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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 %
BPBT
176
Boston Private Bank & Trust
Massachusetts
$13K 425 – –
MCM
177
Manchester Capital Management
Vermont
$12K 400 – –
CFA
178
Carroll Financial Associates
North Carolina
$9K 300 – –
GAM
179
Gemmer Asset Management
California
$7K 229 – –
WA
180
WFG Advisors
Texas
$5K 164 – –
DAM
181
Delta Asset Management
Tennessee
$4K 130 – –
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1K 102,264 +2,630 +3%
Walleye Trading
183
Walleye Trading
New York
$3K 100 +100 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$2K 63 – –
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 19 – –
ST
186
SpiderRock Trading
Illinois
– – – –
GSC
187
Ground Swell Capital
South Carolina
$1K 25 +25 New
KIM
188
Kestrel Investment Management
California
– – -510,625 Closed
MC
189
MIG Capital
California
– – -289,400 Closed
B
190
Barings
North Carolina
– – -278,605 Closed
Millennium Management
191
Millennium Management
New York
– – -225,841 Closed
ARTA
192
A.R.T. Advisors
New York
– – -37,683 Closed
SCM
193
Stevens Capital Management
Pennsylvania
– – -13,396 Closed
Nomura Holdings
194
Nomura Holdings
Japan
– – -11,936 Closed
Los Angeles Capital Management
195
Los Angeles Capital Management
California
– – -10,413 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
– – -9,658 Closed
PP
197
Paloma Partners
Connecticut
– – -9,448 Closed
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
– – -8,720 Closed
BC
199
Burney Company
Virginia
– – -8,573 Closed
T
200
TradeWorx
New Jersey
– – -8,509 Closed
5 6 7
8
9