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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$5.57M 167,001 +160,671 +2,538%
Charles Schwab
52
Charles Schwab
California
$5.54M 166,202 +8,882 +6%
Prudential Financial
53
Prudential Financial
New Jersey
$5.47M 163,941 +108,670 +197%
IMIM
54
Irving Magee Investment Management
Pennsylvania
$4.94M 148,061 – –
BRCA
55
Birch Run Capital Advisors
Texas
$4.93M 148,000 – –
CS
56
Credit Suisse
Switzerland
$4.85M 145,565 +44,690 +44%
NFA
57
Nationwide Fund Advisors
Ohio
$4.83M 144,835 -1,849 -1%
AIG
58
American International Group
New York
$4.79M 143,670 -5,836 -4%
Principal Financial Group
59
Principal Financial Group
Iowa
$4.52M 135,403 +793 +0.6%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$4.19M 125,630 -10,502 -8%
NI
61
NFC Investments
Tennessee
$4.18M 125,340 +1,250 +1%
PCM
62
Portolan Capital Management
Massachusetts
$3.97M 119,013 +61,717 +108%
AllianceBernstein
63
AllianceBernstein
Tennessee
$3.89M 116,750 -8,350 -7%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$3.69M 110,574 -8,100 -7%
MAA
65
Managed Account Advisors
New Jersey
$3.61M 108,404 -8,927 -8%
PPA
66
Parametric Portfolio Associates
Washington
$3.48M 104,231 +1,277 +1%
Renaissance Technologies
67
Renaissance Technologies
New York
$3.45M 103,610 +103,610 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.22M 96,710 +700 +0.7%
Deutsche Bank
69
Deutsche Bank
Germany
$3.11M 93,176 -1,430 -2%
NTCOC
70
Northern Trust Company of Connecticut
Connecticut
$3.08M 92,287 -2,493 -3%
Morgan Stanley
71
Morgan Stanley
New York
$3.06M 91,877 -57,888 -39%
B
72
Baird
Wisconsin
$2.99M 89,683 +1,750 +2%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$2.98M 89,264 +4,280 +5%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$2.83M 84,961 +533 +0.6%
AQR Capital Management
75
AQR Capital Management
Connecticut
$2.75M 82,568 +22,838 +38%
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