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Upbound Group
UPBD

Overview Fund Activity

201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
89
Reduced
52
Closed
25
Calls
$946K
Puts
$859K
Net Calls
+$87K
Net Calls Change
+$2.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M
2
AL
2
AJO LP
Pennsylvania
$7.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$21M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$15M
5
Charles Schwab
5
Charles Schwab
California
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$941K
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.5M 4,597,398 +726,627 +19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$45.8M 3,730,800 -756,472 -17%
BFA
3
BlackRock Fund Advisors
California
$42M 3,420,170 +101,674 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$27.6M 2,250,000 -675,000 -23%
Pzena Investment Management
5
Pzena Investment Management
New York
$21.8M 1,777,408 -5,848 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$21M 1,711,550 +554,656 +48%
State Street
7
State Street
Massachusetts
$19.4M 1,579,055 -41,861 -3%
BIP
8
Brandes Investment Partners
California
$17.6M 1,431,826 +19,745 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$17.4M 1,414,908 +24,400 +2%
BIT
10
BlackRock Institutional Trust
California
$17.3M 1,406,634 +8,385 +0.6%
Norges Bank
11
Norges Bank
Norway
$16M 1,303,154 +180,028 +16%
TSW
12
Thompson Siegel & Walmsley
Virginia
$15M 1,218,472 +533,388 +78%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$14.7M 1,197,670 -72,800 -6%
LCP
14
Lombardia Capital Partners
California
$14.1M 1,151,279 +211,329 +22%
O
15
OppenheimerFunds
New York
$13.3M 1,081,979 +393,639 +57%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.9M 1,048,255 +20,056 +2%
Charles Schwab
17
Charles Schwab
California
$12.4M 1,009,906 +396,139 +65%
RA
18
Royce & Associates
New York
$11.1M 906,579 -33,300 -4%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.4M 844,450 +57,125 +7%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$9.19M 748,100 +87,800 +13%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.72M 710,434 +214,293 +43%
ERM
22
Elm Ridge Management
New York
$8.41M 684,819 -131,789 -16%
Northern Trust
23
Northern Trust
Illinois
$8.37M 681,804 -524,628 -43%
QI
24
QS Investors
New York
$8.04M 654,934 +379,000 +137%
JIM
25
Jupiter Investment Management
United Kingdom
$7.92M 644,545 +313,642 +95%
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