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

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
3
Lombardia Capital Partners
California
$7.57M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
151
MSI Financial Services
Massachusetts
$36K -$4.24K -378 -11%
OMCS
152
Old Mutual Customised Solutions
South Africa
$33K – – –
TAM
153
Tyers Asset Management
Texas
$29K +$29K +2,574 New
RCM
154
Riverhead Capital Management
Delaware
$24K – – –
GHCM
155
Glen Harbor Capital Management
California
$21K +$21K +1,872 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$19K – – –
WT
157
Whittier Trust
California
$13K – – –
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$11K -$1.01M -84,086 -99%
AOWM
159
Alpha Omega Wealth Management
Virginia
$11K – – –
SWA
160
Sutton Wealth Advisors
Florida
$10.8K +$1.53K +136 +17%
IUHSA
161
Itau Unibanco Holding S.A.
Brazil
$10K +$2.44K +210 +32%
SC
162
Skylands Capital
Wisconsin
$8K – – –
QCG
163
Quadrant Capital Group
Ohio
$6K +$6K +622 New
CFA
164
Carroll Financial Associates
North Carolina
$3K – – –
GAM
165
Gemmer Asset Management
California
$3K +$624 +51 +26%
WA
166
WealthTrust-Arizona
Arizona
$2K -$2.65K -200 -57%
NFG
167
Next Financial Group
Texas
$2K -$2K -200 -50%
VCM
168
Versant Capital Management
Arizona
$1K -$7.63K -1,297 -88%
TRCT
169
Tower Research Capital (TRC)
New York
$1K -$12.7K -673 -93%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$1K -$13K -583 -93%
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
$1K – – –
DAM
172
Delta Asset Management
Tennessee
$1K – – –
BFM
173
Boothbay Fund Management
New York
$451 +$451 +29,093 New
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
– -$6.28M -496,858 Closed
PCM
175
Peregrine Capital Management
Minnesota
– -$6.08M -480,942 Closed
4 5 6
7
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