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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
101
Mutual of America Capital Management
New York
$943K 34,350 +985 +3%
FCH
102
Freestone Capital Holdings
Washington
$932K 33,978 +33,978 New
SG Americas Securities
103
SG Americas Securities
New York
$923K 33,639 +30,100 +851%
PH
104
Pinnacle Holdings
Oklahoma
$908K 33,100 -595 -2%
BA
105
BlackRock Advisors
Delaware
$901K 32,852 +4,907 +18%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$865K 31,526 +31,526 New
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$861K 31,383 +1,300 +4%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$789K 28,750 – –
SC
109
Skylands Capital
Wisconsin
$788K 28,727 -6,173 -18%
SAM
110
Sequent Asset Management
Texas
$717K 26,117 +26,117 New
SDIC
111
South Dakota Investment Council
South Dakota
$713K 26,000 – –
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$694K 25,300 +6,200 +32%
Citigroup
113
Citigroup
New York
$690K 25,124 -2,199 -8%
NI
114
Numeric Investors
Massachusetts
$678K 24,700 +16,100 +187%
Federated Hermes
115
Federated Hermes
Pennsylvania
$674K 24,554 -306,569 -93%
ZCM
116
Zebra Capital Management
Connecticut
$671K 24,451 -17,655 -42%
SO
117
STRS Ohio
Ohio
$669K 24,400 -11,500 -32%
SOMRS
118
State of Michigan Retirement System
Michigan
$659K 24,000 -1,200 -5%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$643K 23,440 +23,440 New
Two Sigma Advisers
120
Two Sigma Advisers
New York
$593K 21,626 +1,700 +9%
ProShare Advisors
121
ProShare Advisors
Maryland
$590K 21,510 -4,174 -16%
MSA
122
Mason Street Advisors
Wisconsin
$585K 21,307 +619 +3%
GMIM
123
General Motors Investment Management
New York
$584K 21,299 -694 -3%
BlackRock
124
BlackRock
New York
$570K 20,789 +15,420 +287%
OA
125
OFI Advisors
Pennsylvania
$564K 20,563 +5,116 +33%
3 4
5
6 7