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Upbound Group
UPBD

Overview Fund Activity

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M
2
AL
2
AJO LP
Pennsylvania
$7.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$15M
5
Charles Schwab
5
Charles Schwab
California
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$941K
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$23K +$1.15K +91 +5%
AG
177
Advisor Group
Arizona
$19K +$19K +1,627 New
WT
178
Whittier Trust
California
$14K – – –
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$14K – – –
Simplex Trading
180
Simplex Trading
Illinois
$13K +$13K +1,129 New
AOWM
181
Alpha Omega Wealth Management
Virginia
$12K +$2.97K +250 +33%
VCM
182
Versant Capital Management
Arizona
$11K -$4.8K -415 -30%
GWM
183
Geneos Wealth Management
Colorado
$10K -$95.2K -7,619 -90%
SSB
184
Sandy Spring Bank
Maryland
$9K -$906 -75 -9%
SC
185
Skylands Capital
Wisconsin
$9K – – –
NFG
186
Next Financial Group
Texas
$9K +$4.5K +400 +100%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$8K -$4.65K -365 -37%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$7K – – –
CG
189
Cutler Group
California
$5K -$95K -8,629 -95%
SWA
190
Sutton Wealth Advisors
Florida
$4.31K -$6.91K -563 -62%
CFA
191
Carroll Financial Associates
North Carolina
$3K – – –
US Bancorp
192
US Bancorp
Minnesota
$2K -$203 -20 -9%
DAM
193
Delta Asset Management
Tennessee
$2K – – –
CCA
194
Checchi Capital Advisers
California
$2K – – –
WA
195
WealthTrust-Arizona
Arizona
$2K +$1K +100 +100%
GAM
196
Gemmer Asset Management
California
$1K -$981 -103 -50%
S
197
SignatureFD
Georgia
$1K -$931 -95 -48%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$1K -$709 -39 -41%
WAM
199
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +115 New
PCM
200
Portolan Capital Management
Massachusetts
– -$10.7M -673,936 Closed
5 6 7
8
9