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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OCG
26
Opus Capital Group
Ohio
$12.7M 379,553 +17,899 +5%
IB
27
Intrust Bank
Kansas
$12.1M 362,737 +2,005 +0.6%
Citadel Advisors
28
Citadel Advisors
Florida
$11.7M 351,344 +96,982 +38%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$11.6M 347,019 +66,995 +24%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$11.1M 334,395 +13,362 +4%
VNIM
31
Vaughan Nelson Investment Management
Texas
$10.6M 319,150 +28,775 +10%
BIM
32
BlackRock Investment Management
Delaware
$10.4M 311,499 -5,462 -2%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$9.6M 287,763 -235,908 -45%
Federated Hermes
34
Federated Hermes
Pennsylvania
$9.17M 275,109 -116,083 -30%
Axa
35
Axa
France
$9.01M 270,300 -1,833 -0.7%
SC
36
Skylands Capital
Wisconsin
$8.97M 269,154 +24,554 +10%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$8.96M 268,851 +21,300 +9%
MNA
38
Manning & Napier Advisors
New York
$8.75M 262,500 +75,690 +41%
MC
39
MIG Capital
California
$8.64M 259,000 +46,174 +22%
RA
40
Royce & Associates
New York
$8.47M 254,029 +164,029 +182%
TCIM
41
TIAA CREF Investment Management
New York
$8.26M 247,791 -657 -0.3%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$8.19M 245,670 -61,568 -20%
MOACM
43
Mutual of America Capital Management
New York
$7.65M 229,302 -5,916 -3%
BCM
44
Becker Capital Management
Oregon
$7.28M 218,263 +218,263 New
PCMF
45
Private Capital Management (Florida)
Florida
$7.27M 218,150 +218,150 New
Goldman Sachs
46
Goldman Sachs
New York
$7.16M 214,748 -7,918 -4%
KCM
47
Kennedy Capital Management
Missouri
$6.93M 207,885 -42,857 -17%
Wells Fargo
48
Wells Fargo
California
$6.78M 203,424 -5,054 -2%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.48M 194,324 +17,188 +10%
CAM
50
Cubic Asset Management
Massachusetts
$5.9M 176,830 +10,245 +6%
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