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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$89.8M
2
HCM
Hirzel Capital Management
Texas
$47.2M
3
DIA
Denver Investment Advisors
Colorado
$28M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.5M
5
WHG
Westwood Holdings Group
Texas
$70.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$49.6M
2
LCP
Lombardia Capital Partners
California
$8.14M
3
FPA
First Pacific Advisors
California
$6.9M
4
TSW
Thompson Siegel & Walmsley
Virginia
$18.9M
5
HCM
Huber Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Scopus Asset Management
New York
$15.4M +$15.4M +425,000 New
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$15M +$13.6M +374,930 +971%
IB
28
Intrust Bank
Kansas
$13.8M -$182K -5,015 -1%
Deutsche Bank
29
Deutsche Bank
Germany
$12.6M -$3.08M -84,937 -20%
PCMF
30
Private Capital Management (Florida)
Florida
$12.3M -$165K -4,530 -1%
Federated Hermes
31
Federated Hermes
Pennsylvania
$12M +$3.39M +93,223 +39%
PCM
32
Portolan Capital Management
Massachusetts
$11.1M +$4.96M +136,574 +80%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$10.9M +$119K +3,279 +1%
BIM
34
BlackRock Investment Management
Delaware
$10.5M -$89.5K -2,465 -0.8%
Citadel Advisors
35
Citadel Advisors
Florida
$10.2M -$3.72M -102,526 -27%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$10M -$948K -26,182 -9%
Ameriprise
37
Ameriprise
Minnesota
$9.6M +$4.87M +133,985 +103%
LCP
38
Lombardia Capital Partners
California
$8.14M -$38.1M -1,047,873 -82%
WRF
39
Waddell & Reed Financial
Kansas
$7.95M +$7.95M +219,000 New
TCIM
40
TIAA CREF Investment Management
New York
$7.95M -$460K -12,663 -5%
Charles Schwab
41
Charles Schwab
California
$7.49M +$474K +13,046 +7%
First Trust Advisors
42
First Trust Advisors
Illinois
$7.36M -$1.16M -31,931 -14%
KBC Group
43
KBC Group
Belgium
$7.16M +$6.87M +189,275 +2,383%
Wells Fargo
44
Wells Fargo
California
$7.11M +$35K +964 +0.5%
FPA
45
First Pacific Advisors
California
$6.9M -$28M -770,900 -80%
MG
46
Markel Group
Virginia
$6.9M +$581K +16,000 +9%
SAM
47
Skyline Asset Management
Illinois
$6.4M +$6.4M +176,100 New
Prudential Financial
48
Prudential Financial
New Jersey
$6.21M +$3.63M +100,000 +141%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$5.65M -$4.54M -125,078 -45%
IMIM
50
Irving Magee Investment Management
Pennsylvania
$5.38M +$2.25K +62 +0%
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