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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWSM
26
First Wilshire Securities Management
California
$13.5M 490,165 -128,211 -21%
IB
27
Intrust Bank
Kansas
$10.4M 380,396 +932 +0.2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$10M 276,271 – –
PCMF
29
Private Capital Management (Florida)
Florida
$9.55M 348,060 +8,450 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.81M 321,175 +20,063 +7%
BIM
31
BlackRock Investment Management
Delaware
$8.05M 293,531 +3,255 +1%
Ameriprise
32
Ameriprise
Minnesota
$7.31M 266,318 +2,040 +0.8%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.47M 235,838 +235,838 New
Charles Schwab
34
Charles Schwab
California
$6.1M 222,227 +16,126 +8%
MG
35
Markel Group
Virginia
$5.9M 215,000 +25,000 +13%
TCIM
36
TIAA CREF Investment Management
New York
$5.89M 214,600 -4,334 -2%
GC
37
Guggenheim Capital
Illinois
$5.87M 213,861 +76,121 +55%
Bessemer Group
38
Bessemer Group
New Jersey
$5.63M 205,098 +205,098 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$5.37M 195,785 +40,284 +26%
Deutsche Bank
40
Deutsche Bank
Germany
$5.36M 195,518 -150,607 -44%
Wells Fargo
41
Wells Fargo
California
$5.26M 191,519 -4,279 -2%
SEI Investments
42
SEI Investments
Pennsylvania
$5.01M 182,512 +80,400 +79%
Goldman Sachs
43
Goldman Sachs
New York
$4.67M 170,233 +30,506 +22%
GCP
44
GSA Capital Partners
United Kingdom
$4.27M 155,542 +111,733 +255%
Principal Financial Group
45
Principal Financial Group
Iowa
$4.2M 152,994 +8,480 +6%
HSA
46
Hussman Strategic Advisors
Maryland
$4.2M 153,000 +150,000 +5,000%
IMIM
47
Irving Magee Investment Management
Pennsylvania
$4.06M 148,123 – –
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$3.98M 144,874 +144,874 New
First Trust Advisors
49
First Trust Advisors
Illinois
$3.92M 142,986 -59,645 -29%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$3.82M 139,299 -274,230 -66%
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