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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAM
176
Capstone Asset Management
Texas
$244K +$30.1K +1,060 +14%
RFC
177
Russell Frank Company
Washington
$239K -$180K -6,341 -43%
CCMH
178
Cornerstone Capital Management Holdings
New York
$235K +$235K +8,300 New
Barclays
179
Barclays
United Kingdom
$213K -$2.79M -99,983 -93%
SAM
180
Securian Asset Management
Minnesota
$211K -$2.84K -100 -1%
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$209K +$2.41K +85 +1%
CCM
182
Century Capital Management
Massachusetts
$207K +$207K +7,304 New
PA
183
Profund Advisors
Maryland
$201K -$45K -1,585 -18%
JWA
184
JFS Wealth Advisors
Pennsylvania
$195K +$482 +17 +0.2%
Canada Life
185
Canada Life
Manitoba, Canada
$157K – – –
Victory Capital Management
186
Victory Capital Management
Texas
$146K +$146K +5,180 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$114K -$72.1K -2,531 -39%
JG
188
Jefferies Group
New York
$113K +$113K +3,974 New
UBS Group
189
UBS Group
Switzerland
$99K +$48.6K +1,708 +96%
CF
190
CenterStar Fund
Illinois
$96K – – –
Simplex Trading
191
Simplex Trading
Illinois
$94K -$84.7K -2,991 -47%
RBA
192
Richard Bernstein Advisors
New York
$94K – – –
MFS
193
MSI Financial Services
Massachusetts
$92K +$54.9K +1,941 +148%
OMCS
194
Old Mutual Customised Solutions
South Africa
$82K – – –
SFWA
195
Summit Financial Wealth Advisors
Louisiana
$58K – – –
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$58K +$12.8K +454 +28%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$57K – – –
TRCT
198
Tower Research Capital (TRC)
New York
$49K -$309K -10,921 -86%
QI
199
QS Investors
New York
$44K +$17.4K +609 +65%
AAM
200
Advisors Asset Management
Colorado
$43K – – –
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8
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