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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 %
CFA
176
Carroll Financial Associates
North Carolina
$9K 300 – –
ACS
177
Archford Capital Strategies
Illinois
$7.26K 253 – –
GAM
178
Gemmer Asset Management
California
$7K 229 – –
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$6K 204 -51 -20%
WA
180
WFG Advisors
Texas
$5K 164 – –
AP
181
Advisors Preferred
Maryland
$4.42K 154 -417 -73%
DAM
182
Delta Asset Management
Tennessee
$4K 130 – –
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$3K 100 -3,221 -97%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$2K 63 +58 +1,160%
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 19 +19 New
RRAM
186
River Road Asset Management
Kentucky
– – -767,169 Closed
IG
187
ING Group
Netherlands
– – -135,000 Closed
B
188
Baird
Wisconsin
– – -47,811 Closed
ACI
189
Advance Capital I
Michigan
– – -33,400 Closed
WSFS
190
Wilmington Savings Fund Society
Delaware
– – -18,450 Closed
SFP
191
Santa Fe Partners
New Mexico
– – -17,506 Closed
MNA
192
Manning & Napier Advisors
New York
– – -15,070 Closed
VKH
193
Virtu KCG Holdings
New York
– – -13,275 Closed
SB
194
Suntrust Banks
Georgia
– – -11,550 Closed
PCM
195
Palouse Capital Management
Washington
– – -8,565 Closed
OC
196
Oppenheimer & Co
New York
– – -8,230 Closed
CCA
197
Catalyst Capital Advisors
New York
– – -3,100 Closed
AW
198
Alpha Windward
Massachusetts
– – -1,058 Closed
Group One Trading
199
Group One Trading
Illinois
– – -786 Closed
MSFP
200
Mark Sheptoff Financial Planning
Connecticut
– – -748 Closed
5 6 7
8
9