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Upbound Group
UPBD

Overview Fund Activity

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$33.3M
2
EC
2
Engaged Capital
California
$25.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.5M
4
BFA
4
BlackRock Fund Advisors
California
$48.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$6.66M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
3
Lombardia Capital Partners
California
$7.57M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$732K +$61.8K +5,500 +9%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$700K +$161K +14,350 +30%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$654K +$654K +58,071 New
CF
79
CNA Financial
Illinois
$652K -$169K -15,030 -21%
Comerica Bank
80
Comerica Bank
Texas
$586K +$30.1K +2,898 +5%
GWM
81
Greenwich Wealth Management
Connecticut
$575K -$245K -21,749 -30%
First Trust Advisors
82
First Trust Advisors
Illinois
$570K +$570K +50,640 New
PI
83
PineBridge Investments
New York
$550K +$474K +42,058 +623%
Wellington Management Group
84
Wellington Management Group
Massachusetts
$500K -$517K -45,992 -51%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$488K – – –
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$486K – – –
JIM
87
Jupiter Investment Management
United Kingdom
$467K -$5.69M -505,808 -92%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$467K – – –
Wells Fargo
89
Wells Fargo
California
$440K +$225K +20,009 +105%
MAM
90
Meeder Asset Management
Ohio
$437K +$16.2K +1,444 +4%
TPSF
91
Texas Permanent School Fund
Texas
$436K -$19.1K -1,698 -4%
Creative Planning
92
Creative Planning
Kansas
$432K +$62.5K +5,561 +17%
AIG
93
American International Group
New York
$430K -$6.34K -564 -1%
Public Sector Pension Investment Board (PSP Investments)
94
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$422K – – –
PH
95
Pinnacle Holdings
Oklahoma
$414K -$22K -1,955 -5%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406K -$630 -56 -0.2%
Group One Trading
97
Group One Trading
Illinois
$397K +$393K +34,967 +11,136%
Squarepoint
98
Squarepoint
New York
$376K +$376K +33,382 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$372K -$92.7K -8,238 -20%
UBS AM
100
UBS AM
Illinois
$338K -$158K -14,000 -32%
2 3
4
5 6