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Upbound Group
UPBD

Overview Fund Activity

205 hedge funds and large institutions have $851M invested in Upbound Group in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
95
Reduced
54
Closed
43
Calls
$3.03M
Puts
$8.89M
Net Calls
-$5.86M
Net Calls Change
-$1.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$109M
2
RRAM
River Road Asset Management
Kentucky
$18.2M
3
Pzena Investment Management
Pzena Investment Management
New York
$26.9M
4
TC
TFS Capital
Pennsylvania
$5.71M
5
Morgan Stanley
Morgan Stanley
New York
$6.17M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
2
HCM
Hirzel Capital Management
Texas
$0
3
WHG
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
201
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52K – -3 -0%
IA
202
IFP Advisors
Florida
$1K +$1K +40 New
AFP
203
Ausdal Financial Partners
Iowa
$1K +$1K +50 New
QCG
204
Quadrant Capital Group
Ohio
$1K +$1K +70 New
Nuveen Asset Management
205
Nuveen Asset Management
Illinois
$514 -$2 -152 -0.4%
Adage Capital Partners
206
Adage Capital Partners
Massachusetts
– -$59.6M -2,459,000 Closed
HCM
207
Hirzel Capital Management
Texas
– -$46.3M -1,908,338 Closed
Neuberger Berman Group
208
Neuberger Berman Group
New York
– -$19.3M -795,749 Closed
LCM
209
Lomas Capital Management
New York
– -$14.4M -592,762 Closed
IB
210
Intrust Bank
Kansas
– -$9.96M -410,622 Closed
BGIM
211
Brandywine Global Investment Management
Pennsylvania
– -$5.83M -240,538 Closed
OCG
212
Opus Capital Group
Ohio
– -$4.34M -178,822 Closed
BA
213
Boston Advisors
Massachusetts
– -$3.51M -144,523 Closed
SEI Investments
214
SEI Investments
Pennsylvania
– -$3.02M -124,700 Closed
BCM
215
Bridgeway Capital Management
Texas
– -$2.49M -102,700 Closed
MAG
216
Millrace Asset Group
Pennsylvania
– -$2.04M -84,154 Closed
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.53M -62,950 Closed
CIP
218
Convergence Investment Partners
Florida
– -$1.45M -59,770 Closed
SO
219
STRS Ohio
Ohio
– -$948K -39,100 Closed
SCP
220
Scoria Capital Partners
Connecticut
– -$858K -35,400 Closed
FCH
221
Freestone Capital Holdings
Washington
– -$840K -34,631 Closed
SAM
222
Sequent Asset Management
Texas
– -$630K -26,007 Closed
VIA
223
Vident Investment Advisory
Georgia
– -$584K -24,101 Closed
PI
224
Putnam Investments
Massachusetts
– -$530K -21,843 Closed
CIA
225
Capital Impact Advisors
Massachusetts
– -$423K -17,458 Closed
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