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Upbound Group
UPBD

Overview Fund Activity

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$89.8M
2
HCM
2
Hirzel Capital Management
Texas
$47.2M
3
DIA
3
Denver Investment Advisors
Colorado
$28M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$22.5M
5
WHG
5
Westwood Holdings Group
Texas
$70.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$49.6M
2
LCP
2
Lombardia Capital Partners
California
$8.14M
3
FPA
3
First Pacific Advisors
California
$6.9M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$18.9M
5
HCM
5
Huber Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$286M 7,865,391 -483,400 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$162M 4,462,362 -18,966 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$113M 3,109,191 +65,196 +2%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$89.8M 2,473,251 +1,473,251 +147%
BFA
5
BlackRock Fund Advisors
California
$88.1M 2,426,417 +176,414 +8%
State Street
6
State Street
Massachusetts
$77.9M 2,146,249 +281,544 +15%
WHG
7
Westwood Holdings Group
Texas
$70.3M 1,936,935 +499,417 +35%
Artisan Partners
8
Artisan Partners
Wisconsin
$69.1M 1,902,822 -370,071 -16%
Northern Trust
9
Northern Trust
Illinois
$66.2M 1,823,040 +33,692 +2%
LSV Asset Management
10
LSV Asset Management
Illinois
$54.3M 1,494,258 -12,700 -0.8%
BIT
11
BlackRock Institutional Trust
California
$53.9M 1,483,034 -6,435 -0.4%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$49.6M 1,364,330 -2,697,446 -66%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$48.8M 1,342,290 +4,273 +0.3%
HCM
14
Hirzel Capital Management
Texas
$47.2M 1,299,037 +859,393 +195%
Pzena Investment Management
15
Pzena Investment Management
New York
$33.5M 921,503 -410,180 -31%
RA
16
Royce & Associates
New York
$29.4M 809,935 -178,800 -18%
Norges Bank
17
Norges Bank
Norway
$29.2M 802,670 +336,130 +72%
ERM
18
Elm Ridge Management
New York
$28.1M 774,684 +38,671 +5%
DIA
19
Denver Investment Advisors
Colorado
$28M 771,364 +771,364 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$27.6M 760,628 -91,881 -11%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$22.5M 619,450 +619,450 New
FWSM
22
First Wilshire Securities Management
California
$22.5M 618,376 -50,850 -8%
Boston Partners
23
Boston Partners
Massachusetts
$21.7M 598,269 -29,041 -5%
BIP
24
Brandes Investment Partners
California
$21.7M 596,553 -283,455 -32%
TSW
25
Thompson Siegel & Walmsley
Virginia
$18.9M 519,609 -639,616 -55%
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