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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
76
CNA Financial
Illinois
$2.46M 73,650 +5,400 +8%
KSC
77
Kendall Square Capital
California
$2.43M 72,745 +72,745 New
TA
78
Teachers Advisors
New York
$2.42M 72,583 -1,440 -2%
LMGAM
79
Liberty Mutual Group Asset Management
Massachusetts
$2.3M 68,858 +2,100 +3%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$2.18M 65,441 – –
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$2.15M 64,470 -40,864 -39%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2.11M 63,200 – –
BP
83
Banyan Partners
Florida
$2.04M 61,196 -12,532 -17%
GC
84
Guggenheim Capital
Illinois
$2.02M 60,468 +35,218 +139%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$1.99M 59,556 -112,268 -65%
TPSF
86
Texas Permanent School Fund
Texas
$1.88M 56,313 -219 -0.4%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.83M 54,902 -71,399 -57%
Comerica Bank
88
Comerica Bank
Texas
$1.82M 54,694 -7,808 -12%
Citigroup
89
Citigroup
New York
$1.78M 53,307 +33,194 +165%
PP
90
Paloma Partners
Connecticut
$1.77M 53,098 +43,108 +432%
WSFS
91
Wilmington Savings Fund Society
Delaware
$1.75M 52,443 +3,156 +6%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.71M 51,409 +2,706 +6%
PP
93
PDT Partners
New York
$1.71M 51,235 +21,056 +70%
Swiss National Bank
94
Swiss National Bank
Switzerland
$1.69M 50,800 -1,600 -3%
Barclays
95
Barclays
United Kingdom
$1.6M 48,421 +6,075 +14%
ZCM
96
Zebra Capital Management
Connecticut
$1.5M 45,098 +20,642 +84%
RFC
97
Russell Frank Company
Washington
$1.47M 52,100 -25,858 -33%
ProShare Advisors
98
ProShare Advisors
Maryland
$1.43M 42,747 +4,005 +10%
WS
99
Wedbush Securities
California
$1.34M 40,078 -4,766 -11%
SIC
100
Schwartz Investment Counsel
Michigan
$1.32M 39,700 – –
2 3
4
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