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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$89.8M
2
HCM
Hirzel Capital Management
Texas
$47.2M
3
DIA
Denver Investment Advisors
Colorado
$28M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.5M
5
WHG
Westwood Holdings Group
Texas
$70.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$49.6M
2
LCP
Lombardia Capital Partners
California
$8.14M
3
FPA
First Pacific Advisors
California
$6.9M
4
TSW
Thompson Siegel & Walmsley
Virginia
$18.9M
5
HCM
Huber Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
126
Liberty Mutual Group Asset Management
Massachusetts
$619K -$4.46K -123 -0.7%
Jane Street
127
Jane Street
New York
$573K +$573K +15,767 New
HW
128
Hancock Whitney
Mississippi
$569K -$21.2K -583 -4%
OA
129
OFI Advisors
Pennsylvania
$561K -$107K -2,951 -16%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$527K – – –
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$523K +$3.63K +100 +0.7%
FIM
132
Freedom Investment Management
Connecticut
$514K -$3.38K -93 -0.7%
CRM
133
Cramer Rosenthal McGlynn
Connecticut
$494K – – –
AIP
134
Ameritas Investment Partners
Nebraska
$454K -$10.1K -277 -2%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$447K -$109K -3,000 -20%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$428K +$369K +10,148 +626%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$427K +$427K +11,768 New
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$412K – – –
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$412K +$146K +4,013 +55%
Marshall Wace
140
Marshall Wace
United Kingdom
$393K +$246K +6,762 +167%
LCM
141
Landscape Capital Management
New Jersey
$374K +$374K +10,300 New
RC
142
RBF Capital
California
$363K – – –
AG
143
Aperio Group
California
$340K -$79.1K -2,178 -19%
Tudor Investment Corp
144
Tudor Investment Corp
Connecticut
$325K +$325K +8,959 New
NI
145
Numeric Investors
Massachusetts
$312K +$312K +8,600 New
QIM
146
Quantitative Investment Management
Virginia
$312K +$312K +8,600 New
HCC
147
Hirtle Callaghan & Co
Pennsylvania
$294K – – –
Capital Fund Management (CFM)
148
Capital Fund Management (CFM)
France
$291K +$291K +8,000 New
OL
149
Orbitronix LP
California
$283K – – –
PA
150
Profund Advisors
Maryland
$282K +$39.3K +1,082 +16%
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