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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$1.84M 67,137 +1,676 +3%
Prudential Financial
77
Prudential Financial
New Jersey
$1.8M 65,441 -105,400 -62%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.78M 64,886 +19,809 +44%
CS
79
Credit Suisse
Switzerland
$1.73M 62,993 +9,971 +19%
Arrowstreet Capital
80
Arrowstreet Capital
Massachusetts
$1.67M 60,668 +10,095 +20%
Swiss National Bank
81
Swiss National Bank
Switzerland
$1.66M 60,300 +1,400 +2%
HCM
82
Huber Capital Management
California
$1.48M 54,000 +54,000 New
MAA
83
Managed Account Advisors
New Jersey
$1.45M 53,005 +197 +0.4%
SIC
84
Schwartz Investment Counsel
Michigan
$1.35M 49,100 -5,000 -9%
Invesco
85
Invesco
Georgia
$1.33M 48,498 -86,940 -64%
TPSF
86
Texas Permanent School Fund
Texas
$1.31M 47,647 +22 +0%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$1.21M 44,187 -1,323 -3%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$1.19M 43,400 +8,100 +23%
UBS AM
89
UBS AM
Illinois
$1.14M 41,598 +1,000 +2%
PP
90
PDT Partners
New York
$1.07M 38,800 +10,200 +36%
BG
91
BlackRock Group
United Kingdom
$1.06M 38,760 +12,436 +47%
CF
92
CNA Financial
Illinois
$1.04M 37,800 – –
Comerica Bank
93
Comerica Bank
Texas
$1.03M 37,602 -37,398 -50%
SI
94
SII Investments
Wisconsin
$1.02M 36,879 -983 -3%
ST
95
Spot Trading
Illinois
$1.01M 36,644 +36,644 New
GWM
96
Greenwich Wealth Management
Connecticut
$1M 36,495 +12,675 +53%
Group One Trading
97
Group One Trading
Illinois
$994K 36,219 +36,219 New
POA
98
Pergamon Offshore Advisors
New York
$989K 36,056 +5,023 +16%
Nuveen Asset Management
99
Nuveen Asset Management
Illinois
$951K 34,673 – –
WS
100
Wedbush Securities
California
$947K 34,500 +1,455 +4%
2 3
4
5 6