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Upbound Group
UPBD

Overview Fund Activity

205 hedge funds and large institutions have $851M invested in Upbound Group in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 43 closing their positions.

Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
95
Reduced
54
Closed
43
Calls
$3.03M
Puts
$8.89M
Net Calls
-$5.86M
Net Calls Change
-$1.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
RRAM
2
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M
4
TC
4
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
101
Landscape Capital Management
New Jersey
$813K 54,280 -7,883 -13%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$754K 50,400 +17,700 +54%
UBS AM
103
UBS AM
Illinois
$744K 49,698 -5,043 -9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$722K 48,208 +48,208 New
MAM
105
Meeder Asset Management
Ohio
$708K 47,320 -18,680 -28%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$695K 46,422 +18,089 +64%
ARTA
107
A.R.T. Advisors
New York
$692K 46,262 +46,262 New
AIM
108
Alambic Investment Management
California
$668K 44,650 +44,650 New
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$660K 44,057 -6,890 -14%
TPSF
110
Texas Permanent School Fund
Texas
$659K 44,004 +145 +0.3%
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$655K 43,783 +34,333 +363%
Federated Hermes
112
Federated Hermes
Pennsylvania
$652K 43,560 +6,220 +17%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$652K 43,582 +20,181 +86%
Group One Trading
114
Group One Trading
Illinois
$595K 39,763 +9,495 +31%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$572K 38,240 +18,640 +95%
NIT
116
NumerixS Investment Technologies
British Columbia, Canada
$569K 38,000 +38,000 New
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$554K 36,941 -35,147 -49%
PH
118
Pinnacle Holdings
Oklahoma
$528K 35,295 -630 -2%
O
119
OppenheimerFunds
New York
$516K 34,454 +34,454 New
Comerica Bank
120
Comerica Bank
Texas
$512K 37,068 -577 -2%
SI
121
SII Investments
Wisconsin
$503K 33,885 -2,310 -6%
WS
122
Wedbush Securities
California
$500K 33,395 +380 +1%
MOACM
123
Mutual of America Capital Management
New York
$490K 32,751 -2,624 -7%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$489K 32,649 +500 +2%
LMGAM
125
Liberty Mutual Group Asset Management
Massachusetts
$489K 32,603 +10,073 +45%
3 4
5
6 7