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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 %
SAM
151
Securian Asset Management
Minnesota
$265K -$3.63K -100 -1%
CAM
152
Capstone Asset Management
Texas
$262K -$1.09K -30 -0.4%
OTPPB
153
Ontario Teachers' Pension Plan Board
Ontario, Canada
$257K -$135K -3,723 -34%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$250K +$204K +5,660 +449%
JWA
155
JFS Wealth Advisors
Pennsylvania
$244K -$17.4K -481 -7%
Canada Life
156
Canada Life
Manitoba, Canada
$202K – – –
BlackRock
157
BlackRock
New York
$195K – – –
QT
158
Quantbot Technologies
New York
$192K +$192K +5,292 New
Creative Planning
159
Creative Planning
Kansas
$180K +$58.1K +1,600 +48%
SG Americas Securities
160
SG Americas Securities
New York
$129K -$226K -6,211 -64%
RBA
161
Richard Bernstein Advisors
New York
$121K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$110K +$92.7K +2,547 +535%
HSA
163
Hussman Strategic Advisors
Maryland
$109K -$109K -3,000 -50%
OMCS
164
Old Mutual Customised Solutions
South Africa
$105K – – –
UBS Group
165
UBS Group
Switzerland
$99K +$99K +2,708 New
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$73K – – –
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$61K +$692 +19 +1%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$59K -$10.5K -287 -15%
AAM
169
Advisors Asset Management
Colorado
$54K – – –
CCM
170
Catapult Capital Management
New York
$51K +$51K +1,392 New
HNB
171
Huntington National Bank
Ohio
$47K -$935K -25,850 -95%
VFA
172
Virtus Fund Advisers
Connecticut
$42K – – –
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$31K +$3.01K +82 +11%
CHP
174
Cable Hill Partners
Oregon
$31K +$31K +833 New
NFG
175
Next Financial Group
Texas
$30K -$33.9K -931 -53%
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