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Upbound Group
UPBD

Overview Fund Activity

214 hedge funds and large institutions have $1.42B invested in Upbound Group in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
92
Reduced
69
Closed
30
Calls
$1.74M
Puts
$5.75M
Net Calls
-$4.01M
Net Calls Change
+$5.48M

Top Buyers

1
NAP
1
New Amsterdam Partners
New York
$16.1M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.8M
3
LCP
3
Lombardia Capital Partners
California
$20.2M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$24.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.29M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M
2
DIA
2
Denver Investment Advisors
Colorado
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
201
Global X Management Company
New York
$11K +$877 +37 +9%
CFA
202
Carroll Financial Associates
North Carolina
$7K – – –
GAM
203
Gemmer Asset Management
California
$6K – – –
US Bancorp
204
US Bancorp
Minnesota
$5K +$799 +35 +19%
VFA
205
Virtus Fund Advisers
Connecticut
$4K – – –
DAM
206
Delta Asset Management
Tennessee
$3K – – –
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.47K -$13 -552 -0.5%
Parallax Volatility Advisers
208
Parallax Volatility Advisers
California
$2K -$33.2K -1,096 -94%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$1K -$400 -22 -29%
Bessemer Group
210
Bessemer Group
New Jersey
$1K +$1K +25 New
Nuveen Asset Management
211
Nuveen Asset Management
Illinois
$837 – – –
DIA
212
Denver Investment Advisors
Colorado
– -$14.1M -498,561 Closed
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
– -$11.8M -415,705 Closed
Two Sigma Investments
214
Two Sigma Investments
New York
– -$9.3M -328,041 Closed
HCM
215
Highbridge Capital Management
New York
– -$6.3M -222,285 Closed
TC
216
TFS Capital
Pennsylvania
– -$4.69M -165,453 Closed
HSA
217
Hussman Strategic Advisors
Maryland
– -$4.25M -150,000 Closed
Capital Fund Management (CFM)
218
Capital Fund Management (CFM)
France
– -$3.62M -127,703 Closed
American Century Companies
219
American Century Companies
Missouri
– -$3.45M -121,592 Closed
HHC
220
Hutchin Hill Capital
New York
– -$3.11M -109,600 Closed
ARTA
221
A.R.T. Advisors
New York
– -$2.98M -105,133 Closed
Acadian Asset Management
222
Acadian Asset Management
Massachusetts
– -$1.41M -49,688 Closed
PP
223
PDT Partners
New York
– -$1.32M -46,499 Closed
HI
224
HBK Investments
Texas
– -$1.27M -44,700 Closed
EGM
225
Engineers Gate Manager
New York
– -$1.15M -40,400 Closed
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