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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$29.9M
2
ERM
2
Elm Ridge Management
New York
$9.06M
3
Millennium Management
3
Millennium Management
New York
$6.48M
4
BIP
4
Brandes Investment Partners
California
$21.5M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$44.1M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
HCM
2
Huber Capital Management
California
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$3.81M
4
GC
4
Guggenheim Capital
Illinois
$7.23M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.83M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$427K 14,884 – –
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$416K 14,512 – –
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$407K 14,200 – –
OA
129
OFI Advisors
Pennsylvania
$399K 13,900 -4,462 -24%
RFC
130
Russell Frank Company
Washington
$398K 16,624 -35,476 -68%
PA
131
Profund Advisors
Maryland
$389K 13,548 +483 +4%
SCM
132
Stevens Capital Management
Pennsylvania
$384K 13,396 +13,396 New
AIP
133
Ameritas Investment Partners
Nebraska
$367K 12,785 +104 +0.8%
Nomura Holdings
134
Nomura Holdings
Japan
$342K 11,936 +11,936 New
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$341K 11,900 -3,200 -21%
LC
136
Loews Corp
New York
$332K 11,589 -2,375 -17%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$325K 11,346 – –
VFA
138
Virtus Fund Advisers
Connecticut
$320K 11,168 +11,168 New
BlackRock
139
BlackRock
New York
$314K 10,951 -196 -2%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$299K 10,413 -1,920 -16%
Citigroup
141
Citigroup
New York
$294K 10,276 -6,914 -40%
RC
142
RBF Capital
California
$287K 10,000 – –
HSBC Holdings
143
HSBC Holdings
United Kingdom
$277K 9,658 +1,550 +19%
PP
144
Paloma Partners
Connecticut
$271K 9,448 +9,448 New
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$250K 8,720 +7,720 +772%
BC
146
Burney Company
Virginia
$246K 8,573 -12,028 -58%
T
147
TradeWorx
New Jersey
$244K 8,509 +8,509 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$234K 8,152 -2,457 -23%
HCC
149
Hirtle Callaghan & Co
Pennsylvania
$232K 8,035 – –
BAAM
150
Baker Avenue Asset Management
California
$221K 7,700 +7,700 New
4 5
6
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