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Upbound Group
UPBD

Overview Fund Activity

196 hedge funds and large institutions have $2.35B invested in Upbound Group in 2013 Q2 according to their latest regulatory filings, with 196 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
196
Holders Change
+196
Holders Change %
–
% of All Funds
6.4%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.2%
New
196
Increased
–
Reduced
–
Closed
–
Calls
$2.69M
Puts
$1.28M
Net Calls
+$1.41M
Net Calls Change
+$1.41M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$159M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$116M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M
5
State Street
5
State Street
Massachusetts
$94.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M 8,674,201 +8,674,201 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$159M 4,236,939 +4,236,939 New
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$116M 3,081,170 +3,081,170 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M 3,027,643 +3,027,643 New
State Street
5
State Street
Massachusetts
$94.2M 2,508,196 +2,508,196 New
Artisan Partners
6
Artisan Partners
Wisconsin
$93.1M 2,479,015 +2,479,015 New
BFA
7
BlackRock Fund Advisors
California
$88.8M 2,363,724 +2,363,724 New
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$86.7M 2,310,116 +2,310,116 New
Northern Trust
9
Northern Trust
Illinois
$65.3M 1,739,059 +1,739,059 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$64.8M 1,725,151 +1,725,151 New
BIT
11
BlackRock Institutional Trust
California
$63.6M 1,693,242 +1,693,242 New
LCP
12
Lombardia Capital Partners
California
$60.7M 1,617,634 +1,617,634 New
RRAM
13
River Road Asset Management
Kentucky
$54.6M 1,455,035 +1,455,035 New
HCM
14
Huber Capital Management
California
$36.3M 966,530 +966,530 New
LSV Asset Management
15
LSV Asset Management
Illinois
$34.2M 910,423 +910,423 New
Ameriprise
16
Ameriprise
Minnesota
$33.4M 888,279 +888,279 New
Pzena Investment Management
17
Pzena Investment Management
New York
$32.1M 854,754 +854,754 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$29.2M 778,893 +778,893 New
FWSM
19
First Wilshire Securities Management
California
$29.1M 774,501 +774,501 New
TSW
20
Thompson Siegel & Walmsley
Virginia
$29M 772,807 +772,807 New
JIR
21
James Investment Research
Ohio
$28.7M 764,679 +764,679 New
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$27.1M 722,739 +722,739 New
KeyBank National Association
23
KeyBank National Association
Ohio
$24.5M 651,328 +651,328 New
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$24.2M 643,184 +643,184 New
Boston Partners
25
Boston Partners
Massachusetts
$23.6M 628,925 +628,925 New
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