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Upbound Group
UPBD

Overview Fund Activity

183 hedge funds and large institutions have $1.57B invested in Upbound Group in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-21
Holders Change %
-10.29%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
25
Increased
70
Reduced
69
Closed
44
Calls
$3.16M
Puts
$7.2M
Net Calls
-$4.04M
Net Calls Change
-$5.21M

Top Buyers

1
FPA
First Pacific Advisors
California
+$26.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$16.3M
3
Pzena Investment Management
Pzena Investment Management
New York
+$15.4M
4
HCM
Huber Capital Management
California
+$15.2M
5
BIP
Brandes Investment Partners
California
+$15M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
2
Macquarie Group
Macquarie Group
Australia
-$21.7M
3
JIR
James Investment Research
Ohio
-$15.5M
4
OCG
Opus Capital Group
Ohio
-$12.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$6K -$71 -3 -1%
KT
177
Kanaly Trust
Texas
$6K – – –
GAM
178
Gemmer Asset Management
California
$6K +$6K +229 New
WA
179
WFG Advisors
Texas
$4K – – –
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.08K -$47 -1,776 -2%
DAM
181
Delta Asset Management
Tennessee
$3K – – –
Macquarie Group
182
Macquarie Group
Australia
– -$21.7M -651,583 Closed
OCG
183
Opus Capital Group
Ohio
– -$12.7M -379,553 Closed
VNIM
184
Vaughan Nelson Investment Management
Texas
– -$10.6M -319,150 Closed
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
– -$8.19M -245,670 Closed
BCM
186
Becker Capital Management
Oregon
– -$7.28M -218,263 Closed
BRCA
187
Birch Run Capital Advisors
Texas
– -$4.93M -148,000 Closed
Renaissance Technologies
188
Renaissance Technologies
New York
– -$3.45M -103,610 Closed
Natixis Advisors
189
Natixis Advisors
Massachusetts
– -$2.98M -89,264 Closed
KSC
190
Kendall Square Capital
California
– -$2.43M -72,745 Closed
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
– -$2.11M -63,200 Closed
BP
192
Banyan Partners
Florida
– -$2.04M -61,196 Closed
PP
193
Paloma Partners
Connecticut
– -$1.77M -53,098 Closed
MIU
194
Man Investments (UK)
United Kingdom
– -$1.31M -39,402 Closed
DCM
195
Dynamic Capital Management
Jersey
– -$1.19M -35,602 Closed
RHBC
196
R.H. Bluestein & Co
Michigan
– -$1.07M -32,000 Closed
MAM
197
Martingale Asset Management
Massachusetts
– -$1.01M -30,411 Closed
SI
198
Scout Investments
Missouri
– -$992K -29,750 Closed
SCM
199
Stevens Capital Management
Pennsylvania
– -$971K -29,127 Closed
AL
200
Airain Ltd
Guernsey
– -$970K -29,093 Closed
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