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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$29.9M
2
ERM
2
Elm Ridge Management
New York
$9.06M
3
Millennium Management
3
Millennium Management
New York
$6.48M
4
BIP
4
Brandes Investment Partners
California
$21.5M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$44.1M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
HCM
2
Huber Capital Management
California
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$3.81M
4
GC
4
Guggenheim Capital
Illinois
$7.23M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$992K 34,583 +16,585 +92%
BG
102
BlackRock Group
United Kingdom
$949K 33,086 -4,077 -11%
UCFA
103
United Capital Financial Advisors
Texas
$942K 32,839 +22,773 +226%
Barclays
104
Barclays
United Kingdom
$910K 32,500 -3,488 -10%
BA
105
BlackRock Advisors
Delaware
$867K 30,241 -5,879 -16%
Bank of America
106
Bank of America
North Carolina
$795K 27,730 -7,319 -21%
HNB
107
Huntington National Bank
Ohio
$779K 27,150 – –
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$774K 26,983 +1,800 +7%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$755K 26,335 +19,664 +295%
AG
110
Aperio Group
California
$737K 25,688 +12,381 +93%
SOMRS
111
State of Michigan Retirement System
Michigan
$711K 24,800 – –
GMIM
112
General Motors Investment Management
New York
$688K 23,988 +2,229 +10%
CRM
113
Cramer Rosenthal McGlynn
Connecticut
$677K 23,600 – –
AI
114
Analytic Investors
California
$639K 22,282 +3,834 +21%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$632K 22,025 +1,448 +7%
VRS
116
Virginia Retirement Systems
Virginia
$619K 21,600 -100 -0.5%
MSA
117
Mason Street Advisors
Wisconsin
$588K 20,505 -507 -2%
MLM
118
Mount Lucas Management
Pennsylvania
$582K 20,291 -5,861 -22%
SG Americas Securities
119
SG Americas Securities
New York
$537K 18,741 +18,741 New
Allianz Asset Management
120
Allianz Asset Management
Germany
$522K 18,200 – –
GWM
121
Greenwich Wealth Management
Connecticut
$466K 16,250 +1,050 +7%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$465K 16,198 +974 +6%
HW
123
Hancock Whitney
Mississippi
$444K 15,465 +15,465 New
FIM
124
Freedom Investment Management
Connecticut
$443K 15,449 -1,894 -11%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$428K 14,800 – –
3 4
5
6 7