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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$29.9M
2
ERM
2
Elm Ridge Management
New York
$9.06M
3
Millennium Management
3
Millennium Management
New York
$6.48M
4
BIP
4
Brandes Investment Partners
California
$21.5M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$44.1M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
HCM
2
Huber Capital Management
California
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$3.81M
4
GC
4
Guggenheim Capital
Illinois
$7.23M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.83M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$10.6M 371,201 +8,607 +2%
PCMF
27
Private Capital Management (Florida)
Florida
$10M 350,365 -11,525 -3%
ERM
28
Elm Ridge Management
New York
$9.06M 315,923 +315,923 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$8.9M 310,164 -33,294 -10%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.45M 294,682 +5,582 +2%
BIM
31
BlackRock Investment Management
Delaware
$8.32M 290,110 -18,600 -6%
MC
32
MIG Capital
California
$8.3M 289,400 -36,600 -11%
B
33
Barings
North Carolina
$7.99M 278,605 +84,623 +44%
Citadel Advisors
34
Citadel Advisors
Florida
$7.83M 273,153 -322,129 -54%
GC
35
Guggenheim Capital
Illinois
$7.23M 252,177 -327,573 -57%
Wells Fargo
36
Wells Fargo
California
$7.06M 246,229 +44,816 +22%
Federated Hermes
37
Federated Hermes
Pennsylvania
$7.03M 245,159 -5,382 -2%
TCIM
38
TIAA CREF Investment Management
New York
$6.84M 238,604 -3,347 -1%
First Trust Advisors
39
First Trust Advisors
Illinois
$6.73M 234,635 +80,763 +52%
Goldman Sachs
40
Goldman Sachs
New York
$6.65M 231,812 +7,059 +3%
Millennium Management
41
Millennium Management
New York
$6.48M 225,841 +215,839 +2,158%
Charles Schwab
42
Charles Schwab
California
$5.31M 185,279 +5,519 +3%
CAM
43
Cubic Asset Management
Massachusetts
$4.75M 165,630 -2,175 -1%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$4.5M 156,982 -88,542 -36%
IMIM
45
Irving Magee Investment Management
Pennsylvania
$4.25M 148,061 – –
MOACM
46
Mutual of America Capital Management
New York
$4.2M 146,375 +1,773 +1%
Prudential Financial
47
Prudential Financial
New Jersey
$4.1M 142,882 -94,959 -40%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.07M 142,001 -13,869 -9%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$4.05M 141,100 +12,790 +10%
NFA
50
Nationwide Fund Advisors
Ohio
$4.02M 140,057 -1,941 -1%
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