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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$43.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$169M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$6.75M 177,136 +8,070 +5%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$6.55M 171,824 -40,640 -19%
CAM
53
Cubic Asset Management
Massachusetts
$6.35M 166,585 -850 -0.5%
Charles Schwab
54
Charles Schwab
California
$6.05M 157,320 -2,238 -1%
Morgan Stanley
55
Morgan Stanley
New York
$5.71M 149,765 -45,431 -23%
AIG
56
American International Group
New York
$5.7M 149,506 -11,367 -7%
IMIM
57
Irving Magee Investment Management
Pennsylvania
$5.64M 148,061 – –
BRCA
58
Birch Run Capital Advisors
Texas
$5.64M 148,000 – –
NFA
59
Nationwide Fund Advisors
Ohio
$5.59M 146,684 -4,430 -3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.19M 136,132 -4,331 -3%
Principal Financial Group
61
Principal Financial Group
Iowa
$5.13M 134,610 -6,967 -5%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.81M 126,301 -1,099 -0.9%
AllianceBernstein
63
AllianceBernstein
Tennessee
$4.77M 125,100 -4,300 -3%
NI
64
NFC Investments
Tennessee
$4.73M 124,090 -2,200 -2%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$4.52M 118,674 -2,900 -2%
MAA
66
Managed Account Advisors
New Jersey
$4.47M 117,331 -9,548 -8%
USAA
67
United Services Automobile Association
Texas
$4.31M 113,100 -23,000 -17%
QBFM
68
QS Batterymarch Financial Management
New York
$4.21M 110,350 – –
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$4.01M 105,334 +105,334 New
PPA
70
Parametric Portfolio Associates
Washington
$3.92M 102,954 -1,245 -1%
CS
71
Credit Suisse
Switzerland
$3.85M 100,875 +20,062 +25%
NA
72
NS Advisors
Connecticut
$3.7M 97,189 -114,793 -54%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.66M 96,010 -4,765 -5%
NTCOC
74
Northern Trust Company of Connecticut
Connecticut
$3.61M 94,780 -10,365 -10%
Deutsche Bank
75
Deutsche Bank
Germany
$3.6M 94,606 -20,014 -17%
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