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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.

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

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
2
HCM
Hirzel Capital Management
Texas
$0
3
WHG
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Aperio Group
California
$485K +$306K +20,449 +171%
Squarepoint
127
Squarepoint
New York
$480K +$480K +32,060 New
Wells Fargo
128
Wells Fargo
California
$460K +$97.3K +6,509 +27%
NCMW
129
Northern Capital Management (Wisconsin)
Wisconsin
$451K +$244K +16,300 +118%
SDIC
130
South Dakota Investment Council
South Dakota
$389K – – –
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$388K – – –
TBAM
132
True Bearing Asset Management
California
$385K -$468K -31,300 -55%
ASRS
133
Arizona State Retirement System
Arizona
$378K +$18.3K +1,219 +5%
CAM
134
Capstone Asset Management
Texas
$360K +$223K +14,900 +162%
ZCM
135
Zebra Capital Management
Connecticut
$349K +$19.9K +1,329 +6%
BA
136
BlackRock Advisors
Delaware
$345K -$186K -12,402 -35%
UBS Group
137
UBS Group
Switzerland
$336K +$296K +19,772 +737%
MSA
138
Mason Street Advisors
Wisconsin
$333K +$6.14K +410 +2%
BlackRock
139
BlackRock
New York
$331K +$14.4K +956 +5%
AIM
140
Ada Investment Management
New York
$324K +$324K +21,657 New
QIM
141
Quantitative Investment Management
Virginia
$321K +$321K +21,500 New
SOMRS
142
State of Michigan Retirement System
Michigan
$311K -$50.8K -3,400 -14%
QSS
143
Quantitative Systematic Strategies
Florida
$306K +$306K +20,371 New
BCM
144
BlueCrest Capital Management
Jersey
$304K +$304K +20,309 New
ST
145
Spot Trading
Illinois
$289K +$289K +19,288 New
EGM
146
Engineers Gate Manager
New York
$281K +$281K +18,800 New
FA
147
FDx Advisors
Illinois
$279K -$598 -40 -0.2%
SG Americas Securities
148
SG Americas Securities
New York
$263K +$190K +12,678 +260%
ProShare Advisors
149
ProShare Advisors
Maryland
$261K +$60.7K +4,054 +30%
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$258K +$3.96K +260 +2%
4 5
6
7 8