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Upbound Group
UPBD

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Upbound Group in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
43
Increased
81
Reduced
72
Closed
10
Calls
$12.8M
Puts
$22.3M
Net Calls
-$9.48M
Net Calls Change
+$2.42M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.2M
3
Millennium Management
3
Millennium Management
New York
$15.6M
4
LCM
4
Lomas Capital Management
New York
$12.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M
2
WHG
2
Westwood Holdings Group
Texas
$67.2M
3
DIA
3
Denver Investment Advisors
Colorado
$14.1M
4
LCP
4
Lombardia Capital Partners
California
$12M
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M 5,500,000 -656,367 -11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$128M 4,505,596 +16,941 +0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$121M 4,267,138 +2,821,575 +195%
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.7M 3,374,784 +91,625 +3%
BFA
5
BlackRock Fund Advisors
California
$69.4M 2,446,199 -35,199 -1%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$68.5M 2,416,551 +38,300 +2%
WHG
7
Westwood Holdings Group
Texas
$67.2M 2,369,368 -639,947 -21%
State Street
8
State Street
Massachusetts
$58.9M 2,079,275 -97,837 -4%
HCM
9
Hirzel Capital Management
Texas
$58.6M 2,068,338 – –
Northern Trust
10
Northern Trust
Illinois
$53.2M 1,874,757 -956 -0.1%
BIT
11
BlackRock Institutional Trust
California
$42.7M 1,504,536 -66,873 -4%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$39M 1,376,130 -500 -0%
LSV Asset Management
13
LSV Asset Management
Illinois
$38.4M 1,353,435 +43,100 +3%
Artisan Partners
14
Artisan Partners
Wisconsin
$27.6M 973,197 -178,025 -15%
Pzena Investment Management
15
Pzena Investment Management
New York
$25.2M 889,444 +10,225 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.1M 815,026 +11,251 +1%
Norges Bank
17
Norges Bank
Norway
$22.8M 802,670 – –
RA
18
Royce & Associates
New York
$22.5M 793,108 +1,500 +0.2%
ERM
19
Elm Ridge Management
New York
$21.9M 773,785 -67,172 -8%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$20.8M 732,420 +102,470 +16%
Boston Partners
21
Boston Partners
Massachusetts
$18.5M 653,625 +82,128 +14%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$17.2M 606,932 +606,932 New
Millennium Management
23
Millennium Management
New York
$15.6M 550,094 +550,094 New
BIP
24
Brandes Investment Partners
California
$15M 529,701 +28,267 +6%
TSW
25
Thompson Siegel & Walmsley
Virginia
$14.4M 507,677 -164,786 -25%
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