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Upbound Group
UPBD

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.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 192 → 188 (-4)

25% less capital invested

Capital invested by funds: $1.96B → $1.46B (-$495M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

88% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $13.6M

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
Westwood Holdings Group
Texas
+$32.7M
2
HCM
Hirzel Capital Management
Texas
+$23.4M
3
LCP
Lombardia Capital Partners
California
+$12.9M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.19M
5
Bessemer Group
Bessemer Group
New Jersey
+$6.25M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.1M
2
Artisan Partners
Artisan Partners
Wisconsin
-$22.9M
3
SAM
Scopus Asset Management
New York
-$15.4M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$9.34M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
26
First Wilshire Securities Management
California
$13.4M -$3.91M -128,211 -21%
IB
27
Intrust Bank
Kansas
$10.4M +$28.4K +932 +0.2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$10M – – –
PCMF
29
Private Capital Management (Florida)
Florida
$9.55M +$257K +8,450 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.81M +$611K +20,063 +7%
BIM
31
BlackRock Investment Management
Delaware
$8.05M +$99.2K +3,255 +1%
Ameriprise
32
Ameriprise
Minnesota
$7.31M +$62.2K +2,040 +0.8%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.47M +$7.19M +235,838 New
Charles Schwab
34
Charles Schwab
California
$6.1M +$491K +16,126 +8%
MG
35
Markel Group
Virginia
$5.9M +$762K +25,000 +13%
TCIM
36
TIAA CREF Investment Management
New York
$5.89M -$132K -4,334 -2%
GC
37
Guggenheim Capital
Illinois
$5.87M +$2.32M +76,121 +55%
Bessemer Group
38
Bessemer Group
New Jersey
$5.63M +$6.25M +205,098 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$5.37M +$1.23M +40,284 +26%
Deutsche Bank
40
Deutsche Bank
Germany
$5.36M -$4.59M -150,607 -44%
Wells Fargo
41
Wells Fargo
California
$5.25M -$130K -4,279 -2%
SEI Investments
42
SEI Investments
Pennsylvania
$5.01M +$2.45M +80,400 +79%
Goldman Sachs
43
Goldman Sachs
New York
$4.67M +$930K +30,506 +22%
GCP
44
GSA Capital Partners
United Kingdom
$4.27M +$3.4M +111,733 +255%
Principal Financial Group
45
Principal Financial Group
Iowa
$4.2M +$258K +8,480 +6%
HSA
46
Hussman Strategic Advisors
Maryland
$4.2M +$4.57M +150,000 +5,000%
IMIM
47
Irving Magee Investment Management
Pennsylvania
$4.06M – – –
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$3.98M +$4.41M +144,874 New
First Trust Advisors
49
First Trust Advisors
Illinois
$3.92M -$1.82M -59,645 -29%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$3.82M -$8.36M -274,230 -66%
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