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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
1
Fidelity Investments
Massachusetts
$109M
2
RRAM
2
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$26.9M
4
TC
4
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
151
Virtu KCG Holdings
New York
$248K +$248K +16,553 New
HighTower Advisors
152
HighTower Advisors
Illinois
$236K +$6.51K +440 +3%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$230K +$1.05K +70 +0.5%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$220K +$5.99K +400 +3%
Rafferty Asset Management
155
Rafferty Asset Management
New York
$216K +$216K +14,374 New
SC
156
Skylands Capital
Wisconsin
$213K -$81.4K -5,427 -28%
RCM
157
Riverhead Capital Management
Delaware
$207K +$150K +10,000 +263%
NI
158
Numeric Investors
Massachusetts
$207K +$207K +13,800 New
PTC
159
Petrus Trust Company
Texas
$203K +$203K +13,569 New
ONB
160
Old National Bancorp
Indiana
$191K – – –
AIP
161
Ameritas Investment Partners
Nebraska
$178K – – –
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$170K – – –
RC
163
RBF Capital
California
$150K – – –
Victory Capital Management
164
Victory Capital Management
Texas
$136K +$47.3K +3,169 +53%
Macquarie Group
165
Macquarie Group
Australia
$127K -$2.2M -147,188 -95%
QT
166
Quantbot Technologies
New York
$126K -$7.96K -533 -6%
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$120K -$97.4K -6,500 -45%
SAM
168
Securian Asset Management
Minnesota
$104K -$5.73K -383 -5%
PCM
169
Prelude Capital Management
New York
$85K +$47.6K +3,180 +127%
Canada Life
170
Canada Life
Manitoba, Canada
$83K – – –
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$73K -$24.1K -1,616 -25%
JWA
172
JFS Wealth Advisors
Pennsylvania
$69K -$34.2K -2,288 -33%
RFC
173
Russell Frank Company
Washington
$66K – – –
MFS
174
MSI Financial Services
Massachusetts
$63K +$14.1K +939 +29%
HNB
175
Huntington National Bank
Ohio
$61K -$3.01K -202 -5%
5 6
7
8 9