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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
$152M
3
Pzena Investment Management
Pzena Investment Management
New York
$40.8M
4
HCM
Huber Capital Management
California
$52M
5
BIP
Brandes Investment Partners
California
$15.5M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$484K
2
Macquarie Group
Macquarie Group
Australia
$0
3
JIR
James Investment Research
Ohio
$13K
4
OCG
Opus Capital Group
Ohio
$0
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$907K -27,200 Closed
Two Sigma Investments
202
Two Sigma Investments
New York
– -$688K -20,622 Closed
IRS
203
Invictus RG (Singapore)
Singapore
– -$680K -20,401 Closed
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$654K -19,631 Closed
ARTA
205
A.R.T. Advisors
New York
– -$584K -17,545 Closed
AAMU
206
Amundi Asset Management US
Massachusetts
– -$519K -15,577 Closed
CFA
207
Camarda Financial Advisors
Florida
– -$466K -13,983 Closed
EMG
208
Ellington Management Group
Connecticut
– -$453K -13,600 Closed
Tudor Investment Corp
209
Tudor Investment Corp
Connecticut
– -$429K -12,878 Closed
T
210
TradeWorx
New Jersey
– -$320K -9,589 Closed
CIBC World Market
211
CIBC World Market
Ontario, Canada
– -$303K -9,080 Closed
CAM
212
Capstone Asset Management
Texas
– -$299K -8,972 Closed
DTL
213
Dynamic Technology Lab
Singapore
– -$283K -8,496 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$248K -7,447 Closed
PG
215
PEAK6 Group
Illinois
– -$242K -7,253 Closed
VAM
216
Visium Asset Management
New York
– -$226K -6,788 Closed
P
217
Pitcairn
Pennsylvania
– -$208K -6,228 Closed
SG Americas Securities
218
SG Americas Securities
New York
– -$176K -5,271 Closed
FMT
219
First Mercantile Trust
Tennessee
– -$117K -3,510 Closed
QT
220
Quantbot Technologies
New York
– -$53K -1,600 Closed
Walleye Trading
221
Walleye Trading
New York
– -$28K -845 Closed
FQ
222
First Quadrant
California
– -$17K -500 Closed
FNBT
223
FineMark National Bank & Trust
Florida
– -$14K -417 Closed
WA
224
WealthTrust-Arizona
Arizona
– -$7K -214 Closed
TWI
225
Thomas White International
Illinois
– -$6K -185 Closed
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