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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$89.8M
2
HCM
2
Hirzel Capital Management
Texas
$47.2M
3
DIA
3
Denver Investment Advisors
Colorado
$28M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$22.5M
5
WHG
5
Westwood Holdings Group
Texas
$70.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$49.6M
2
LCP
2
Lombardia Capital Partners
California
$8.14M
3
FPA
3
First Pacific Advisors
California
$6.9M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$18.9M
5
HCM
5
Huber Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$5.25M 144,514 +1,858 +1%
Goldman Sachs
52
Goldman Sachs
New York
$5.08M 139,727 -47,229 -25%
NFA
53
Nationwide Fund Advisors
Ohio
$5.07M 139,516 -1,378 -1%
GC
54
Guggenheim Capital
Illinois
$5M 137,740 -144,573 -51%
Invesco
55
Invesco
Georgia
$4.92M 135,438 +3,459 +3%
AIG
56
American International Group
New York
$4.9M 134,998 -4,038 -3%
Millennium Management
57
Millennium Management
New York
$4.06M 111,823 +111,823 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.93M 108,116 +855 +0.8%
PPA
59
Parametric Portfolio Associates
Washington
$3.78M 103,938 +10,249 +11%
SEI Investments
60
SEI Investments
Pennsylvania
$3.71M 102,112 +102,112 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.59M 98,774 – –
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.57M 98,380 +917 +0.9%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$3.09M 85,177 +1,200 +1%
Barclays
64
Barclays
United Kingdom
$2.9M 80,650 +52,752 +189%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.9M 79,710 -3,250 -4%
Macquarie Group
66
Macquarie Group
Australia
$2.87M 78,900 +19,200 +32%
Comerica Bank
67
Comerica Bank
Texas
$2.72M 75,000 +36,605 +95%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.7M 74,190 +48,164 +185%
TA
69
Teachers Advisors
New York
$2.62M 72,211 – –
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$2.38M 65,461 – –
UCFA
71
United Capital Financial Advisors
Texas
$2.37M 65,377 +34,541 +112%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.37M 65,218 +34,843 +115%
Massachusetts Financial Services
73
Massachusetts Financial Services
Massachusetts
$2.32M 63,811 -83,530 -57%
Legal & General Group
74
Legal & General Group
United Kingdom
$2.27M 62,333 +10,222 +20%
CCM
75
Cadian Capital Management
New York
$2.17M 59,700 -126,300 -68%
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