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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$538K 19,600 +7,300 +59%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$525K 19,102 +7,334 +62%
MAM
128
Meeder Asset Management
Ohio
$501K 18,283 +18,283 New
Allianz Asset Management
129
Allianz Asset Management
Germany
$499K 18,200 – –
LMGAM
130
Liberty Mutual Group Asset Management
Massachusetts
$494K 17,954 +894 +5%
CIA
131
Capital Impact Advisors
Massachusetts
$479K 17,458 +17,458 New
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$443K 16,000 -1,160 -7%
VIA
133
Vident Investment Advisory
Georgia
$437K 15,935 +15,935 New
EGM
134
Engineers Gate Manager
New York
$431K 15,707 +15,707 New
RFC
135
Russell Frank Company
Washington
$405K 14,765 -29,384 -67%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$398K 14,512 – –
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$379K 13,807 +2,459 +22%
VKH
138
Virtu KCG Holdings
New York
$374K 13,616 +13,616 New
CRM
139
Cramer Rosenthal McGlynn
Connecticut
$373K 13,600 – –
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$370K 13,500 -900 -6%
FIM
141
Freedom Investment Management
Connecticut
$368K 13,412 -744 -5%
TRCT
142
Tower Research Capital (TRC)
New York
$347K 12,651 +9,628 +318%
AIP
143
Ameritas Investment Partners
Nebraska
$343K 12,508 – –
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$311K 11,346 – –
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
$285K 10,400 +1,441 +16%
RC
146
RBF Capital
California
$274K 10,000 – –
AG
147
Aperio Group
California
$251K 9,147 -213 -2%
NCMW
148
Northern Capital Management (Wisconsin)
Wisconsin
$247K 9,000 +9,000 New
PA
149
Profund Advisors
Maryland
$238K 8,659 +903 +12%
BMCMI
150
Bryn Mawr Capital Management Inc
Pennsylvania
$231K 8,402 +8,402 New
4 5
6
7 8