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Upbound Group

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $813K

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

6% more funds holding

Funds holding: 192204 (+12)

15% less capital invested

Capital invested by funds: $2.33B → $1.97B (-$358M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
26
Opus Capital Group
Ohio
$12.7M +$620K +17,899 +5%
IB
27
Intrust Bank
Kansas
$12.1M +$69.4K +2,005 +0.6%
Citadel Advisors
28
Citadel Advisors
Florida
$11.7M +$3.36M +96,982 +38%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$11.6M +$2.32M +66,995 +24%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$11.1M +$463K +13,362 +4%
VNIM
31
Vaughan Nelson Investment Management
Texas
$10.6M +$996K +28,775 +10%
BIM
32
BlackRock Investment Management
Delaware
$10.4M -$189K -5,462 -2%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$9.6M -$8.17M -235,908 -45%
Federated Hermes
34
Federated Hermes
Pennsylvania
$9.17M -$4.02M -116,083 -30%
Axa
35
Axa
France
$9.01M -$63.4K -1,833 -0.7%
SC
36
Skylands Capital
Wisconsin
$8.97M +$850K +24,554 +10%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$8.96M +$737K +21,300 +9%
MNA
38
Manning & Napier Advisors
New York
$8.75M +$2.62M +75,690 +41%
MC
39
MIG Capital
California
$8.63M +$1.6M +46,174 +22%
RA
40
Royce & Associates
New York
$8.47M +$5.68M +164,029 +182%
TCIM
41
TIAA CREF Investment Management
New York
$8.26M -$22.7K -657 -0.3%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$8.19M -$2.13M -61,568 -20%
MOACM
43
Mutual of America Capital Management
New York
$7.64M -$205K -5,916 -3%
BCM
44
Becker Capital Management
Oregon
$7.28M +$7.56M +218,263 New
PCMF
45
Private Capital Management (Florida)
Florida
$7.27M +$7.55M +218,150 New
Goldman Sachs
46
Goldman Sachs
New York
$7.16M -$274K -7,918 -4%
KCM
47
Kennedy Capital Management
Missouri
$6.93M -$1.48M -42,857 -17%
Wells Fargo
48
Wells Fargo
California
$6.78M -$175K -5,054 -2%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.48M +$595K +17,188 +10%
CAM
50
Cubic Asset Management
Massachusetts
$5.9M +$355K +10,245 +6%