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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
FCM
3
Frontier Capital Management
Massachusetts
$4.78M
4
BFA
4
BlackRock Fund Advisors
California
$46.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
176
Delta Asset Management
Tennessee
$2K – – –
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$2K +$580 +47 +41%
GAM
178
Gemmer Asset Management
California
$2K +$918 +89 +85%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$1K – – –
Loomis, Sayles & Company
180
Loomis, Sayles & Company
Massachusetts
$1K +$1K +98 New
VOYA Investment Management
181
VOYA Investment Management
Georgia
$292 – – –
Fidelity Investments
182
Fidelity Investments
Massachusetts
– -$27.6M -2,250,000 Closed
Citadel Advisors
183
Citadel Advisors
Florida
– -$4.21M -342,478 Closed
BIM
184
Bogle Investment Management
Massachusetts
– -$2.88M -234,503 Closed
SCA
185
Secor Capital Advisors
New York
– -$2.2M -179,250 Closed
Capital Fund Management (CFM)
186
Capital Fund Management (CFM)
France
– -$2.17M -176,791 Closed
Bank of Nova Scotia
187
Bank of Nova Scotia
Ontario, Canada
– -$2.15M -175,375 Closed
Massachusetts Financial Services
188
Massachusetts Financial Services
Massachusetts
– -$2.02M -164,700 Closed
NAP
189
New Amsterdam Partners
New York
– -$1.07M -87,279 Closed
Lazard Asset Management
190
Lazard Asset Management
New York
– -$799K -65,100 Closed
SCM
191
Sterling Capital Management
North Carolina
– -$546K -44,473 Closed
KCM
192
Key Colony Management
Arkansas
– -$424K -34,528 Closed
SI
193
SII Investments
Wisconsin
– -$375K -30,495 Closed
Allianz Asset Management
194
Allianz Asset Management
Germany
– -$278K -22,611 Closed
CG
195
Clinton Group
New York
– -$199K -16,179 Closed
QSS
196
Quantitative Systematic Strategies
Florida
– -$162K -13,356 Closed
NCMW
197
Northern Capital Management (Wisconsin)
Wisconsin
– -$161K -13,100 Closed
Axa
198
Axa
France
– -$154K -12,500 Closed
VKH
199
Virtu KCG Holdings
New York
– -$125K -10,215 Closed
WS
200
Wedbush Securities
California
– -$124K -10,077 Closed
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