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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.97M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$43.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$30.4M
3
HCM
3
Hirzel Capital Management
Texas
$13.3M
4
ERM
4
Elm Ridge Management
New York
$22.3M
5
SCM
5
SG Capital Management
Illinois
$10.6M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$123M
2
HCM
2
Huber Capital Management
California
$22.9M
3
Norges Bank
3
Norges Bank
Norway
$14.2M
4
KIM
4
Kestrel Investment Management
California
$0
5
State Street
5
State Street
Massachusetts
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Hirzel Capital Management
Texas
$13.3M 439,644 +439,644 New
Deutsche Bank
27
Deutsche Bank
Germany
$13.1M 431,062 -135,072 -24%
IB
28
Intrust Bank
Kansas
$11.7M 384,479 -16,582 -4%
Citadel Advisors
29
Citadel Advisors
Florida
$11.7M 383,868 +110,715 +41%
SCM
30
SG Capital Management
Illinois
$10.6M 347,932 +347,932 New
PCMF
31
Private Capital Management (Florida)
Florida
$10.4M 344,140 -6,225 -2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$9.18M 302,453 -68,748 -19%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$9.04M 297,833 +3,151 +1%
BIM
34
BlackRock Investment Management
Delaware
$8.89M 292,741 +2,631 +0.9%
GC
35
Guggenheim Capital
Illinois
$8.57M 282,313 +30,136 +12%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$8.52M 280,579 -29,585 -10%
Federated Hermes
37
Federated Hermes
Pennsylvania
$7.22M 237,900 -7,259 -3%
First Trust Advisors
38
First Trust Advisors
Illinois
$7.12M 234,562 -73 -0%
TCIM
39
TIAA CREF Investment Management
New York
$7.03M 231,597 -7,007 -3%
Wells Fargo
40
Wells Fargo
California
$5.91M 194,834 -51,395 -21%
Charles Schwab
41
Charles Schwab
California
$5.86M 193,055 +7,776 +4%
Goldman Sachs
42
Goldman Sachs
New York
$5.67M 186,956 -44,856 -19%
CCM
43
Cadian Capital Management
New York
$5.65M 186,000 +186,000 New
MG
44
Markel Group
Virginia
$5.28M 174,000 +64,000 +58%
CAM
45
Cubic Asset Management
Massachusetts
$5.18M 170,705 +5,075 +3%
PCM
46
Portolan Capital Management
Massachusetts
$5.15M 169,744 +77,001 +83%
CCM
47
Coe Capital Management
Illinois
$4.72M 155,575 +155,575 New
IMIM
48
Irving Magee Investment Management
Pennsylvania
$4.49M 148,061 – –
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$4.47M 147,341 +6,241 +4%
Principal Financial Group
50
Principal Financial Group
Iowa
$4.33M 142,656 +6,283 +5%
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