UPBD icon

Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
Morgan Stanley
New York
$18.3M
3
O
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
Northern Trust
Illinois
$19.7M
5
Boston Partners
Boston Partners
Massachusetts
$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
176
Geode Capital Management
Massachusetts
$7.86K +$490 +30,924 +7%
NFG
177
Next Financial Group
Texas
$6K – – –
CFA
178
Carroll Financial Associates
North Carolina
$4K – – –
ASN
179
Advisory Services Network
Georgia
$4K – – –
JPMorgan Chase & Co
180
JPMorgan Chase & Co
New York
$4K +$4K +270 New
US Bancorp
181
US Bancorp
Minnesota
$3K -$1.27K -92 -30%
GAM
182
Gemmer Asset Management
California
$3K +$260 +18 +9%
CCA
183
Checchi Capital Advisers
California
$3K +$3K +197 New
S
184
SignatureFD
Georgia
$3K +$3K +197 New
DAM
185
Delta Asset Management
Tennessee
$2K – – –
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$2K – – –
WA
187
WealthTrust-Arizona
Arizona
$2K +$2K +100 New
HW
188
Hancock Whitney
Mississippi
$761 +$761 +48,037 New
Nuveen Asset Management
189
Nuveen Asset Management
Illinois
$204 -$341 -21,503 -63%
RRAM
190
River Road Asset Management
Kentucky
– -$18.2M -1,215,916 Closed
TC
191
TFS Capital
Pennsylvania
– -$5.71M -381,410 Closed
Westfield Capital Management
192
Westfield Capital Management
Massachusetts
– -$4.13M -276,120 Closed
WHG
193
Westwood Holdings Group
Texas
– -$3.75M -250,522 Closed
Bessemer Group
194
Bessemer Group
New Jersey
– -$2.4M -160,000 Closed
KCM
195
Key Colony Management
Arkansas
– -$2.02M -148,600 Closed
HCM
196
Highbridge Capital Management
New York
– -$1.77M -118,223 Closed
HHC
197
Hutchin Hill Capital
New York
– -$1.76M -117,500 Closed
AQR Capital Management
198
AQR Capital Management
Connecticut
– -$1.65M -110,342 Closed
BCM
199
BlueMar Capital Management
Florida
– -$1.55M -103,300 Closed
KBC Group
200
KBC Group
Belgium
– -$1.08M -71,837 Closed
6 7
8
9 10