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Upbound Group
UPBD

Overview Fund Activity

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$52.6M
2
Morgan Stanley
Morgan Stanley
New York
$18.3M
3
O
OppenheimerFunds
New York
$10.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M
5
PCM
Portolan Capital Management
Massachusetts
$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
Northern Trust
Illinois
$19.7M
5
Boston Partners
Boston Partners
Massachusetts
$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
201
Retirement Systems of Alabama
Alabama
– -$1.02M -68,189 Closed
CIC
202
Crawford Investment Counsel
Georgia
– -$984K -65,700 Closed
Balyasny Asset Management
203
Balyasny Asset Management
Illinois
– -$953K -63,650 Closed
DCM
204
Dynamic Capital Management
Jersey
– -$855K -57,141 Closed
LCM
205
Landscape Capital Management
New Jersey
– -$813K -54,280 Closed
Allianz Asset Management
206
Allianz Asset Management
Germany
– -$722K -48,208 Closed
Tudor Investment Corp
207
Tudor Investment Corp
Connecticut
– -$655K -43,783 Closed
Group One Trading
208
Group One Trading
Illinois
– -$595K -39,763 Closed
MOACM
209
Mutual of America Capital Management
New York
– -$490K -32,751 Closed
LMGAM
210
Liberty Mutual Group Asset Management
Massachusetts
– -$489K -32,603 Closed
Squarepoint
211
Squarepoint
New York
– -$480K -32,060 Closed
TBAM
212
True Bearing Asset Management
California
– -$385K -25,744 Closed
SOMRS
213
State of Michigan Retirement System
Michigan
– -$311K -20,800 Closed
BCM
214
BlueCrest Capital Management
Jersey
– -$304K -20,309 Closed
EGM
215
Engineers Gate Manager
New York
– -$281K -18,800 Closed
FA
216
FDx Advisors
Illinois
– -$279K -18,649 Closed
ProShare Advisors
217
ProShare Advisors
Maryland
– -$261K -17,435 Closed
VKH
218
Virtu KCG Holdings
New York
– -$248K -16,553 Closed
HighTower Advisors
219
HighTower Advisors
Illinois
– -$236K -15,958 Closed
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$230K -15,386 Closed
Rafferty Asset Management
221
Rafferty Asset Management
New York
– -$216K -14,374 Closed
ONB
222
Old National Bancorp
Indiana
– -$191K -12,790 Closed
AIP
223
Ameritas Investment Partners
Nebraska
– -$178K -11,869 Closed
Victory Capital Management
224
Victory Capital Management
Texas
– -$136K -9,114 Closed
Macquarie Group
225
Macquarie Group
Australia
– -$127K -8,500 Closed
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