UPBD icon

Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
151
Zebra Capital Management
Connecticut
$504K -$189K -6,676 -27%
ProShare Advisors
152
ProShare Advisors
Maryland
$502K -$107K -3,788 -18%
CIA
153
Capital Impact Advisors
Massachusetts
$495K – – –
VIA
154
Vident Investment Advisory
Georgia
$477K +$25.6K +904 +6%
MERSOM
155
Municipal Employees' Retirement System of Michigan
Michigan
$469K +$15.6K +550 +3%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$434K +$42.9K +1,514 +11%
Nomura Holdings
157
Nomura Holdings
Japan
$415K +$415K +14,542 New
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$411K – – –
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$397K +$14.2K +500 +4%
CRM
160
Cramer Rosenthal McGlynn
Connecticut
$386K – – –
NCMW
161
Northern Capital Management (Wisconsin)
Wisconsin
$383K +$128K +4,525 +50%
VKH
162
Virtu KCG Holdings
New York
$363K -$22.7K -800 -6%
AG
163
Algert Global
California
$351K +$351K +12,370 New
FIM
164
Freedom Investment Management
Connecticut
$339K -$40.7K -1,438 -11%
AIP
165
Ameritas Investment Partners
Nebraska
$336K -$18.1K -639 -5%
ICM
166
IMS Capital Management
Oregon
$334K +$334K +11,775 New
BMCMI
167
Bryn Mawr Capital Management Inc
Pennsylvania
$324K +$86.1K +3,040 +36%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$322K – – –
QT
169
Quantbot Technologies
New York
$304K +$225K +7,942 +285%
VAM
170
Visium Asset Management
New York
$296K +$296K +10,448 New
RC
171
RBF Capital
California
$284K – – –
AG
172
Aperio Group
California
$257K -$2.73K -96 -1%
SG Americas Securities
173
SG Americas Securities
New York
$252K -$701K -24,748 -74%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$247K +$49.9K +1,762 +25%
PAM
175
Princeton Alpha Management
New Jersey
$245K +$245K +8,647 New
5 6
7
8 9