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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$37K – – –
Parallax Volatility Advisers
202
Parallax Volatility Advisers
California
$33K +$20K +705 +154%
IRS
203
Invictus RG (Singapore)
Singapore
$24K +$24K +829 New
NFG
204
Next Financial Group
Texas
$23K – – –
SSB
205
Sandy Spring Bank
Maryland
$15K +$15K +520 New
WCBA
206
Weaver C. Barksdale & Associates
Tennessee
$13K -$905 -33 -7%
GXMC
207
Global X Management Company
New York
$12K -$8.15K -290 -40%
CHP
208
Cable Hill Partners
Oregon
$10K -$13.6K -442 -58%
CFA
209
Carroll Financial Associates
North Carolina
$9K +$9K +300 New
GAM
210
Gemmer Asset Management
California
$6K – – –
VFA
211
Virtus Fund Advisers
Connecticut
$5K -$27.1K -884 -84%
US Bancorp
212
US Bancorp
Minnesota
$5K – – –
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$5K – – –
DAM
214
Delta Asset Management
Tennessee
$4K – – –
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$3K -$8.14K -209 -73%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.9K +$21 +729 +0.7%
ASN
217
Advisory Services Network
Georgia
$2K -$2.54K -75 -56%
IWM
218
Integrated Wealth Management
California
$1K +$1K +35 New
W
219
Wealthfront
California
$1K +$1K +39 New
Nuveen Asset Management
220
Nuveen Asset Management
Illinois
$978 -$5 -172 -0.5%
Bessemer Group
221
Bessemer Group
New Jersey
– -$5.63M -205,098 Closed
HCM
222
Huber Capital Management
California
– -$1.48M -54,000 Closed
POA
223
Pergamon Offshore Advisors
New York
– -$989K -36,056 Closed
NI
224
Numeric Investors
Massachusetts
– -$678K -24,700 Closed
GMIM
225
General Motors Investment Management
New York
– -$584K -21,299 Closed
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