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Upbound Group

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

5% more capital invested

Capital invested by funds: $1.57B → $1.66B (+$83.3M)

2% more funds holding

Funds holding: 183186 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

79% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $4.95M

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$10.6M +$243K +8,607 +2%
PCMF
27
Private Capital Management (Florida)
Florida
$10M -$326K -11,525 -3%
ERM
28
Elm Ridge Management
New York
$9.06M +$8.93M +315,923 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$8.9M -$942K -33,294 -10%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.45M +$158K +5,582 +2%
BIM
31
BlackRock Investment Management
Delaware
$8.32M -$526K -18,600 -6%
MC
32
MIG Capital
California
$8.3M -$1.04M -36,600 -11%
B
33
Barings
North Carolina
$7.99M +$2.39M +84,623 +44%
Citadel Advisors
34
Citadel Advisors
Florida
$7.83M -$9.11M -322,129 -54%
GC
35
Guggenheim Capital
Illinois
$7.23M -$9.26M -327,573 -57%
Wells Fargo
36
Wells Fargo
California
$7.06M +$1.27M +44,816 +22%
Federated Hermes
37
Federated Hermes
Pennsylvania
$7.03M -$152K -5,382 -2%
TCIM
38
TIAA CREF Investment Management
New York
$6.84M -$94.7K -3,347 -1%
First Trust Advisors
39
First Trust Advisors
Illinois
$6.73M +$2.28M +80,763 +52%
Goldman Sachs
40
Goldman Sachs
New York
$6.65M +$200K +7,059 +3%
Millennium Management
41
Millennium Management
New York
$6.48M +$6.1M +215,839 +2,158%
Charles Schwab
42
Charles Schwab
California
$5.31M +$156K +5,519 +3%
CAM
43
Cubic Asset Management
Massachusetts
$4.75M -$61.5K -2,175 -1%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$4.5M -$2.5M -88,542 -36%
IMIM
45
Irving Magee Investment Management
Pennsylvania
$4.25M
MOACM
46
Mutual of America Capital Management
New York
$4.2M +$50.1K +1,773 +1%
Prudential Financial
47
Prudential Financial
New Jersey
$4.1M -$2.69M -94,959 -40%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.07M -$392K -13,869 -9%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$4.05M +$362K +12,790 +10%
NFA
50
Nationwide Fund Advisors
Ohio
$4.02M -$54.9K -1,941 -1%