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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.

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$84.6M
2
DIA
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
126
Vident Investment Advisory
Georgia
$584K +$176K +7,262 +43%
ASRS
127
Arizona State Retirement System
Arizona
$582K +$582K +24,016 New
HSBC Holdings
128
HSBC Holdings
United Kingdom
$567K +$44.9K +1,852 +9%
LMGAM
129
Liberty Mutual Group Asset Management
Massachusetts
$547K +$7.7K +317 +1%
ZCM
130
Zebra Capital Management
Connecticut
$533K +$102K +4,184 +24%
PI
131
Putnam Investments
Massachusetts
$530K – – –
MSA
132
Mason Street Advisors
Wisconsin
$529K +$7.86K +324 +2%
OA
133
OFI Advisors
Pennsylvania
$519K +$54.6K +2,251 +12%
BlackRock
134
BlackRock
New York
$511K +$1.58K +65 +0.3%
SC
135
Skylands Capital
Wisconsin
$476K -$72.8K -3,000 -13%
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$475K – – –
KBC Group
137
KBC Group
Belgium
$454K -$2.59M -106,679 -85%
FA
138
FDx Advisors
Illinois
$453K +$453K +18,689 New
CIA
139
Capital Impact Advisors
Massachusetts
$423K – – –
PP
140
Paloma Partners
Connecticut
$421K -$689K -28,407 -62%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$409K +$3.67K +150 +0.9%
HighTower Advisors
142
HighTower Advisors
Illinois
$377K +$377K +15,518 New
SCM
143
Stevens Capital Management
Pennsylvania
$372K -$137K -5,650 -27%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$371K -$121 -5 -0%
ACI
145
Advance Capital I
Michigan
$361K +$361K +14,900 New
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$352K – – –
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$347K +$7.28K +300 +2%
CSS
148
Cubist Systematic Strategies
Connecticut
$346K -$654K -27,008 -65%
PAM
149
Princeton Alpha Management
New Jersey
$336K +$126K +5,209 +60%
NCMW
150
Northern Capital Management (Wisconsin)
Wisconsin
$335K +$6.68K +275 +2%
4 5
6
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