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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$43.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$169M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
76
Royce & Associates
New York
$3.43M 90,000 +1,900 +2%
B
77
Baird
Wisconsin
$3.35M 87,933 +1,296 +1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$3.24M 84,984 +2,483 +3%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$3.22M 84,428 -5,948 -7%
RFC
80
Russell Frank Company
Washington
$2.97M 77,958 -11,087 -12%
PC
81
PointState Capital
New York
$2.97M 77,880 -72,120 -48%
American Century Companies
82
American Century Companies
Missouri
$2.87M 75,260 +75,260 New
TA
83
Teachers Advisors
New York
$2.82M 74,023 -3,817 -5%
BP
84
Banyan Partners
Florida
$2.81M 73,728 +15,506 +27%
CF
85
CNA Financial
Illinois
$2.6M 68,250 -325 -0.5%
LMGAM
86
Liberty Mutual Group Asset Management
Massachusetts
$2.54M 66,758 +35,445 +113%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$2.49M 65,441 -5,523 -8%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$2.41M 63,200 +63,200 New
Comerica Bank
89
Comerica Bank
Texas
$2.38M 62,502 -14,829 -19%
AQR Capital Management
90
AQR Capital Management
Connecticut
$2.28M 59,730 +5,607 +10%
PCM
91
Portolan Capital Management
Massachusetts
$2.18M 57,296 -14,774 -20%
TPSF
92
Texas Permanent School Fund
Texas
$2.15M 56,532 -8,315 -13%
Prudential Financial
93
Prudential Financial
New Jersey
$2.11M 55,271 -25,960 -32%
Swiss National Bank
94
Swiss National Bank
Switzerland
$2M 52,400 -5,400 -9%
Westfield Capital Management
95
Westfield Capital Management
Massachusetts
$1.95M 51,180 -497,849 -91%
WSFS
96
Wilmington Savings Fund Society
Delaware
$1.88M 49,287 +887 +2%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$1.86M 48,703 -8,773 -15%
SG Americas Securities
98
SG Americas Securities
New York
$1.73M 45,321 +35,753 +374%
WS
99
Wedbush Securities
California
$1.71M 44,844 -337 -0.7%
Invesco
100
Invesco
Georgia
$1.66M 43,558 +24,435 +128%
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4
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