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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
101
Texas Permanent School Fund
Texas
$1.28M -$71.9K -2,535 -5%
HI
102
HBK Investments
Texas
$1.27M +$1.27M +44,700 New
BG
103
BlackRock Group
United Kingdom
$1.22M +$121K +4,265 +11%
UBS AM
104
UBS AM
Illinois
$1.21M +$31.2K +1,100 +3%
CSS
105
Cubist Systematic Strategies
Connecticut
$1.17M +$1.17M +41,294 New
EGM
106
Engineers Gate Manager
New York
$1.15M +$700K +24,693 +157%
Federated Hermes
107
Federated Hermes
Pennsylvania
$1.12M +$419K +14,787 +60%
CF
108
CNA Financial
Illinois
$1.07M – – –
GWM
109
Greenwich Wealth Management
Connecticut
$1.07M +$32.9K +1,160 +3%
MLM
110
Mount Lucas Management
Pennsylvania
$1.07M +$1.07M +37,681 New
SI
111
SII Investments
Wisconsin
$1.02M -$20.2K -715 -2%
Prudential Financial
112
Prudential Financial
New Jersey
$1.02M -$835K -29,450 -45%
BA
113
BlackRock Advisors
Delaware
$975K +$43.6K +1,539 +5%
PH
114
Pinnacle Holdings
Oklahoma
$968K +$30.1K +1,060 +3%
MOACM
115
Mutual of America Capital Management
New York
$968K -$5.44K -192 -0.6%
WS
116
Wedbush Securities
California
$965K -$12.8K -450 -1%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$959K +$65.2K +2,301 +7%
SIC
118
Schwartz Investment Counsel
Michigan
$944K -$448K -15,800 -32%
Group One Trading
119
Group One Trading
Illinois
$903K -$124K -4,370 -12%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$901K +$11.3K +400 +1%
Citigroup
121
Citigroup
New York
$846K +$134K +4,708 +19%
TI
122
Trexquant Investment
Connecticut
$816K -$1.32M -46,600 -62%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$788K -$27.1K -957 -3%
NIT
124
NumerixS Investment Technologies
British Columbia, Canada
$785K +$785K +27,700 New
FCH
125
Freestone Capital Holdings
Washington
$767K -$197K -6,935 -20%
3 4
5
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