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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.97M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$43.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$30.4M
3
HCM
3
Hirzel Capital Management
Texas
$13.3M
4
ERM
4
Elm Ridge Management
New York
$22.3M
5
SCM
5
SG Capital Management
Illinois
$10.6M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$123M
2
HCM
2
Huber Capital Management
California
$22.9M
3
Norges Bank
3
Norges Bank
Norway
$14.2M
4
KIM
4
Kestrel Investment Management
California
$0
5
State Street
5
State Street
Massachusetts
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$4.28M 140,894 +837 +0.6%
AIG
52
American International Group
New York
$4.22M 139,036 +191 +0.1%
Invesco
53
Invesco
Georgia
$4.01M 131,979 -2,807 -2%
Ameriprise
54
Ameriprise
Minnesota
$3.95M 130,293 -2,381 -2%
LAM
55
Lingohr Asset Management
Germany
$3.92M 129,200 +56,800 +78%
NI
56
NFC Investments
Tennessee
$3.46M 113,880 -5,650 -5%
KCM
57
Kennedy Capital Management
Missouri
$3.45M 113,615 +13,480 +13%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.26M 107,261 -34,740 -24%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$3M 98,774 -200 -0.2%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.96M 97,463 +1,053 +1%
PPA
61
Parametric Portfolio Associates
Washington
$2.84M 93,689 -4,870 -5%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.69M 88,944 +2,005 +2%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$2.68M 88,375 -68,607 -44%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$2.55M 83,977 -959 -1%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.52M 82,960 -17,990 -18%
Axa
66
Axa
France
$2.39M 78,900 +7,100 +10%
STC
67
SEI Trust Company
Pennsylvania
$2.36M 77,800 +77,800 New
CF
68
CNA Financial
Illinois
$2.34M 76,925 -13,175 -15%
TA
69
Teachers Advisors
New York
$2.19M 72,211 – –
Prudential Financial
70
Prudential Financial
New Jersey
$2.15M 70,841 -72,041 -50%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$1.99M 65,461 -861 -1%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$1.97M 64,797 -47,802 -42%
CIC
73
Crawford Investment Counsel
Georgia
$1.92M 63,350 -56,550 -47%
Macquarie Group
74
Macquarie Group
Australia
$1.81M 59,700 +59,700 New
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.75M 57,500 -1,100 -2%
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