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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 %
NES
176
New England Securities
New York
$30K +$182 +5 +0.6%
WTB
177
Washington Trust Bank
Washington
$25K +$25K +700 New
Simplex Trading
178
Simplex Trading
Illinois
$24K +$24K +667 New
MFS
179
MSI Financial Services
Massachusetts
$22K -$17.1K -461 -44%
BPBT
180
Boston Private Bank & Trust
Massachusetts
$15K – – –
HMS
181
Hanseatic Management Services
New Mexico
$15K +$15K +423 New
WCBA
182
Weaver C. Barksdale & Associates
Tennessee
$14K -$3.07K -87 -18%
GAM
183
Gemmer Asset Management
California
$8K – – –
US Bancorp
184
US Bancorp
Minnesota
$7K -$559K -14,700 -99%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$7K +$4.59K +120 +190%
WA
186
WFG Advisors
Texas
$6K – – –
DAM
187
Delta Asset Management
Tennessee
$5K – – –
ASN
188
Advisory Services Network
Georgia
$4K +$4K +134 New
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.6K -$110 -3,042 -3%
EFSCE
190
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
BRWA
191
B. Riley Wealth Advisors
Florida
$4 +$4 +100 New
HCM
192
Huber Capital Management
California
– -$22.9M -753,153 Closed
SCM
193
SG Capital Management
Illinois
– -$10.6M -347,932 Closed
CAM
194
Cubic Asset Management
Massachusetts
– -$5.18M -170,705 Closed
CCM
195
Coe Capital Management
Illinois
– -$4.72M -155,575 Closed
NI
196
NFC Investments
Tennessee
– -$3.46M -113,880 Closed
KCM
197
Kennedy Capital Management
Missouri
– -$3.45M -113,615 Closed
HighTower Advisors
198
HighTower Advisors
Illinois
– -$2.69M -88,944 Closed
BGIM
199
Brandywine Global Investment Management
Pennsylvania
– -$2.68M -88,375 Closed
Axa
200
Axa
France
– -$2.39M -78,900 Closed
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