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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock Fund Advisors
California
+$13M
2
Morgan Stanley
Morgan Stanley
New York
+$11.8M
3
O
OppenheimerFunds
New York
+$10.4M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$9.67M
5
PCM
Portolan Capital Management
Massachusetts
+$8.44M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.3M
2
RRAM
River Road Asset Management
Kentucky
-$18.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.6M
4
Northern Trust
Northern Trust
Illinois
-$10.7M
5
Boston Partners
Boston Partners
Massachusetts
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$366K -$8.64M -544,750 -96%
Creative Planning
127
Creative Planning
Kansas
$364K +$313K +19,760 +613%
FRM
128
Fox Run Management
Connecticut
$349K +$349K +22,000 New
RJFSA
129
Raymond James Financial Services Advisors
Florida
$342K +$342K +21,561 New
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$338K +$338K +21,304 New
NIT
131
NumerixS Investment Technologies
British Columbia, Canada
$336K -$266K -16,800 -44%
SG Americas Securities
132
SG Americas Securities
New York
$327K +$48.7K +3,070 +17%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$326K -$410K -25,856 -56%
Barclays
134
Barclays
United Kingdom
$314K +$262K +17,459 +500%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$310K -$207K -13,072 -40%
PTC
136
Petrus Trust Company
Texas
$291K +$75.9K +4,786 +35%
WCM
137
Wedge Capital Management
North Carolina
$266K +$266K +16,755 New
PA
138
Profund Advisors
Maryland
$260K +$260K +16,378 New
PG
139
PEAK6 Group
Illinois
$245K +$245K +15,478 New
Nomura Holdings
140
Nomura Holdings
Japan
$225K +$225K +14,300 New
RCM
141
Riverhead Capital Management
Delaware
$211K -$8.21K -517 -4%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$186K +$58.8K +3,700 +46%
QIM
143
Quantitative Investment Management
Virginia
$183K -$156K -9,900 -46%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$180K – – –
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$171K -$99.3K -6,230 -37%
QSS
146
Quantitative Systematic Strategies
Florida
$166K -$145K -9,506 -47%
RC
147
RBF Capital
California
$159K – – –
MSA
148
Mason Street Advisors
Wisconsin
$150K -$203K -12,789 -58%
CG
149
Cutler Group
California
$143K +$128K +8,151 +875%
BlackRock
150
BlackRock
New York
$141K -$209K -13,157 -60%
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