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Upbound Group
UPBD

Overview Fund Activity

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$33.3M
2
EC
2
Engaged Capital
California
$25.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.5M
4
BFA
4
BlackRock Fund Advisors
California
$48.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$6.66M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
3
Lombardia Capital Partners
California
$7.57M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
176
Millennium Management
New York
– -$4.94M -390,821 Closed
NI
177
Numeric Investors
Massachusetts
– -$2.53M -200,423 Closed
HI
178
HBK Investments
Texas
– -$2.22M -175,600 Closed
KPF
179
K2 Principal Fund
Ontario, Canada
– -$2M -158,492 Closed
IMIM
180
Irving Magee Investment Management
Pennsylvania
– -$1.87M -148,127 Closed
TC
181
TFS Capital
Pennsylvania
– -$1.75M -138,383 Closed
CCM
182
Century Capital Management
Massachusetts
– -$888K -70,273 Closed
EMG
183
Ellington Management Group
Connecticut
– -$846K -66,900 Closed
KCM
184
Kennedy Capital Management
Missouri
– -$799K -63,203 Closed
EGM
185
Engineers Gate Manager
New York
– -$762K -60,262 Closed
BPM
186
Bowling Portfolio Management
Ohio
– -$531K -42,017 Closed
NAM
187
NorthCoast Asset Management
Connecticut
– -$523K -41,367 Closed
MLM
188
Mount Lucas Management
Pennsylvania
– -$511K -40,446 Closed
Walleye Trading
189
Walleye Trading
New York
– -$449K -35,540 Closed
RJFSA
190
Raymond James Financial Services Advisors
Florida
– -$415K -32,836 Closed
SG Americas Securities
191
SG Americas Securities
New York
– -$328K -25,924 Closed
SCM
192
Stevens Capital Management
Pennsylvania
– -$219K -17,344 Closed
KBC Group
193
KBC Group
Belgium
– -$29K -2,271 Closed
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
– -$28K -2,270 Closed
SEI Investments
195
SEI Investments
Pennsylvania
– -$28K -2,239 Closed
CAM
196
ClariVest Asset Management
California
– -$21K -1,700 Closed
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
– -$8K -600 Closed
US Bancorp
198
US Bancorp
Minnesota
– -$3K -215 Closed
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