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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CRM
126
Cramer Rosenthal McGlynn
Connecticut
$787K +$787K +23,600 New
Legal & General Group
127
Legal & General Group
United Kingdom
$745K +$55.4K +1,661 +8%
GMIM
128
General Motors Investment Management
New York
$736K +$106K +3,192 +17%
Invesco
129
Invesco
Georgia
$724K -$729K -21,854 -50%
MSA
130
Mason Street Advisors
Wisconsin
$707K -$734 -22 -0.1%
Two Sigma Investments
131
Two Sigma Investments
New York
$688K +$688K +20,622 New
IRS
132
Invictus RG (Singapore)
Singapore
$680K -$633 -19 -0.1%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$654K -$2.23K -67 -0.3%
ACI
134
Advance Capital I
Michigan
$620K +$620K +18,600 New
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$613K -$83.3K -2,500 -12%
ARTA
136
A.R.T. Advisors
New York
$584K +$584K +17,545 New
CIC
137
Crawford Investment Counsel
Georgia
$580K +$580K +17,400 New
BIP
138
Brandes Investment Partners
California
$579K +$134K +4,015 +30%
AAMU
139
Amundi Asset Management US
Massachusetts
$519K -$17.3M -520,443 -97%
MERSOM
140
Municipal Employees' Retirement System of Michigan
Michigan
$487K +$170K +5,100 +54%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$487K +$487K +14,600 New
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$484K – – –
AW
143
Alpha Windward
Massachusetts
$477K +$83.4K +2,503 +21%
JWA
144
JFS Wealth Advisors
Pennsylvania
$475K +$475K +14,239 New
CFA
145
Camarda Financial Advisors
Florida
$466K +$466K +13,983 New
EMG
146
Ellington Management Group
Connecticut
$453K +$453K +13,600 New
AIP
147
Ameritas Investment Partners
Nebraska
$436K – – –
FIM
148
Freedom Investment Management
Connecticut
$433K +$433K +12,998 New
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$429K +$429K +12,878 New
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$428K -$380K -11,394 -47%
4 5
6
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