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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
+$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$16.3M
3
Pzena Investment Management
Pzena Investment Management
New York
+$15.4M
4
HCM
Huber Capital Management
California
+$15.2M
5
BIP
Brandes Investment Partners
California
+$15M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
2
Macquarie Group
Macquarie Group
Australia
-$21.7M
3
JIR
James Investment Research
Ohio
-$15.5M
4
OCG
Opus Capital Group
Ohio
-$12.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
126
Loews Corp
New York
$371K +$116K +4,350 +45%
AG
127
Aperio Group
California
$354K +$354K +13,307 New
VKH
128
Virtu KCG Holdings
New York
$353K +$138K +5,189 +64%
PA
129
Profund Advisors
Maryland
$348K +$29.4K +1,103 +9%
AIP
130
Ameritas Investment Partners
Nebraska
$337K -$10.8K -408 -3%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$328K +$8.64K +325 +3%
SB
132
Suntrust Banks
Georgia
$306K -$6.68K -252 -2%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$302K – – –
BlackRock
134
BlackRock
New York
$296K +$110K +4,148 +59%
JWA
135
JFS Wealth Advisors
Pennsylvania
$282K -$96.6K -3,630 -25%
UCFA
136
United Capital Financial Advisors
Texas
$268K +$268K +10,066 New
ARC
137
Absolute Return Capital
Massachusetts
$268K +$268K +10,069 New
Millennium Management
138
Millennium Management
New York
$266K -$4.18M -156,999 -94%
RC
139
RBF Capital
California
$266K – – –
PCM
140
Palouse Capital Management
Washington
$228K -$24.2K -910 -10%
OC
141
Oppenheimer & Co
New York
$219K +$219K +8,230 New
HSBC Holdings
142
HSBC Holdings
United Kingdom
$216K +$216K +8,108 New
HCC
143
Hirtle Callaghan & Co
Pennsylvania
$214K – – –
SAM
144
Securian Asset Management
Minnesota
$202K -$2.66K -100 -1%
PP
145
PDT Partners
New York
$201K -$1.16M -43,663 -85%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$177K +$177K +6,671 New
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$89K -$255K -9,517 -74%
Creative Planning
148
Creative Planning
Kansas
$84K – – –
CCA
149
Catalyst Capital Advisors
New York
$82K +$82K +3,100 New
OMCS
150
Old Mutual Customised Solutions
South Africa
$77K – – –
4 5
6
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