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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.

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
1
First Pacific Advisors
California
$26.2M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$152M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$40.8M
4
HCM
4
Huber Capital Management
California
$52M
5
BIP
5
Brandes Investment Partners
California
$15.5M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$484K
2
Macquarie Group
2
Macquarie Group
Australia
$0
3
JIR
3
James Investment Research
Ohio
$13K
4
OCG
4
Opus Capital Group
Ohio
$0
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$223M 8,368,702 -289,299 -3%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$152M 5,715,772 +612,087 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$115M 4,322,953 -177,180 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.3M 2,982,048 +87,240 +3%
Artisan Partners
5
Artisan Partners
Wisconsin
$72.5M 2,727,321 -107,678 -4%
BFA
6
BlackRock Fund Advisors
California
$62.1M 2,335,595 -109,625 -4%
State Street
7
State Street
Massachusetts
$59.3M 2,227,480 -74,903 -3%
HCM
8
Huber Capital Management
California
$52M 1,953,945 +571,366 +41%
Northern Trust
9
Northern Trust
Illinois
$46.4M 1,745,544 +21,791 +1%
BIT
10
BlackRock Institutional Trust
California
$46.4M 1,744,144 +138,774 +9%
LCP
11
Lombardia Capital Partners
California
$45.5M 1,711,962 +72,893 +4%
Pzena Investment Management
12
Pzena Investment Management
New York
$40.8M 1,533,547 +578,694 +61%
LSV Asset Management
13
LSV Asset Management
Illinois
$37M 1,390,058 +54,487 +4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$35.8M 1,344,417 +372,810 +38%
TSW
15
Thompson Siegel & Walmsley
Virginia
$28M 1,053,693 +49,277 +5%
FPA
16
First Pacific Advisors
California
$26.2M 985,300 +985,300 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.1M 869,020 -162,778 -16%
FWSM
18
First Wilshire Securities Management
California
$20.7M 779,251 +13,370 +2%
RA
19
Royce & Associates
New York
$20.5M 772,529 +518,500 +204%
RRAM
20
River Road Asset Management
Kentucky
$20.4M 767,169 -358,622 -32%
Deutsche Bank
21
Deutsche Bank
Germany
$16.5M 620,630 +527,454 +566%
Boston Partners
22
Boston Partners
Massachusetts
$16.3M 611,316 +1,085 +0.2%
Citadel Advisors
23
Citadel Advisors
Florida
$15.8M 595,282 +243,938 +69%
BIP
24
Brandes Investment Partners
California
$15.5M 582,020 +564,658 +3,252%
GC
25
Guggenheim Capital
Illinois
$15.4M 579,750 +519,282 +859%
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