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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$4.78M
4
BFA
4
BlackRock Fund Advisors
California
$46.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
151
UBS Group
Switzerland
$46K -$357K -28,011 -89%
MFS
152
MSI Financial Services
Massachusetts
$45K +$163 +13 +0.4%
OMCS
153
Old Mutual Customised Solutions
South Africa
$37K – – –
KBC Group
154
KBC Group
Belgium
$29K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$28K +$5.61K +455 +25%
SEI Investments
156
SEI Investments
Pennsylvania
$28K +$28K +2,239 New
RCM
157
Riverhead Capital Management
Delaware
$26K -$302K -24,427 -92%
CAM
158
ClariVest Asset Management
California
$21K -$84K -6,800 -80%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$21K +$6.22K +492 +42%
VCM
160
Versant Capital Management
Arizona
$18K +$6.32K +515 +54%
WT
161
Whittier Trust
California
$14K – – –
AOWM
162
Alpha Omega Wealth Management
Virginia
$13K – – –
CG
163
Cutler Group
California
$12K +$6.55K +546 +120%
SWA
164
Sutton Wealth Advisors
Florida
$10.4K +$5.98K +473 +135%
TRCT
165
Tower Research Capital (TRC)
New York
$9K -$38K -3,065 -81%
SC
166
Skylands Capital
Wisconsin
$9K – – –
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$8K – – –
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$8K – – –
IUHSA
169
Itau Unibanco Holding S.A.
Brazil
$8K +$8K +650 New
NFG
170
Next Financial Group
Texas
$5K -$5K -400 -50%
WA
171
WealthTrust-Arizona
Arizona
$4K +$1.72K +151 +76%
Group One Trading
172
Group One Trading
Illinois
$4K +$4K +314 New
TCIM
173
TIAA CREF Investment Management
New York
$3.29K -$108 -8,555 -3%
CFA
174
Carroll Financial Associates
North Carolina
$3K – – –
US Bancorp
175
US Bancorp
Minnesota
$3K +$251 +18 +9%
5 6
7
8 9