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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$3.8M 138,364 -1,152 -0.8%
AIG
52
American International Group
New York
$3.78M 137,627 +2,629 +2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.66M 133,490 +25,374 +23%
Macquarie Group
54
Macquarie Group
Australia
$3.64M 132,500 +53,600 +68%
PPA
55
Parametric Portfolio Associates
Washington
$3.54M 129,115 +25,177 +24%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.51M 128,066 +53,876 +73%
LCM
57
Landscape Capital Management
New Jersey
$3.38M 123,046 +112,746 +1,095%
KBC Group
58
KBC Group
Belgium
$3.28M 119,483 -77,734 -39%
Citadel Advisors
59
Citadel Advisors
Florida
$3.1M 112,945 -168,397 -60%
PCM
60
Portolan Capital Management
Massachusetts
$3M 109,257 -197,061 -64%
UCFA
61
United Capital Financial Advisors
Texas
$2.98M 100,592 +35,215 +54%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.95M 107,532 +42,314 +65%
Barclays
63
Barclays
United Kingdom
$2.91M 107,618 +26,968 +33%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$2.71M 98,774 – –
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.65M 96,680 -1,700 -2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.55M 92,770 +13,060 +16%
Morgan Stanley
67
Morgan Stanley
New York
$2.49M 90,643 +57,607 +174%
Legal & General Group
68
Legal & General Group
United Kingdom
$2.45M 89,050 +26,717 +43%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$2.38M 86,792 +1,615 +2%
PG
70
PEAK6 Group
Illinois
$2.38M 86,676 +86,676 New
Bank of America
71
Bank of America
North Carolina
$2.31M 84,352 +46,952 +126%
Massachusetts Financial Services
72
Massachusetts Financial Services
Massachusetts
$2.14M 78,065 +14,254 +22%
TA
73
Teachers Advisors
New York
$2.08M 75,642 +3,431 +5%
TI
74
Trexquant Investment
Connecticut
$2.07M 75,400 +75,400 New
CIC
75
Crawford Investment Counsel
Georgia
$1.95M 71,140 +14,300 +25%
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