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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 %
SAM
151
Securian Asset Management
Minnesota
$207K 7,539 +242 +3%
CAM
152
Capstone Asset Management
Texas
$207K 7,532 +330 +5%
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$200K 7,279 +7,279 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$192K 6,952 +32 +0.5%
JWA
155
JFS Wealth Advisors
Pennsylvania
$188K 6,867 +137 +2%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$180K 6,533 -5,236 -44%
Simplex Trading
157
Simplex Trading
Illinois
$173K 6,311 +5,644 +846%
Canada Life
158
Canada Life
Manitoba, Canada
$152K 5,563 – –
Creative Planning
159
Creative Planning
Kansas
$92K 3,355 -1,600 -32%
RBA
160
Richard Bernstein Advisors
New York
$91K 3,323 – –
OMCS
161
Old Mutual Customised Solutions
South Africa
$80K 2,900 – –
QT
162
Quantbot Technologies
New York
$76K 2,786 -2,506 -47%
SFWA
163
Summit Financial Wealth Advisors
Louisiana
$67K 2,054 +2,054 New
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$55K 2,000 – –
UBS Group
165
UBS Group
Switzerland
$48K 1,774 -934 -34%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$44K 1,603 -9 -0.6%
AAM
167
Advisors Asset Management
Colorado
$41K 1,500 – –
HNB
168
Huntington National Bank
Ohio
$36K 1,300 – –
MFS
169
MSI Financial Services
Massachusetts
$36K 1,314 +720 +121%
VFA
170
Virtus Fund Advisers
Connecticut
$29K 1,047 -105 -9%
QI
171
QS Investors
New York
$26K 935 -49,869 -98%
NFG
172
Next Financial Group
Texas
$22K 824 – –
CHP
173
Cable Hill Partners
Oregon
$20K 766 -67 -8%
GXMC
174
Global X Management Company
New York
$20K 717 +717 New
WCBA
175
Weaver C. Barksdale & Associates
Tennessee
$14K 507 +110 +28%
5 6
7
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