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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
92
Reduced
69
Closed
30
Calls
$1.74M
Puts
$5.75M
Net Calls
-$4.01M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
1
New Amsterdam Partners
New York
$16.1M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.8M
3
LCP
3
Lombardia Capital Partners
California
$20.2M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$24.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
DIA
2
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$915K -$4.66M -192,135 -84%
MLM
102
Mount Lucas Management
Pennsylvania
$914K +$509 +21 +0.1%
Comerica Bank
103
Comerica Bank
Texas
$913K -$918K -37,855 -50%
Federated Hermes
104
Federated Hermes
Pennsylvania
$906K -$48.6K -2,001 -5%
SI
105
SII Investments
Wisconsin
$879K +$753 +31 +0.1%
PH
106
Pinnacle Holdings
Oklahoma
$871K +$42.8K +1,765 +5%
BA
107
BlackRock Advisors
Delaware
$860K +$25.8K +1,063 +3%
MOACM
108
Mutual of America Capital Management
New York
$858K +$29.5K +1,217 +4%
SCP
109
Scoria Capital Partners
Connecticut
$858K +$373K +15,400 +77%
FCH
110
Freestone Capital Holdings
Washington
$840K +$184K +7,588 +28%
Morgan Stanley
111
Morgan Stanley
New York
$824K -$7.42M -306,045 -90%
Prudential Financial
112
Prudential Financial
New Jersey
$815K -$58.2K -2,400 -7%
WS
113
Wedbush Securities
California
$801K -$25.1K -1,035 -3%
Canada Pension Plan Investment Board
114
Canada Pension Plan Investment Board
Ontario, Canada
$793K +$793K +32,700 New
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$780K +$8.88K +366 +1%
TI
116
Trexquant Investment
Connecticut
$760K +$62.5K +2,580 +9%
Group One Trading
117
Group One Trading
Illinois
$734K -$38.3K -1,581 -5%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$718K +$718K +29,600 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$687K -$133K -5,494 -16%
SDIC
120
South Dakota Investment Council
South Dakota
$631K – – –
SAM
121
Sequent Asset Management
Texas
$630K -$10.9K -450 -2%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$628K – – –
DCM
123
Dynamic Capital Management
Jersey
$590K +$590K +24,345 New
Wells Fargo
124
Wells Fargo
California
$588K -$23.4K -965 -4%
SOMRS
125
State of Michigan Retirement System
Michigan
$587K – – –
3 4
5
6 7