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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$29.9M
2
ERM
2
Elm Ridge Management
New York
$9.06M
3
Millennium Management
3
Millennium Management
New York
$6.48M
4
BIP
4
Brandes Investment Partners
California
$21.5M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$44.1M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$0
2
HCM
2
Huber Capital Management
California
$45.8M
3
Ameriprise
3
Ameriprise
Minnesota
$3.81M
4
GC
4
Guggenheim Capital
Illinois
$7.23M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$240M 8,369,191 +489 +0%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$161M 5,596,926 -118,846 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$127M 4,433,312 +110,359 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$86.3M 3,007,347 +25,299 +0.8%
Artisan Partners
5
Artisan Partners
Wisconsin
$73.2M 2,552,515 -174,806 -6%
BFA
6
BlackRock Fund Advisors
California
$65.5M 2,282,507 -53,088 -2%
State Street
7
State Street
Massachusetts
$61.7M 2,152,345 -75,135 -3%
Northern Trust
8
Northern Trust
Illinois
$47.6M 1,661,297 -84,247 -5%
BIT
9
BlackRock Institutional Trust
California
$46M 1,603,752 -140,392 -8%
HCM
10
Huber Capital Management
California
$45.8M 1,596,325 -357,620 -18%
LSV Asset Management
11
LSV Asset Management
Illinois
$44.1M 1,538,458 +148,400 +11%
LCP
12
Lombardia Capital Partners
California
$40.1M 1,398,493 -313,469 -18%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$39M 1,361,416 +16,999 +1%
Pzena Investment Management
14
Pzena Investment Management
New York
$37.8M 1,319,702 -213,845 -14%
Norges Bank
15
Norges Bank
Norway
$29.9M 1,041,482 +520,741 +100%
TSW
16
Thompson Siegel & Walmsley
Virginia
$29.2M 1,018,463 -35,230 -3%
FPA
17
First Pacific Advisors
California
$27.5M 960,400 -24,900 -3%
RA
18
Royce & Associates
New York
$26M 908,035 +135,506 +18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$24.7M 860,943 -8,077 -0.9%
FWSM
20
First Wilshire Securities Management
California
$22.1M 770,151 -9,100 -1%
BIP
21
Brandes Investment Partners
California
$21.5M 749,256 +167,236 +29%
Boston Partners
22
Boston Partners
Massachusetts
$17.5M 609,422 -1,894 -0.3%
Deutsche Bank
23
Deutsche Bank
Germany
$16.2M 566,134 -54,496 -9%
KIM
24
Kestrel Investment Management
California
$14.6M 510,625 -8,000 -2%
IB
25
Intrust Bank
Kansas
$11.5M 401,061 +26,321 +7%
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