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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
201
Jane Street
New York
– – -15,767 Closed
HW
202
Hancock Whitney
Mississippi
– – -15,667 Closed
Marshall Wace
203
Marshall Wace
United Kingdom
– – -10,809 Closed
QIM
204
Quantitative Investment Management
Virginia
– – -8,600 Closed
HCC
205
Hirtle Callaghan & Co
Pennsylvania
– – -8,035 Closed
Capital Fund Management (CFM)
206
Capital Fund Management (CFM)
France
– – -8,000 Closed
OL
207
Orbitronix LP
California
– – -7,800 Closed
OTPPB
208
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -7,069 Closed
CCM
209
Catapult Capital Management
New York
– – -1,392 Closed
WTB
210
Washington Trust Bank
Washington
– – -700 Closed
HMS
211
Hanseatic Management Services
New Mexico
– – -423 Closed
WA
212
WFG Advisors
Texas
$0 14 -150 -91%
BRWA
213
B. Riley Wealth Advisors
Florida
– – -100 Closed
W
214
Wealthfront
California
– – -1 Closed
AMH
215
Apollo Management Holdings
New York
– – – –
Walleye Trading
216
Walleye Trading
New York
– – – –
NCM
217
Nantahala Capital Management
Connecticut
– – – –
5 6 7 8
9