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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.97M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$43.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$30.4M
3
HCM
3
Hirzel Capital Management
Texas
$13.3M
4
ERM
4
Elm Ridge Management
New York
$22.3M
5
SCM
5
SG Capital Management
Illinois
$10.6M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$123M
2
HCM
2
Huber Capital Management
California
$22.9M
3
Norges Bank
3
Norges Bank
Norway
$14.2M
4
KIM
4
Kestrel Investment Management
California
$0
5
State Street
5
State Street
Massachusetts
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Skylands Capital
Wisconsin
$1.7M 56,000 -65,288 -54%
SIC
77
Schwartz Investment Counsel
Michigan
$1.64M 54,100 -15,000 -22%
HIP
78
Hatteras Investment Partners
North Carolina
$1.63M 53,622 +53,622 New
ProShare Advisors
79
ProShare Advisors
Maryland
$1.63M 53,565 -1,624 -3%
Legal & General Group
80
Legal & General Group
United Kingdom
$1.58M 52,111 +15,507 +42%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$1.54M 50,853 -4,266 -8%
CS
82
Credit Suisse
Switzerland
$1.48M 48,863 -47,656 -49%
TPSF
83
Texas Permanent School Fund
Texas
$1.46M 47,928 -5,448 -10%
ZCM
84
Zebra Capital Management
Connecticut
$1.31M 43,204 +1,447 +3%
AI
85
Atria Investments
North Carolina
$1.21M 39,764 -4,915 -11%
UBS AM
86
UBS AM
Illinois
$1.19M 39,098 +3,600 +10%
SI
87
SII Investments
Wisconsin
$1.18M 39,132 +1,075 +3%
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$1.17M 38,599 -30,581 -44%
Comerica Bank
89
Comerica Bank
Texas
$1.17M 38,395 +1,086 +3%
Morgan Stanley
90
Morgan Stanley
New York
$1.16M 38,115 -30,020 -44%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1.12M 36,889 -11,500 -24%
SO
92
STRS Ohio
Ohio
$1.12M 36,900 -2,100 -5%
WS
93
Wedbush Securities
California
$1.1M 36,390 -300 -0.8%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.1M 36,133 – –
PH
95
Pinnacle Holdings
Oklahoma
$1.08M 35,730 +855 +2%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.07M 35,300 -9,000 -20%
Nuveen Asset Management
97
Nuveen Asset Management
Illinois
$1.05M 34,699 +64 +0.2%
ASRS
98
Arizona State Retirement System
Arizona
$1.04M 34,143 -1,700 -5%
PGCM
99
Prescott Group Capital Management
Oklahoma
$1.03M 34,000 +34,000 New
MOACM
100
Mutual of America Capital Management
New York
$997K 32,860 -113,515 -78%
2 3
4
5 6