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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$152M
3
Pzena Investment Management
Pzena Investment Management
New York
$40.8M
4
HCM
Huber Capital Management
California
$52M
5
BIP
Brandes Investment Partners
California
$15.5M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$484K
2
Macquarie Group
Macquarie Group
Australia
$0
3
JIR
James Investment Research
Ohio
$13K
4
OCG
Opus Capital Group
Ohio
$0
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
101
State of Michigan Retirement System
Michigan
$660K -$7.98K -300 -1%
CRM
102
Cramer Rosenthal McGlynn
Connecticut
$628K – – –
Legal & General Group
103
Legal & General Group
United Kingdom
$626K +$32K +1,204 +5%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$601K +$550K +18,828 +1,077%
GMIM
105
General Motors Investment Management
New York
$579K -$8.81K -331 -1%
VRS
106
Virginia Retirement Systems
Virginia
$577K +$577K +21,700 New
MSA
107
Mason Street Advisors
Wisconsin
$559K -$4.95K -186 -0.9%
BC
108
Burney Company
Virginia
$548K -$203K -7,617 -27%
PCM
109
Portolan Capital Management
Massachusetts
$518K -$2.65M -99,555 -84%
WSFS
110
Wilmington Savings Fund Society
Delaware
$491K -$905K -33,993 -65%
AI
111
Analytic Investors
California
$491K +$491K +18,448 New
OA
112
OFI Advisors
Pennsylvania
$488K +$167K +6,294 +52%
Allianz Asset Management
113
Allianz Asset Management
Germany
$484K -$23.7M -891,709 -98%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$479K -$982K -36,904 -67%
SFP
115
Santa Fe Partners
New Mexico
$466K +$305K +11,449 +189%
FIM
116
Freedom Investment Management
Connecticut
$461K +$115K +4,345 +33%
Citigroup
117
Citigroup
New York
$457K -$960K -36,117 -68%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$405K -$1.18M -44,332 -74%
GWM
119
Greenwich Wealth Management
Connecticut
$404K +$173K +6,525 +75%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$402K -$87.9K -3,300 -18%
MNA
121
Manning & Napier Advisors
New York
$400K -$6.57M -247,430 -94%
US Bancorp
122
US Bancorp
Minnesota
$396K +$162K +6,105 +70%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$394K +$5.32K +200 +1%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$386K – – –
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$378K -$10.6K -400 -3%
3 4
5
6 7