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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$89.8M
2
HCM
2
Hirzel Capital Management
Texas
$47.2M
3
DIA
3
Denver Investment Advisors
Colorado
$28M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$22.5M
5
WHG
5
Westwood Holdings Group
Texas
$70.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$49.6M
2
LCP
2
Lombardia Capital Partners
California
$8.14M
3
FPA
3
First Pacific Advisors
California
$6.9M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$18.9M
5
HCM
5
Huber Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
76
Swiss National Bank
Switzerland
$2.14M +$50.8K +1,400 +2%
LAM
77
Lingohr Asset Management
Germany
$2.08M -$1.63M -56,800 -44%
CIC
78
Crawford Investment Counsel
Georgia
$2.06M -$236K -6,510 -10%
SIC
79
Schwartz Investment Counsel
Michigan
$1.97M – – –
CS
80
Credit Suisse
Switzerland
$1.93M +$151K +4,159 +9%
MAA
81
Managed Account Advisors
New Jersey
$1.92M +$1.92M +52,808 New
QI
82
QS Investors
New York
$1.85M +$1.85M +50,804 New
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$1.84M +$1.84M +50,573 New
PGCM
84
Prescott Group Capital Management
Oklahoma
$1.78M +$545K +15,000 +44%
TPSF
85
Texas Permanent School Fund
Texas
$1.73M -$11K -303 -0.6%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$1.65M -$194K -5,343 -11%
AQR Capital Management
87
AQR Capital Management
Connecticut
$1.64M +$297K +8,188 +22%
RFC
88
Russell Frank Company
Washington
$1.61M +$1.51M +41,249 +1,422%
GCP
89
GSA Capital Partners
United Kingdom
$1.59M +$1.12M +30,923 +240%
ZCM
90
Zebra Capital Management
Connecticut
$1.53M -$39.9K -1,098 -3%
UBS AM
91
UBS AM
Illinois
$1.47M +$54.5K +1,500 +4%
NCCM
92
Nine Chapters Capital Management
New Jersey
$1.38M +$1.38M +38,100 New
SI
93
SII Investments
Wisconsin
$1.38M -$46.3K -1,270 -3%
CF
94
CNA Financial
Illinois
$1.37M -$1.42M -39,125 -51%
Bank of America
95
Bank of America
North Carolina
$1.36M +$718K +19,767 +112%
ASRS
96
Arizona State Retirement System
Arizona
$1.31M +$65.4K +1,800 +5%
SO
97
STRS Ohio
Ohio
$1.3M -$36.3K -1,000 -3%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$1.28M – – –
SC
99
Skylands Capital
Wisconsin
$1.27M -$767K -21,100 -38%
Nuveen Asset Management
100
Nuveen Asset Management
Illinois
$1.26M -$944 -26 -0.1%
2 3
4
5 6