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Upbound Group
UPBD

Overview Fund Activity

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$33.3M
2
EC
Engaged Capital
California
$25.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$77.5M
4
BFA
BlackRock Fund Advisors
California
$48.1M
5
Canada Life
Canada Life
Manitoba, Canada
$6.66M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
Lombardia Capital Partners
California
$7.57M
4
PCM
Peregrine Capital Management
Minnesota
$0
5
JIM
Jupiter Investment Management
United Kingdom
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$161K – – –
CAM
127
Capstone Asset Management
Texas
$159K -$214K -19,060 -57%
Grantham, Mayo, Van Otterloo & Co (GMO)
128
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$158K -$223K -19,762 -59%
LA
129
Lucus Advisors
New York
$156K -$201K -17,857 -56%
TI
130
Trexquant Investment
Connecticut
$142K -$310K -27,500 -69%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$138K -$1.29M -114,812 -90%
PCM
132
Prelude Capital Management
New York
$136K -$3.06K -272 -2%
MERSOM
133
Municipal Employees' Retirement System of Michigan
Michigan
$136K +$3.82K +340 +3%
MSA
134
Mason Street Advisors
Wisconsin
$131K +$7.66K +679 +6%
Verition Fund Management
135
Verition Fund Management
Connecticut
$130K +$130K +11,542 New
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$128K – – –
CL
137
CSS LLC
Illinois
$115K +$115K +10,200 New
ProShare Advisors
138
ProShare Advisors
Maryland
$113K +$113K +10,010 New
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$99K +$18.7K +1,670 +23%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$64K +$64K +5,750 New
UBS Group
141
UBS Group
Switzerland
$62K +$21.3K +1,897 +53%
JWA
142
JFS Wealth Advisors
Pennsylvania
$58K -$5.86K -522 -9%
AP
143
Advisors Preferred
Maryland
$48K +$48K +4,305 New
NIT
144
NumerixS Investment Technologies
British Columbia, Canada
$47K -$254K -22,700 -84%
AG
145
Advisor Group
Arizona
$45K +$2.74K +241 +6%
NA
146
Neuburgh Advisers
California
$45K +$45K +3,978 New
CG
147
Cutler Group
California
$39K +$28K +2,540 +254%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$39K +$38.4K +3,400 +6,182%
FCM
149
Flinton Capital Management
Pennsylvania
$37K +$37K +3,276 New
Nomura Asset Management
150
Nomura Asset Management
Japan
$37K +$37K +3,300 New
4 5
6
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