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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$43.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$169M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$1.63M 42,800 -1,500 -3%
Barclays
102
Barclays
United Kingdom
$1.61M 42,346 +553 +1%
Jane Street
103
Jane Street
New York
$1.59M 41,820 +41,820 New
ASRS
104
Arizona State Retirement System
Arizona
$1.58M 41,443 -4,200 -9%
SIC
105
Schwartz Investment Counsel
Michigan
$1.51M 39,700 – –
BG
106
BlackRock Group
United Kingdom
$1.51M 39,698 +11,203 +39%
ProShare Advisors
107
ProShare Advisors
Maryland
$1.48M 38,742 -2,898 -7%
GH
108
GAM Holding
Switzerland
$1.46M 38,415 +38,415 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.38M 36,133 – –
Nuveen Asset Management
110
Nuveen Asset Management
Illinois
$1.32M 34,635 -46 -0.1%
KBC Group
111
KBC Group
Belgium
$1.32M 34,558 +28,642 +484%
BC
112
Burney Company
Virginia
$1.29M 33,926 -634 -2%
Bank of America
113
Bank of America
North Carolina
$1.24M 32,576 -13,123 -29%
BA
114
BlackRock Advisors
Delaware
$1.22M 31,894 -2,157 -6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$1.17M 30,800 -1,500 -5%
PP
116
PDT Partners
New York
$1.15M 30,179 +30,179 New
SI
117
Scout Investments
Missouri
$1.13M 29,700 -1,100 -4%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M 27,200 – –
UBS AM
119
UBS AM
Illinois
$991K 25,998 – –
RA
120
Rational Advisors
New York
$985K 25,850 – –
MFIMFI
121
Mesirow Financial Investment Management - Fixed Income
Illinois
$978K 25,664 -359 -1%
MAM
122
Martingale Asset Management
Massachusetts
$973K 25,523 – –
GC
123
Guggenheim Capital
Illinois
$962K 25,250 -91,572 -78%
SOMRS
124
State of Michigan Retirement System
Michigan
$949K 24,900 -1,700 -6%
ZCM
125
Zebra Capital Management
Connecticut
$932K 24,456 +12,143 +99%
3 4
5
6 7