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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$43.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$169M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
26
Amundi Asset Management US
Massachusetts
$20.4M 536,020 -75,910 -12%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$20M 523,671 -119,513 -19%
Norges Bank
28
Norges Bank
Norway
$19.8M 520,741 – –
Federated Hermes
29
Federated Hermes
Pennsylvania
$14.9M 391,192 +5,904 +2%
Victory Capital Management
30
Victory Capital Management
Texas
$13.9M 364,109 +364,109 New
OCG
31
Opus Capital Group
Ohio
$13.8M 361,654 +2,242 +0.6%
IB
32
Intrust Bank
Kansas
$13.7M 360,732 -2,499 -0.7%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$12.2M 321,033 -10,564 -3%
BIM
34
BlackRock Investment Management
Delaware
$12.1M 316,961 -9,488 -3%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$11.7M 307,238 -1,190 -0.4%
VNIM
36
Vaughan Nelson Investment Management
Texas
$11.1M 290,375 +10,825 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$10.7M 280,024 +28,600 +11%
Axa
38
Axa
France
$10.4M 272,133 -7,600 -3%
Citadel Advisors
39
Citadel Advisors
Florida
$9.69M 254,362 +96,180 +61%
KCM
40
Kennedy Capital Management
Missouri
$9.56M 250,742 -191,095 -43%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$9.53M 250,000 -350,000 -58%
TCIM
42
TIAA CREF Investment Management
New York
$9.47M 248,448 -30,326 -11%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$9.43M 247,551 -5,247 -2%
SC
44
Skylands Capital
Wisconsin
$9.32M 244,600 -60,375 -20%
MOACM
45
Mutual of America Capital Management
New York
$8.96M 235,218 +774 +0.3%
Goldman Sachs
46
Goldman Sachs
New York
$8.49M 222,666 +37,889 +21%
Canada Life
47
Canada Life
Manitoba, Canada
$8.21M 216,559 +19,995 +10%
MC
48
MIG Capital
California
$8.11M 212,826 – –
Wells Fargo
49
Wells Fargo
California
$7.95M 208,478 -6,965 -3%
MNA
50
Manning & Napier Advisors
New York
$7.12M 186,810 -13,170 -7%
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