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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.97M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$43.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$30.4M
3
HCM
3
Hirzel Capital Management
Texas
$13.3M
4
ERM
4
Elm Ridge Management
New York
$22.3M
5
SCM
5
SG Capital Management
Illinois
$10.6M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$123M
2
HCM
2
Huber Capital Management
California
$22.9M
3
Norges Bank
3
Norges Bank
Norway
$14.2M
4
KIM
4
Kestrel Investment Management
California
$0
5
State Street
5
State Street
Massachusetts
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$464K 15,300 +3,400 +29%
MERSOM
127
Municipal Employees' Retirement System of Michigan
Michigan
$459K 15,000 +200 +1%
US Bancorp
128
US Bancorp
Minnesota
$452K 14,884 – –
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$440K 14,512 – –
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$434K 14,300 +100 +0.7%
FIM
131
Freedom Investment Management
Connecticut
$432K 14,249 -1,200 -8%
CRM
132
Cramer Rosenthal McGlynn
Connecticut
$413K 13,600 -10,000 -42%
GCP
133
GSA Capital Partners
United Kingdom
$391K 12,886 -28,299 -69%
AIP
134
Ameritas Investment Partners
Nebraska
$388K 12,785 – –
AG
135
Aperio Group
California
$350K 11,538 -14,150 -55%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$344K 11,346 – –
OTPPB
137
Ontario Teachers' Pension Plan Board
Ontario, Canada
$328K 10,792 +10,792 New
RC
138
RBF Capital
California
$304K 10,000 – –
SG Americas Securities
139
SG Americas Securities
New York
$296K 9,750 -8,991 -48%
LC
140
Loews Corp
New York
$261K 8,608 -2,981 -26%
HCC
141
Hirtle Callaghan & Co
Pennsylvania
$246K 8,035 – –
KBC Group
142
KBC Group
Belgium
$241K 7,942 -125,163 -94%
OL
143
Orbitronix LP
California
$237K 7,800 +7,800 New
PP
144
PDT Partners
New York
$231K 7,600 -49,833 -87%
SAM
145
Securian Asset Management
Minnesota
$224K 7,397 – –
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$223K 7,335 -6 -0.1%
JWA
147
JFS Wealth Advisors
Pennsylvania
$219K 7,211 -941 -12%
CAM
148
Capstone Asset Management
Texas
$219K 7,232 +7,232 New
PA
149
Profund Advisors
Maryland
$203K 6,674 -6,874 -51%
PCM
150
Prelude Capital Management
New York
$188K 6,200 +4,900 +377%
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6
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