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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.97M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$43.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$30.4M
3
HCM
3
Hirzel Capital Management
Texas
$13.3M
4
ERM
4
Elm Ridge Management
New York
$22.3M
5
SCM
5
SG Capital Management
Illinois
$10.6M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$123M
2
HCM
2
Huber Capital Management
California
$22.9M
3
Norges Bank
3
Norges Bank
Norway
$14.2M
4
KIM
4
Kestrel Investment Management
California
$0
5
State Street
5
State Street
Massachusetts
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Greenwich Wealth Management
Connecticut
$951K 31,320 +15,070 +93%
UCFA
102
United Capital Financial Advisors
Texas
$936K 30,836 -2,003 -6%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$926K 30,496 +8,471 +38%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$922K 30,375 +4,040 +15%
BA
105
BlackRock Advisors
Delaware
$888K 29,252 -989 -3%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$871K 28,683 +1,700 +6%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$848K 27,950 +27,950 New
Barclays
108
Barclays
United Kingdom
$836K 27,898 -4,602 -14%
HNB
109
Huntington National Bank
Ohio
$824K 27,150 – –
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$790K 26,026 -8,557 -25%
SDIC
111
South Dakota Investment Council
South Dakota
$789K 26,000 +26,000 New
SOMRS
112
State of Michigan Retirement System
Michigan
$762K 25,100 +300 +1%
GMIM
113
General Motors Investment Management
New York
$728K 23,988 – –
VRS
114
Virginia Retirement Systems
Virginia
$722K 23,800 +2,200 +10%
ACH
115
ArrowMark Colorado Holdings
Colorado
$707K 23,300 +23,300 New
MLM
116
Mount Lucas Management
Pennsylvania
$677K 22,307 +2,016 +10%
MSA
117
Mason Street Advisors
Wisconsin
$630K 20,742 +237 +1%
AI
118
Analytic Investors
California
$627K 20,674 -1,608 -7%
BG
119
BlackRock Group
United Kingdom
$587K 19,348 -13,738 -42%
OA
120
OFI Advisors
Pennsylvania
$558K 18,398 +4,498 +32%
Allianz Asset Management
121
Allianz Asset Management
Germany
$552K 18,200 – –
Bank of America
122
Bank of America
North Carolina
$535K 17,633 -10,097 -36%
LMGAM
123
Liberty Mutual Group Asset Management
Massachusetts
$522K 17,183 -84,580 -83%
HW
124
Hancock Whitney
Mississippi
$493K 16,250 +785 +5%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$483K 15,928 -270 -2%
3 4
5
6 7