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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 %
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$13K 457 -1,217 -73%
BPBT
177
Boston Private Bank & Trust
Massachusetts
$10K 375 -50 -12%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$8K 286 -560 -66%
GAM
179
Gemmer Asset Management
California
$6K 229 – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$6K 218 +35 +19%
CGT
181
Capital Guardian Trust
California
$6K 208 +208 New
US Bancorp
182
US Bancorp
Minnesota
$5K 184 – –
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$5K 186 +186 New
DAM
184
Delta Asset Management
Tennessee
$4K 130 – –
ASN
185
Advisory Services Network
Georgia
$4K 134 – –
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.79K 101,521 +2,299 +2%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 19 – –
SAM
188
Scopus Asset Management
New York
– – -425,000 Closed
WRF
189
Waddell & Reed Financial
Kansas
– – -219,000 Closed
FPA
190
First Pacific Advisors
California
– – -190,100 Closed
SAM
191
Skyline Asset Management
Illinois
– – -176,100 Closed
Millennium Management
192
Millennium Management
New York
– – -111,823 Closed
LAM
193
Lingohr Asset Management
Germany
– – -72,400 Closed
CCM
194
Cadian Capital Management
New York
– – -59,700 Closed
PGCM
195
Prescott Group Capital Management
Oklahoma
– – -49,000 Closed
NCCM
196
Nine Chapters Capital Management
New Jersey
– – -38,100 Closed
VRS
197
Virginia Retirement Systems
Virginia
– – -25,100 Closed
AI
198
Analytic Investors
California
– – -20,674 Closed
CIBC World Market
199
CIBC World Market
Ontario, Canada
– – -20,545 Closed
PCM
200
Prelude Capital Management
New York
– – -18,700 Closed
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