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Upbound Group
UPBD

Overview Fund Activity

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.97M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$43.6M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$30.4M
3
HCM
3
Hirzel Capital Management
Texas
$13.3M
4
ERM
4
Elm Ridge Management
New York
$22.3M
5
SCM
5
SG Capital Management
Illinois
$10.6M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$123M
2
HCM
2
Huber Capital Management
California
$22.9M
3
Norges Bank
3
Norges Bank
Norway
$14.2M
4
KIM
4
Kestrel Investment Management
California
$0
5
State Street
5
State Street
Massachusetts
$56.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M 8,348,791 -20,400 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$136M 4,481,328 +48,016 +1%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$123M 4,061,776 -1,535,150 -27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.4M 3,043,995 +36,648 +1%
Artisan Partners
5
Artisan Partners
Wisconsin
$69M 2,272,893 -279,622 -11%
BFA
6
BlackRock Fund Advisors
California
$68.3M 2,250,003 -32,504 -1%
State Street
7
State Street
Massachusetts
$56.6M 1,864,705 -287,640 -13%
Northern Trust
8
Northern Trust
Illinois
$54.3M 1,789,348 +128,051 +8%
LSV Asset Management
9
LSV Asset Management
Illinois
$45.7M 1,506,958 -31,500 -2%
BIT
10
BlackRock Institutional Trust
California
$45.2M 1,489,469 -114,283 -7%
WHG
11
Westwood Holdings Group
Texas
$43.6M 1,437,518 +1,437,518 New
Wellington Management Group
12
Wellington Management Group
Massachusetts
$40.6M 1,338,017 -23,399 -2%
Pzena Investment Management
13
Pzena Investment Management
New York
$40.4M 1,331,683 +11,981 +0.9%
LCP
14
Lombardia Capital Partners
California
$38.6M 1,272,081 -126,412 -9%
TSW
15
Thompson Siegel & Walmsley
Virginia
$35.2M 1,159,225 +140,762 +14%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$30.4M 1,000,000 +1,000,000 New
RA
17
Royce & Associates
New York
$30M 988,735 +80,700 +9%
FPA
18
First Pacific Advisors
California
$29.2M 961,000 +600 +0.1%
BIP
19
Brandes Investment Partners
California
$26.7M 880,008 +130,752 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.9M 852,509 -8,434 -1%
HCM
21
Huber Capital Management
California
$22.9M 753,153 -843,172 -53%
ERM
22
Elm Ridge Management
New York
$22.3M 736,013 +420,090 +133%
FWSM
23
First Wilshire Securities Management
California
$20.3M 669,226 -100,925 -13%
Boston Partners
24
Boston Partners
Massachusetts
$19M 627,310 +17,888 +3%
Norges Bank
25
Norges Bank
Norway
$14.2M 466,540 -574,942 -55%
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