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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$89.8M
2
HCM
2
Hirzel Capital Management
Texas
$47.2M
3
DIA
3
Denver Investment Advisors
Colorado
$28M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$22.5M
5
WHG
5
Westwood Holdings Group
Texas
$70.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$49.6M
2
LCP
2
Lombardia Capital Partners
California
$8.14M
3
FPA
3
First Pacific Advisors
California
$6.9M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$18.9M
5
HCM
5
Huber Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PH
101
Pinnacle Holdings
Oklahoma
$1.22M 33,695 -2,035 -6%
MOACM
102
Mutual of America Capital Management
New York
$1.21M 33,365 +505 +2%
Morgan Stanley
103
Morgan Stanley
New York
$1.2M 33,036 -5,079 -13%
WS
104
Wedbush Securities
California
$1.2M 33,045 -3,345 -9%
POA
105
Pergamon Offshore Advisors
New York
$1.13M 31,033 +31,033 New
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$1.09M 30,083 +1,400 +5%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.04M 28,750 -7,383 -20%
PP
108
PDT Partners
New York
$1.04M 28,600 +21,000 +276%
BA
109
BlackRock Advisors
Delaware
$1.02M 27,945 -1,307 -4%
Citigroup
110
Citigroup
New York
$993K 27,323 +22,342 +449%
BG
111
BlackRock Group
United Kingdom
$956K 26,324 +6,976 +36%
SDIC
112
South Dakota Investment Council
South Dakota
$944K 26,000 – –
ProShare Advisors
113
ProShare Advisors
Maryland
$933K 25,684 -27,881 -52%
SOMRS
114
State of Michigan Retirement System
Michigan
$915K 25,200 +100 +0.4%
VRS
115
Virginia Retirement Systems
Virginia
$912K 25,100 +1,300 +5%
GWM
116
Greenwich Wealth Management
Connecticut
$865K 23,820 -7,500 -24%
GMIM
117
General Motors Investment Management
New York
$799K 21,993 -1,995 -8%
MSA
118
Mason Street Advisors
Wisconsin
$751K 20,688 -54 -0.3%
AI
119
Analytic Investors
California
$751K 20,674 – –
CIBC World Market
120
CIBC World Market
Ontario, Canada
$746K 20,545 -7,405 -26%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$724K 19,926 +19,926 New
Connor, Clark & Lunn Investment Management (CC&L)
122
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$694K 19,100 +19,100 New
PCM
123
Prelude Capital Management
New York
$679K 18,700 +12,500 +202%
Allianz Asset Management
124
Allianz Asset Management
Germany
$661K 18,200 – –
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$627K 17,160 +2,160 +14%
3 4
5
6 7