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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$152M
3
Pzena Investment Management
Pzena Investment Management
New York
$40.8M
4
HCM
Huber Capital Management
California
$52M
5
BIP
Brandes Investment Partners
California
$15.5M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$484K
2
Macquarie Group
Macquarie Group
Australia
$0
3
JIR
James Investment Research
Ohio
$13K
4
OCG
Opus Capital Group
Ohio
$0
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$3.78M -$75.5K -2,837 -2%
Principal Financial Group
52
Principal Financial Group
Iowa
$3.68M +$72.7K +2,732 +2%
IG
53
ING Group
Netherlands
$3.59M +$3.59M +135,000 New
Invesco
54
Invesco
Georgia
$3.53M +$2.95M +110,918 +511%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$3.41M +$3.41M +128,310 New
NI
56
NFC Investments
Tennessee
$3.18M -$153K -5,750 -5%
LMGAM
57
Liberty Mutual Group Asset Management
Massachusetts
$2.91M +$1.08M +40,614 +59%
CIC
58
Crawford Investment Counsel
Georgia
$2.82M +$2.35M +88,520 +509%
KBC Group
59
KBC Group
Belgium
$2.82M +$1.8M +67,488 +176%
CF
60
CNA Financial
Illinois
$2.8M +$839K +31,550 +43%
CS
61
Credit Suisse
Switzerland
$2.74M -$1.14M -42,692 -29%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$2.72M -$226K -8,500 -8%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.69M -$413K -15,539 -13%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.58M +$10.6K +400 +0.4%
PPA
65
Parametric Portfolio Associates
Washington
$2.5M -$270K -10,134 -10%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$2.4M +$683K +25,668 +40%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$2.26M -$3.19K -120 -0.1%
SIC
68
Schwartz Investment Counsel
Michigan
$2.24M +$1.18M +44,400 +112%
TA
69
Teachers Advisors
New York
$2.15M +$219K +8,250 +11%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.12M +$2.12M +79,830 New
KCM
71
Kennedy Capital Management
Missouri
$1.93M -$3.6M -135,348 -65%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$1.75M +$7.74K +291 +0.4%
ProShare Advisors
73
ProShare Advisors
Maryland
$1.71M +$574K +21,590 +51%
Axa
74
Axa
France
$1.68M -$5.51M -207,100 -77%
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.59M +$234K +8,800 +17%
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