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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$43.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$169M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$924K +$542K +14,207 +142%
KeyBank National Association
127
KeyBank National Association
Ohio
$864K -$24M -628,652 -97%
U
128
UBS
Switzerland
$823K -$433K -11,359 -34%
MSA
129
Mason Street Advisors
Wisconsin
$808K -$54.8K -1,440 -6%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$796K -$274K -7,200 -26%
SI
131
SII Investments
Wisconsin
$790K +$572K +15,035 +262%
Legal & General Group
132
Legal & General Group
United Kingdom
$788K +$65.3K +1,713 +9%
IRS
133
Invictus RG (Singapore)
Singapore
$778K +$529K +13,875 +212%
Citigroup
134
Citigroup
New York
$766K -$379K -9,953 -33%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$751K -$24.9K -652 -3%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$731K +$11.4K +300 +2%
GMIM
137
General Motors Investment Management
New York
$720K – – –
MIU
138
Man Investments (UK)
United Kingdom
$700K -$309K -8,125 -31%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$691K – – –
ICM
140
IMS Capital Management
Oregon
$631K +$38 +1 +0%
MF
141
Magnetar Financial
Illinois
$620K -$1.04M -27,170 -63%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$566K -$203K -5,317 -26%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$553K -$137K -3,600 -20%
AIP
144
Ameritas Investment Partners
Nebraska
$499K +$499K +13,089 New
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$458K -$3.81K -100 -0.8%
SB
146
Suntrust Banks
Georgia
$453K -$55.1K -1,451 -11%
AW
147
Alpha Windward
Massachusetts
$450K -$9.14K -240 -2%
PA
148
Profund Advisors
Maryland
$438K +$83.2K +2,181 +23%
CAM
149
Capstone Asset Management
Texas
$410K +$6.87K +180 +2%
RC
150
RBF Capital
California
$381K – – –
4 5
6
7 8