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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 %
HSA
151
Hussman Strategic Advisors
Maryland
$182K 6,000 – –
Canada Life
152
Canada Life
Manitoba, Canada
$169K 5,563 +3,237 +139%
BlackRock
153
BlackRock
New York
$163K 5,369 -5,582 -51%
Citigroup
154
Citigroup
New York
$151K 4,981 -5,295 -52%
Marshall Wace
155
Marshall Wace
United Kingdom
$123K 4,047 +4,047 New
U
156
UBS
Switzerland
$106K 3,501 +2,600 +289%
Creative Planning
157
Creative Planning
Kansas
$102K 3,355 -1,092 -25%
RBA
158
Richard Bernstein Advisors
New York
$101K 3,323 +3,323 New
RFC
159
Russell Frank Company
Washington
$88K 2,900 -13,724 -83%
OMCS
160
Old Mutual Customised Solutions
South Africa
$88K 2,900 – –
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$61K 2,000 – –
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$58K 1,899 -42 -2%
WAM
163
Wolverine Asset Management
Illinois
$54K 1,800 +1,800 New
NFG
164
Next Financial Group
Texas
$53K 1,755 +1,755 New
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$50K 1,621 -1,356 -46%
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$50K 1,655 +704 +74%
AAM
167
Advisors Asset Management
Colorado
$46K 1,500 -100 -6%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$39K 1,260 +18 +1%
VFA
169
Virtus Fund Advisers
Connecticut
$35K 1,152 -10,016 -90%
MFS
170
MSI Financial Services
Massachusetts
$32K 1,055 -307 -23%
NES
171
New England Securities
New York
$25K 818 +7 +0.9%
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$23K 764 +560 +275%
WCBA
173
Weaver C. Barksdale & Associates
Tennessee
$15K 484 +5 +1%
Group One Trading
174
Group One Trading
Illinois
$14K 461 +461 New
TRCT
175
Tower Research Capital (TRC)
New York
$14K 476 +476 New
5 6
7
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