
Connecticut
$846K +$316K +25,000 +60%
KCM
88
Kennedy Capital Management
Missouri
$799K -$1.68M -133,140 -68%
Citigroup
89
Citigroup
New York
$776K +$191K +15,132 +33%
EGM
90
Engineers Gate Manager
New York
$762K -$508K -40,149 -40%
SO
91
STRS Ohio
Ohio
$753K -$27.8K -2,200 -4%
Comerica Bank
92
Comerica Bank
Texas
$688K +$6.2K +482 +0.9%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$686K +$387K +30,629 +129%
EA
94
Emerald Acquisition
Washington
$661K -$87.8K -6,938 -12%
Bank of America
95
Bank of America
North Carolina
$652K +$117K +9,231 +22%
MC
96
Menta Capital
California
$635K +$635K +50,222 New
HSBC Holdings
97
HSBC Holdings
United Kingdom
$605K -$15.1K -1,191 -2%
UBS AM
98
UBS AM
Illinois
$556K – – –
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$548K – – –
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$546K – – –
2 3
4
5 6