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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M 5,500,000 – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$109M 4,504,484 -1,112 -0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.6M 3,488,245 -778,893 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$83M 3,422,367 +47,583 +1%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$59.6M 2,459,000 +42,449 +2%
BFA
6
BlackRock Fund Advisors
California
$59.3M 2,446,926 +727 +0%
WHG
7
Westwood Holdings Group
Texas
$50.2M 2,069,582 -299,786 -13%
State Street
8
State Street
Massachusetts
$49.6M 2,043,572 -35,703 -2%
Northern Trust
9
Northern Trust
Illinois
$46.5M 1,918,586 +43,829 +2%
HCM
10
Hirzel Capital Management
Texas
$46.3M 1,908,338 -160,000 -8%
BIT
11
BlackRock Institutional Trust
California
$38.9M 1,605,473 +100,937 +7%
LSV Asset Management
12
LSV Asset Management
Illinois
$33.7M 1,390,635 +37,200 +3%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$32.9M 1,354,770 -21,360 -2%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$24.8M 1,021,350 +288,930 +39%
Pzena Investment Management
15
Pzena Investment Management
New York
$21.1M 871,989 -17,455 -2%
Artisan Partners
16
Artisan Partners
Wisconsin
$21M 863,961 -109,236 -11%
LCP
17
Lombardia Capital Partners
California
$20.2M 834,293 +412,362 +98%
RA
18
Royce & Associates
New York
$19.7M 814,108 +21,000 +3%
Norges Bank
19
Norges Bank
Norway
$19.5M 802,670 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.4M 800,648 -14,378 -2%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$19.3M 795,749 +188,817 +31%
ERM
22
Elm Ridge Management
New York
$19.1M 786,111 +12,326 +2%
BIP
23
Brandes Investment Partners
California
$17.1M 703,336 +173,635 +33%
Boston Partners
24
Boston Partners
Massachusetts
$16.1M 665,376 +11,751 +2%
NAP
25
New Amsterdam Partners
New York
$16.1M 662,919 +662,919 New
1
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