UPBD icon

Upbound Group
UPBD

Overview Fund Activity

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$33.3M
2
EC
2
Engaged Capital
California
$25.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.5M
4
BFA
4
BlackRock Fund Advisors
California
$48.1M
5
Canada Life
5
Canada Life
Manitoba, Canada
$6.66M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.3M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$0
3
LCP
3
Lombardia Capital Partners
California
$7.57M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$467K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$77.5M 6,892,502 +1,003,663 +17%
BFA
2
BlackRock Fund Advisors
California
$48.1M 4,273,434 +561,934 +15%
FCM
3
Frontier Capital Management
Massachusetts
$33.3M 2,956,302 +2,578,360 +682%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.9M 2,387,924 +457,961 +24%
EC
5
Engaged Capital
California
$25.9M 2,302,376 +2,302,376 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.3M 2,252,624 -814,760 -27%
BIP
7
Brandes Investment Partners
California
$21.5M 1,910,232 +442,682 +30%
Pzena Investment Management
8
Pzena Investment Management
New York
$19.6M 1,738,738 -86,741 -5%
State Street
9
State Street
Massachusetts
$17.9M 1,593,327 +128,770 +9%
BIT
10
BlackRock Institutional Trust
California
$16.4M 1,459,196 +96,650 +7%
Norges Bank
11
Norges Bank
Norway
$16.1M 1,433,484 – –
LSV Asset Management
12
LSV Asset Management
Illinois
$15.9M 1,414,908 – –
Charles Schwab
13
Charles Schwab
California
$15.5M 1,377,466 +179,096 +15%
TSW
14
Thompson Siegel & Walmsley
Virginia
$12.2M 1,084,862 -361,419 -25%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$11.3M 1,006,170 -146,800 -13%
Morgan Stanley
16
Morgan Stanley
New York
$11.2M 994,258 -401,964 -29%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11M 979,248 -175,171 -15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$8.77M 779,930 +96,544 +14%
AL
19
AJO LP
Pennsylvania
$8.58M 762,676 +24,311 +3%
ERM
20
Elm Ridge Management
New York
$8.13M 722,772 +16,366 +2%
Invesco
21
Invesco
Georgia
$7.94M 705,904 -109,228 -13%
LCP
22
Lombardia Capital Partners
California
$7.57M 672,782 -545,851 -45%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.34M 652,808 -147,992 -18%
Northern Trust
24
Northern Trust
Illinois
$7.21M 640,628 -43,410 -6%
Canada Life
25
Canada Life
Manitoba, Canada
$6.66M 590,689 +520,073 +736%
1
2 3 4 5