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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $664M invested in Upbound Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 27 closing their positions.

Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
77
Reduced
61
Closed
27
Calls
$1.66M
Puts
$8.34M
Net Calls
-$6.68M
Net Calls Change
-$6.76M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M
3
PCM
3
Peregrine Capital Management
Minnesota
$6.08M
4
FCM
4
Frontier Capital Management
Massachusetts
$4.78M
5
BFA
5
BlackRock Fund Advisors
California
$46.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
O
2
OppenheimerFunds
New York
$1.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M
4
Wells Fargo
4
Wells Fargo
California
$241K
5
QI
5
QS Investors
New York
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$74.4M 5,888,839 +1,291,441 +28%
BFA
2
BlackRock Fund Advisors
California
$46.9M 3,711,500 +291,330 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M 3,067,384 -663,416 -18%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$24.4M 1,929,963 +1,667,921 +637%
Pzena Investment Management
5
Pzena Investment Management
New York
$23.1M 1,825,479 +48,071 +3%
BIP
6
Brandes Investment Partners
California
$18.6M 1,467,550 +35,724 +2%
State Street
7
State Street
Massachusetts
$18.5M 1,464,557 -114,498 -7%
TSW
8
Thompson Siegel & Walmsley
Virginia
$18.3M 1,446,281 +227,809 +19%
LSV Asset Management
9
LSV Asset Management
Illinois
$17.9M 1,414,908 – –
Morgan Stanley
10
Morgan Stanley
New York
$17.6M 1,396,222 -315,328 -18%
Norges Bank
11
Norges Bank
Norway
$17.3M 1,433,484 +130,330 +10%
BIT
12
BlackRock Institutional Trust
California
$17.2M 1,362,546 -44,088 -3%
LCP
13
Lombardia Capital Partners
California
$15.4M 1,218,633 +67,354 +6%
Charles Schwab
14
Charles Schwab
California
$15.1M 1,198,370 +188,464 +19%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.6M 1,154,419 +106,164 +10%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$14.6M 1,152,970 -44,700 -4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$11.1M 878,010 +255,728 +41%
Invesco
18
Invesco
Georgia
$10.3M 815,132 +205,000 +34%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.1M 800,800 -43,650 -5%
AL
20
AJO LP
Pennsylvania
$9.33M 738,365 +127,446 +21%
ERM
21
Elm Ridge Management
New York
$8.93M 706,406 +21,587 +3%
Northern Trust
22
Northern Trust
Illinois
$8.65M 684,038 +2,234 +0.3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$8.64M 683,386 -27,048 -4%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$8.55M 676,400 -71,700 -10%
RA
25
Royce & Associates
New York
$8.03M 635,591 -270,988 -30%
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