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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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
RRAM
2
River Road Asset Management
Kentucky
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.2M
4
Northern Trust
4
Northern Trust
Illinois
$19.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$71.1M 4,487,272 +12,565 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.4M 3,870,771 +358,501 +10%
BFA
3
BlackRock Fund Advisors
California
$52.6M 3,318,496 +817,206 +33%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$46.4M 2,925,000 -4,375,000 -60%
Pzena Investment Management
5
Pzena Investment Management
New York
$28.3M 1,783,256 -10,435 -0.6%
State Street
6
State Street
Massachusetts
$25.7M 1,620,916 -552,846 -25%
BIP
7
Brandes Investment Partners
California
$22.4M 1,412,081 +337,719 +31%
BIT
8
BlackRock Institutional Trust
California
$22.2M 1,398,249 -270,659 -16%
LSV Asset Management
9
LSV Asset Management
Illinois
$22M 1,390,508 -1,500 -0.1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$20.2M 1,271,899 -983,951 -44%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$20.1M 1,270,470 -40,800 -3%
Northern Trust
12
Northern Trust
Illinois
$19.7M 1,206,432 -657,999 -35%
Morgan Stanley
13
Morgan Stanley
New York
$18.3M 1,156,894 +745,169 +181%
Norges Bank
14
Norges Bank
Norway
$17.8M 1,123,126 +187,924 +20%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.3M 1,028,199 +87,591 +9%
LCP
16
Lombardia Capital Partners
California
$14.9M 939,950 -269,495 -22%
RA
17
Royce & Associates
New York
$14.9M 939,879 +133,000 +16%
ERM
18
Elm Ridge Management
New York
$12.9M 816,608 +56,839 +7%
Renaissance Technologies
19
Renaissance Technologies
New York
$12.8M 808,210 +377,200 +88%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.5M 787,325 +288,225 +58%
O
21
OppenheimerFunds
New York
$10.9M 688,340 +653,886 +1,898%
TSW
22
Thompson Siegel & Walmsley
Virginia
$10.9M 685,084 -129,357 -16%
PCM
23
Portolan Capital Management
Massachusetts
$10.7M 673,936 +532,736 +377%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M 660,300 +609,900 +1,210%
Artisan Partners
25
Artisan Partners
Wisconsin
$9.74M 614,602 -108,595 -15%
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