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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
92
Reduced
69
Closed
30
Calls
$1.74M
Puts
$5.75M
Net Calls
-$4.01M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
1
New Amsterdam Partners
New York
$16.1M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.8M
3
LCP
3
Lombardia Capital Partners
California
$20.2M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$24.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
DIA
2
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
176
Victory Capital Management
Texas
$144K +$18.5K +765 +15%
Canada Life
177
Canada Life
Manitoba, Canada
$135K – – –
SG Americas Securities
178
SG Americas Securities
New York
$118K -$97.3K -4,019 -45%
RFC
179
Russell Frank Company
Washington
$106K -$98.1K -4,048 -48%
HNB
180
Huntington National Bank
Ohio
$104K +$72.6K +3,003 +231%
FMT
181
First Mercantile Trust
Tennessee
$101K +$101K +4,150 New
RCM
182
Riverhead Capital Management
Delaware
$92K +$92K +3,800 New
RBA
183
Richard Bernstein Advisors
New York
$81K – – –
SIC
184
Schwartz Investment Counsel
Michigan
$80K -$727K -30,000 -90%
MFS
185
MSI Financial Services
Massachusetts
$79K +$362 +15 +0.5%
FIM
186
Freedom Investment Management
Connecticut
$75K +$12.8K +2,456 +21%
OMCS
187
Old Mutual Customised Solutions
South Africa
$70K – – –
Creative Planning
188
Creative Planning
Kansas
$66K +$66K +2,725 New
UBS Group
189
UBS Group
Switzerland
$65K -$19.4K -800 -23%
PCM
190
Prelude Capital Management
New York
$61K +$61K +2,500 New
TRCT
191
Tower Research Capital (TRC)
New York
$59K +$17.3K +716 +41%
SFWA
192
Summit Financial Wealth Advisors
Louisiana
$49K – – –
AAM
193
Advisors Asset Management
Colorado
$34K -$2.43K -100 -7%
IRS
194
Invictus RG (Singapore)
Singapore
$19K -$1.25K -51 -6%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$19K +$19K +792 New
NFG
196
Next Financial Group
Texas
$18K -$1.59K -67 -8%
TWI
197
Thomas White International
Illinois
$14K +$14K +575 New
SSB
198
Sandy Spring Bank
Maryland
$13K – – –
WCBA
199
Weaver C. Barksdale & Associates
Tennessee
$13K +$1.24K +50 +11%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$13K +$8.52K +354 +190%
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