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Upbound Group
UPBD

Overview Fund Activity

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M
2
AL
2
AJO LP
Pennsylvania
$7.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$15M
5
Charles Schwab
5
Charles Schwab
California
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$941K
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$178K +$178K +14,520 New
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$176K +$31.9K +2,588 +22%
QSS
153
Quantitative Systematic Strategies
Florida
$162K +$30.2K +2,491 +23%
NCMW
154
Northern Capital Management (Wisconsin)
Wisconsin
$161K -$276K -22,450 -63%
PP
155
Paloma Partners
Connecticut
$154K -$178K -14,599 -54%
Axa
156
Axa
France
$154K +$154K +12,500 New
PAM
157
Panagora Asset Management
Massachusetts
$150K +$150K +12,181 New
MERSOM
158
Municipal Employees' Retirement System of Michigan
Michigan
$143K +$10.4K +840 +8%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$139K – – –
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$132K +$132K +10,718 New
MSA
161
Mason Street Advisors
Wisconsin
$127K +$11.5K +941 +10%
VKH
162
Virtu KCG Holdings
New York
$125K +$125K +10,215 New
WS
163
Wedbush Securities
California
$124K -$247K -20,078 -67%
RC
164
RBF Capital
California
$123K – – –
Walleye Trading
165
Walleye Trading
New York
$114K +$78.6K +6,400 +222%
CAM
166
ClariVest Asset Management
California
$105K +$105K +8,500 New
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$91K +$11K +898 +14%
PCM
168
Prelude Capital Management
New York
$82K +$59.9K +4,878 +271%
PI
169
PineBridge Investments
New York
$80K – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$76K +$20.8K +1,683 +38%
TRCT
171
Tower Research Capital (TRC)
New York
$46K +$46K +3,791 New
MFS
172
MSI Financial Services
Massachusetts
$44K +$135 +11 +0.3%
Nomura Asset Management
173
Nomura Asset Management
Japan
$40K +$40K +3,300 New
OMCS
174
Old Mutual Customised Solutions
South Africa
$36K – – –
KBC Group
175
KBC Group
Belgium
$28K +$28K +2,271 New
5 6
7
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