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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIU
101
Man Investments (UK)
United Kingdom
$1.31M 39,402 +21,021 +114%
ASRS
102
Arizona State Retirement System
Arizona
$1.3M 38,943 -2,500 -6%
SO
103
STRS Ohio
Ohio
$1.29M 38,800 -4,000 -9%
KBC Group
104
KBC Group
Belgium
$1.28M 38,330 +3,772 +11%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.21M 36,133 – –
DCM
106
Dynamic Capital Management
Jersey
$1.19M 35,602 +35,602 New
Nuveen Asset Management
107
Nuveen Asset Management
Illinois
$1.16M 34,635 – –
BA
108
BlackRock Advisors
Delaware
$1.13M 33,981 +2,087 +7%
RHBC
109
R.H. Bluestein & Co
Michigan
$1.07M 32,000 +32,000 New
BG
110
BlackRock Group
United Kingdom
$1.06M 31,688 -8,010 -20%
MAM
111
Martingale Asset Management
Massachusetts
$1.01M 30,411 +4,888 +19%
SI
112
Scout Investments
Missouri
$992K 29,750 +50 +0.2%
SCM
113
Stevens Capital Management
Pennsylvania
$971K 29,127 +29,127 New
AL
114
Airain Ltd
Guernsey
$970K 29,093 +29,093 New
SI
115
SII Investments
Wisconsin
$957K 28,445 +7,665 +37%
Bank of America
116
Bank of America
North Carolina
$952K 28,561 -4,015 -12%
AG
117
Aperio Group
California
– – – –
BC
118
Burney Company
Virginia
$941K 28,218 -5,708 -17%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$907K 27,200 – –
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$894K 26,800 -4,000 -13%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$873K 26,183 +7,000 +36%
RA
122
Rational Advisors
New York
$862K 25,850 – –
UBS AM
123
UBS AM
Illinois
$860K 25,798 -200 -0.8%
SOMRS
124
State of Michigan Retirement System
Michigan
$837K 25,100 +200 +0.8%
MLM
125
Mount Lucas Management
Pennsylvania
$796K 23,864 +23,864 New
3 4
5
6 7