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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $2.33B invested in Upbound Group in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 106 reducing their positions, and 14 closing their positions.

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
12
Increased
47
Reduced
106
Closed
14
Calls
$575K
Puts
$892K
Net Calls
-$317K
Net Calls Change
-$1.73M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$72.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$154M
3
KIM
3
Kestrel Investment Management
California
$24.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$43.8M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$118K
2
KeyBank National Association
2
KeyBank National Association
Ohio
$864K
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$1.95M
4
WC
4
Walthausen & Co
New York
$0
5
HW
5
Hancock Whitney
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$330M 8,663,081 -11,120 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$169M 4,438,756 +201,817 +5%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$154M 4,048,470 +967,300 +31%
Vanguard Group
4
Vanguard Group
Pennsylvania
$111M 2,923,531 -104,112 -3%
Artisan Partners
5
Artisan Partners
Wisconsin
$93.8M 2,461,704 -17,311 -0.7%
BFA
6
BlackRock Fund Advisors
California
$89.8M 2,356,899 -6,825 -0.3%
State Street
7
State Street
Massachusetts
$88.9M 2,333,845 -174,351 -7%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$79.2M 2,078,204 -231,912 -10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$72.7M 1,907,643 +1,128,750 +145%
BIT
10
BlackRock Institutional Trust
California
$63.5M 1,666,934 -26,308 -2%
Northern Trust
11
Northern Trust
Illinois
$63.3M 1,660,809 -78,250 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$57M 1,496,593 -228,558 -13%
LCP
13
Lombardia Capital Partners
California
$56.4M 1,480,348 -137,286 -8%
LSV Asset Management
14
LSV Asset Management
Illinois
$43.8M 1,148,358 +237,935 +26%
RRAM
15
River Road Asset Management
Kentucky
$42.8M 1,123,195 -331,840 -23%
HCM
16
Huber Capital Management
California
$40.7M 1,067,430 +100,900 +10%
Pzena Investment Management
17
Pzena Investment Management
New York
$36.1M 947,078 +92,324 +11%
FWSM
18
First Wilshire Securities Management
California
$29.4M 772,486 -2,015 -0.3%
JIR
19
James Investment Research
Ohio
$28.6M 751,378 -13,301 -2%
TSW
20
Thompson Siegel & Walmsley
Virginia
$28.3M 742,435 -30,372 -4%
Ameriprise
21
Ameriprise
Minnesota
$26.5M 696,326 -191,953 -22%
KIM
22
Kestrel Investment Management
California
$24.5M 643,050 +643,050 New
Macquarie Group
23
Macquarie Group
Australia
$24.2M 634,555 +36,817 +6%
Boston Partners
24
Boston Partners
Massachusetts
$23.7M 621,898 -7,027 -1%
Allianz Asset Management
25
Allianz Asset Management
Germany
$23.5M 616,709 +63,400 +11%
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