Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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DAM
DLD Asset Management’s
Upbound Group
UPBD
Stock Holding History
DLD Asset Management’s Portfolio
UPBD Stock Details
UPBD Fund Activity
Bought
Maintained
Sold
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-100,000
Closed
-$1.44M
–
104
2018
Q3
$1.44M
Hold
100,000
–
–
0.07%
90
2018
Q2
$1.47M
Buy
+100,000
New
+$1.08M
0.11%
90
Other funds holding UPBD
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
EC
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Newport Beach, California
$327M AUM
22.96%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
WIC
Water Island Capital
New York
$1.08B AUM
105.75%
1-Year Est. Return
AQR Arbitrage
Greenwich, Connecticut
$7.02B AUM
31.58%
1-Year Est. Return
LMR Partners
London, United Kingdom
$26.8B AUM
68.38%
1-Year Est. Return
Goldman Sachs
New York
$1.15T AUM
47.82%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.38T AUM
44.17%
1-Year Est. Return
Citigroup
New York
$303B AUM
53.02%
1-Year Est. Return
Millennium Management
New York
$276B AUM
44.8%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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