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Upbound Group
UPBD

Overview Fund Activity

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$82.6M
2
HCM
2
Hirzel Capital Management
Texas
$56.8M
3
LCP
3
Lombardia Capital Partners
California
$17.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$6.47M
5
Bessemer Group
5
Bessemer Group
New Jersey
$5.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$31.6M
3
SAM
3
Scopus Asset Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$674K
5
WRF
5
Waddell & Reed Financial
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M 6,156,367 -1,709,024 -22%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$123M 4,488,655 +26,293 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$90.1M 3,283,159 +173,968 +6%
WHG
4
Westwood Holdings Group
Texas
$82.6M 3,009,315 +1,072,380 +55%
BFA
5
BlackRock Fund Advisors
California
$68.1M 2,481,398 +54,981 +2%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$65.3M 2,378,251 -95,000 -4%
State Street
7
State Street
Massachusetts
$59.7M 2,177,112 +30,863 +1%
HCM
8
Hirzel Capital Management
Texas
$56.8M 2,068,338 +769,301 +59%
Northern Trust
9
Northern Trust
Illinois
$51.5M 1,875,713 +52,673 +3%
BIT
10
BlackRock Institutional Trust
California
$43.1M 1,571,409 +88,375 +6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$39.7M 1,445,563 +103,273 +8%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$37.8M 1,376,630 +12,300 +0.9%
LSV Asset Management
13
LSV Asset Management
Illinois
$36M 1,310,335 -183,923 -12%
Artisan Partners
14
Artisan Partners
Wisconsin
$31.6M 1,151,222 -751,600 -39%
Pzena Investment Management
15
Pzena Investment Management
New York
$24.1M 879,219 -42,284 -5%
ERM
16
Elm Ridge Management
New York
$23.1M 840,957 +66,273 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22.1M 803,775 +43,147 +6%
Norges Bank
18
Norges Bank
Norway
$22M 802,670 – –
RA
19
Royce & Associates
New York
$21.7M 791,608 -18,327 -2%
DIA
20
Denver Investment Advisors
Colorado
$20.5M 745,436 -25,928 -3%
TSW
21
Thompson Siegel & Walmsley
Virginia
$18.5M 672,463 +152,854 +29%
LCP
22
Lombardia Capital Partners
California
$17.8M 647,081 +422,873 +189%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$17.3M 629,950 +10,500 +2%
Boston Partners
24
Boston Partners
Massachusetts
$15.7M 571,497 -26,772 -4%
BIP
25
Brandes Investment Partners
California
$13.8M 501,434 -95,119 -16%
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