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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 %
SAM
151
Securian Asset Management
Minnesota
$212K 7,397 -207 -3%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$211K 7,341 +7,341 New
ARC
153
Absolute Return Capital
Massachusetts
$182K 6,332 -3,737 -37%
HSA
154
Hussman Strategic Advisors
Maryland
$172K 6,000 +6,000 New
BJ
155
BlackRock Japan
Japan
$160K 5,588 +5,084 +1,009%
Creative Planning
156
Creative Planning
Kansas
$128K 4,447 +1,298 +41%
PG
157
PEAK6 Group
Illinois
$86K 2,984 +2,984 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$85K 2,977 +1,973 +197%
OMCS
159
Old Mutual Customised Solutions
South Africa
$83K 2,900 – –
Canada Life
160
Canada Life
Manitoba, Canada
$66K 2,326 – –
DVM
161
Dreman Value Management
Florida
$63K 2,202 +918 +71%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$57K 2,000 – –
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$56K 1,941 – –
AAM
164
Advisors Asset Management
Colorado
$46K 1,600 -100 -6%
MFS
165
MSI Financial Services
Massachusetts
$39K 1,362 +1,362 New
PCM
166
Prelude Capital Management
New York
$37K 1,300 +1,300 New
HRIA
167
Haberer Registered Investment Advisor
Ohio
$36K 1,245 +290 +30%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$35K 1,242 +115 +10%
Parallax Volatility Advisers
169
Parallax Volatility Advisers
California
$27K 951 +672 +241%
U
170
UBS
Switzerland
$26K 901 +59 +7%
NES
171
New England Securities
New York
$23K 811 +453 +127%
WCBA
172
Weaver C. Barksdale & Associates
Tennessee
$14K 479 -51 -10%
IRS
173
Invictus RG (Singapore)
Singapore
$13K 470 +470 New
BPBT
174
Boston Private Bank & Trust
Massachusetts
$12K 425 +120 +39%
MCM
175
Manchester Capital Management
Vermont
$11K 400 – –
5 6
7
8 9