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Upbound Group
UPBD

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$170M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$94.5M
3
HCM
3
Huber Capital Management
California
$46.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$30.3M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$33.5M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.4M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$519K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.4M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$289M 8,658,001 -5,080 -0.1%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$170M 5,103,685 +1,055,215 +26%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$150M 4,500,133 +61,377 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$96.5M 2,894,808 -28,723 -1%
Artisan Partners
5
Artisan Partners
Wisconsin
$94.5M 2,834,999 +373,295 +15%
BFA
6
BlackRock Fund Advisors
California
$81.5M 2,445,220 +88,321 +4%
State Street
7
State Street
Massachusetts
$76.8M 2,302,383 -31,462 -1%
Northern Trust
8
Northern Trust
Illinois
$57.5M 1,723,753 +62,944 +4%
LCP
9
Lombardia Capital Partners
California
$54.6M 1,639,069 +158,721 +11%
BIT
10
BlackRock Institutional Trust
California
$53.5M 1,605,370 -61,564 -4%
HCM
11
Huber Capital Management
California
$46.1M 1,382,579 +315,149 +30%
LSV Asset Management
12
LSV Asset Management
Illinois
$44.5M 1,335,571 +187,213 +16%
RRAM
13
River Road Asset Management
Kentucky
$37.5M 1,125,791 +2,596 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$34.4M 1,031,798 -464,795 -31%
TSW
15
Thompson Siegel & Walmsley
Virginia
$33.5M 1,004,416 +261,981 +35%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$32.4M 971,607 -936,036 -49%
Pzena Investment Management
17
Pzena Investment Management
New York
$31.8M 954,853 +7,775 +0.8%
Allianz Asset Management
18
Allianz Asset Management
Germany
$30.3M 909,909 +293,200 +48%
FWSM
19
First Wilshire Securities Management
California
$25.5M 765,881 -6,605 -0.9%
Macquarie Group
20
Macquarie Group
Australia
$21.7M 651,583 +17,028 +3%
Boston Partners
21
Boston Partners
Massachusetts
$20.3M 610,231 -11,667 -2%
JIR
22
James Investment Research
Ohio
$20M 599,535 -151,843 -20%
KIM
23
Kestrel Investment Management
California
$17.6M 528,100 -114,950 -18%
Norges Bank
24
Norges Bank
Norway
$17.4M 520,741 – –
Ameriprise
25
Ameriprise
Minnesota
$17M 510,014 -186,312 -27%
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