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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$4.78M
4
BFA
4
BlackRock Fund Advisors
California
$46.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
101
Bowling Portfolio Management
Ohio
$531K +$531K +42,017 New
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$525K – – –
NAM
103
NorthCoast Asset Management
Connecticut
$523K +$109K +8,631 +26%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$522K – – –
MLM
105
Mount Lucas Management
Pennsylvania
$511K -$11K -871 -2%
TPSF
106
Texas Permanent School Fund
Texas
$511K -$1.67K -132 -0.3%
TI
107
Trexquant Investment
Connecticut
$507K +$266K +21,051 +111%
AIG
108
American International Group
New York
$490K -$316 -25 -0.1%
PH
109
Pinnacle Holdings
Oklahoma
$490K +$7.58K +600 +2%
Public Sector Pension Investment Board (PSP Investments)
110
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$474K – – –
MAM
111
Meeder Asset Management
Ohio
$473K -$5.51K -436 -1%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$457K -$202 -16 -0%
Walleye Trading
113
Walleye Trading
New York
$449K +$332K +26,258 +283%
HCM
114
Highbridge Capital Management
New York
$445K +$445K +35,212 New
Grantham, Mayo, Van Otterloo & Co (GMO)
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$427K -$1.27M -100,735 -75%
CAM
116
Capstone Asset Management
Texas
$420K -$4.18K -330 -1%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$415K -$445K -35,229 -52%
Creative Planning
118
Creative Planning
Kansas
$415K +$40.4K +3,200 +11%
LA
119
Lucus Advisors
New York
$401K +$42.2K +3,339 +12%
QIM
120
Quantitative Investment Management
Virginia
$389K -$192K -15,200 -33%
ASRS
121
Arizona State Retirement System
Arizona
$348K -$1.27K -100 -0.4%
BA
122
BlackRock Advisors
Delaware
$342K +$22.5K +1,776 +7%
Nuveen Asset Management
123
Nuveen Asset Management
Illinois
$341K – – –
NIT
124
NumerixS Investment Technologies
British Columbia, Canada
$340K -$53.1K -4,200 -14%
SG Americas Securities
125
SG Americas Securities
New York
$328K +$118K +9,363 +57%
3 4
5
6 7