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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$152M
3
Pzena Investment Management
Pzena Investment Management
New York
$40.8M
4
HCM
Huber Capital Management
California
$52M
5
BIP
Brandes Investment Partners
California
$15.5M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$484K
2
Macquarie Group
Macquarie Group
Australia
$0
3
JIR
James Investment Research
Ohio
$13K
4
OCG
Opus Capital Group
Ohio
$0
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
76
Russell Frank Company
Washington
$1.53M – – –
ZCM
77
Zebra Capital Management
Connecticut
$1.5M +$296K +11,132 +25%
TPSF
78
Texas Permanent School Fund
Texas
$1.42M -$80.9K -3,042 -5%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$1.31M +$598K +22,500 +84%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$1.29M -$76.6K -2,879 -6%
AQR Capital Management
81
AQR Capital Management
Connecticut
$1.29M -$909K -34,179 -41%
B
82
Baird
Wisconsin
$1.27M -$1.11M -41,872 -47%
SO
83
STRS Ohio
Ohio
$1.12M +$82.5K +3,100 +8%
Comerica Bank
84
Comerica Bank
Texas
$1.09M -$364K -13,670 -25%
WS
85
Wedbush Securities
California
$1.07M – – –
BG
86
BlackRock Group
United Kingdom
$989K +$146K +5,475 +17%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$961K – – –
BA
88
BlackRock Advisors
Delaware
$961K +$56.9K +2,139 +6%
UBS AM
89
UBS AM
Illinois
$944K +$258K +9,700 +38%
Barclays
90
Barclays
United Kingdom
$934K -$323K -12,433 -26%
ASRS
91
Arizona State Retirement System
Arizona
$932K -$104K -3,900 -10%
Bank of America
92
Bank of America
North Carolina
$932K +$173K +6,488 +23%
Nuveen Asset Management
93
Nuveen Asset Management
Illinois
$921K – – –
PH
94
Pinnacle Holdings
Oklahoma
$918K +$918K +34,525 New
ACI
95
Advance Capital I
Michigan
$888K +$393K +14,800 +80%
Morgan Stanley
96
Morgan Stanley
New York
$813K -$1.63M -61,323 -67%
SI
97
SII Investments
Wisconsin
$810K +$101K +4,050 +14%
HNB
98
Huntington National Bank
Ohio
$722K +$679K +25,550 +1,597%
MLM
99
Mount Lucas Management
Pennsylvania
$696K +$60.9K +2,288 +10%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$670K -$26.6K -1,000 -4%
2 3
4
5 6