UPBD icon

Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.3M
3
O
3
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
5
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
2
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
4
Northern Trust
Illinois
$19.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$656K 41,406 -91,600 -69%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$655K 41,296 -39,011 -49%
TI
103
Trexquant Investment
Connecticut
$635K 40,079 -40,397 -50%
MAM
104
Meeder Asset Management
Ohio
$600K 37,868 -9,452 -20%
Public Sector Pension Investment Board (PSP Investments)
105
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$594K 37,470 +37,470 New
PH
106
Pinnacle Holdings
Oklahoma
$584K 36,845 +1,550 +4%
CS
107
Credit Suisse
Switzerland
$576K 36,337 -114,627 -76%
CAM
108
Capstone Asset Management
Texas
$575K 36,262 +12,190 +51%
NCMW
109
Northern Capital Management (Wisconsin)
Wisconsin
$563K 35,550 +5,450 +18%
LA
110
Lucus Advisors
New York
$541K 34,128 +34,128 New
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$540K 34,040 -4,200 -11%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$536K 35,127 -66,568 -65%
SI
113
SII Investments
Wisconsin
$498K 31,430 -2,455 -7%
WS
114
Wedbush Securities
California
$478K 30,155 -3,240 -10%
UBS Group
115
UBS Group
Switzerland
$465K 29,335 +6,881 +31%
ZCM
116
Zebra Capital Management
Connecticut
$458K 28,892 +5,604 +24%
AG
117
Aperio Group
California
$455K 28,732 -3,647 -11%
ASRS
118
Arizona State Retirement System
Arizona
$431K 27,200 +1,965 +8%
PP
119
Paloma Partners
Connecticut
$431K 27,199 +27,199 New
Boston Partners
120
Boston Partners
Massachusetts
$427K 26,949 -672,307 -96%
SDIC
121
South Dakota Investment Council
South Dakota
$412K 26,000 – –
DTL
122
Dynamic Technology Lab
Singapore
$403K 25,435 +25,435 New
BA
123
BlackRock Advisors
Delaware
$395K 24,917 +1,865 +8%
EMG
124
Ellington Management Group
Connecticut
$390K 24,600 +24,600 New
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$372K 23,500 +8,800 +60%
3 4
5
6 7