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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$29.9M
2
ERM
2
Elm Ridge Management
New York
$9.06M
3
Millennium Management
3
Millennium Management
New York
$6.48M
4
BIP
4
Brandes Investment Partners
California
$21.5M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$44.1M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
HCM
2
Huber Capital Management
California
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$3.81M
4
GC
4
Guggenheim Capital
Illinois
$7.23M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$1.98M 69,180 +69,180 New
SIC
77
Schwartz Investment Counsel
Michigan
$1.98M 69,100 -15,000 -18%
Morgan Stanley
78
Morgan Stanley
New York
$1.95M 68,135 +37,581 +123%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$1.9M 66,322 +590 +0.9%
Swiss National Bank
80
Swiss National Bank
Switzerland
$1.68M 58,600 -1,000 -2%
PP
81
PDT Partners
New York
$1.65M 57,433 +49,861 +658%
ProShare Advisors
82
ProShare Advisors
Maryland
$1.58M 55,189 -9,148 -14%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.58M 55,119 +6,589 +14%
TPSF
84
Texas Permanent School Fund
Texas
$1.53M 53,376 +105 +0.2%
AQR Capital Management
85
AQR Capital Management
Connecticut
$1.39M 48,389 – –
AI
86
Atria Investments
North Carolina
$1.28M 44,679 +44,679 New
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$1.27M 44,300 -5,000 -10%
ZCM
88
Zebra Capital Management
Connecticut
$1.2M 41,757 -14,473 -26%
GCP
89
GSA Capital Partners
United Kingdom
$1.18M 41,185 +41,185 New
SO
90
STRS Ohio
Ohio
$1.12M 39,000 -2,900 -7%
SI
91
SII Investments
Wisconsin
$1.08M 38,057 +5,562 +17%
ARTA
92
A.R.T. Advisors
New York
$1.08M 37,683 +37,683 New
Comerica Bank
93
Comerica Bank
Texas
$1.07M 37,309 -3,715 -9%
WS
94
Wedbush Securities
California
$1.05M 36,690 -3,388 -8%
Legal & General Group
95
Legal & General Group
United Kingdom
$1.05M 36,604 +13,060 +55%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.04M 36,133 – –
ASRS
97
Arizona State Retirement System
Arizona
$1.03M 35,843 +800 +2%
UBS AM
98
UBS AM
Illinois
$1.02M 35,498 – –
PH
99
Pinnacle Holdings
Oklahoma
$1M 34,875 +350 +1%
Nuveen Asset Management
100
Nuveen Asset Management
Illinois
$993K 34,635 – –
2 3
4
5 6