UPBD icon

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.

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

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
HCM
2
Hirzel Capital Management
Texas
$0
3
WHG
3
Westwood Holdings Group
Texas
$3.75M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M 7,300,000 +1,800,000 +33%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$67M 4,474,707 -29,777 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.6M 3,512,270 +89,903 +3%
BFA
4
BlackRock Fund Advisors
California
$37.4M 2,501,290 +54,364 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$33.8M 2,255,850 -1,232,395 -35%
State Street
6
State Street
Massachusetts
$32.5M 2,173,762 +130,190 +6%
Northern Trust
7
Northern Trust
Illinois
$27.9M 1,864,431 -54,155 -3%
Pzena Investment Management
8
Pzena Investment Management
New York
$26.9M 1,793,691 +921,702 +106%
BIT
9
BlackRock Institutional Trust
California
$25M 1,668,908 +63,435 +4%
LSV Asset Management
10
LSV Asset Management
Illinois
$20.8M 1,392,008 +1,373 +0.1%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$19.6M 1,311,270 -43,500 -3%
RRAM
12
River Road Asset Management
Kentucky
$18.2M 1,215,916 +1,215,916 New
LCP
13
Lombardia Capital Partners
California
$18.1M 1,209,445 +375,152 +45%
BIP
14
Brandes Investment Partners
California
$16.1M 1,074,362 +371,026 +53%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.1M 940,608 +139,960 +17%
Norges Bank
16
Norges Bank
Norway
$14M 935,202 +132,532 +17%
TSW
17
Thompson Siegel & Walmsley
Virginia
$12.2M 814,441 +291,424 +56%
RA
18
Royce & Associates
New York
$12.1M 806,879 -7,229 -0.9%
ERM
19
Elm Ridge Management
New York
$11.4M 759,769 -26,342 -3%
Artisan Partners
20
Artisan Partners
Wisconsin
$10.8M 723,197 -140,764 -16%
Boston Partners
21
Boston Partners
Massachusetts
$10.5M 699,256 +33,880 +5%
NAP
22
New Amsterdam Partners
New York
$10.3M 690,824 +27,905 +4%
Charles Schwab
23
Charles Schwab
California
$9M 600,804 +78,491 +15%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$8.5M 567,839 +120,600 +27%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.47M 499,100 +198,600 +66%
1
2 3 4 5