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Upbound Group

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$48.6M)

0% more funds holding

Funds holding: 186186 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

24% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $3.92M

32% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 82

Holders
186
Holders Change
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hirzel Capital Management
Texas
$13.3M +$11.8M +439,644 New
Deutsche Bank
27
Deutsche Bank
Germany
$13.1M -$3.63M -135,072 -24%
IB
28
Intrust Bank
Kansas
$11.7M -$446K -16,582 -4%
Citadel Advisors
29
Citadel Advisors
Florida
$11.7M +$2.98M +110,715 +41%
SCM
30
SG Capital Management
Illinois
$10.6M +$9.36M +347,932 New
PCMF
31
Private Capital Management (Florida)
Florida
$10.4M -$167K -6,225 -2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$9.18M -$1.85M -68,748 -19%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$9.04M +$84.7K +3,151 +1%
BIM
34
BlackRock Investment Management
Delaware
$8.88M +$70.7K +2,631 +0.9%
GC
35
Guggenheim Capital
Illinois
$8.57M +$810K +30,136 +12%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$8.52M -$795K -29,585 -10%
Federated Hermes
37
Federated Hermes
Pennsylvania
$7.22M -$195K -7,259 -3%
First Trust Advisors
38
First Trust Advisors
Illinois
$7.12M -$1.96K -73 -0%
TCIM
39
TIAA CREF Investment Management
New York
$7.03M -$188K -7,007 -3%
Wells Fargo
40
Wells Fargo
California
$5.91M -$1.38M -51,395 -21%
Charles Schwab
41
Charles Schwab
California
$5.86M +$209K +7,776 +4%
Goldman Sachs
42
Goldman Sachs
New York
$5.67M -$1.21M -44,856 -19%
CCM
43
Cadian Capital Management
New York
$5.64M +$5M +186,000 New
MG
44
Markel Group
Virginia
$5.28M +$1.72M +64,000 +58%
CAM
45
Cubic Asset Management
Massachusetts
$5.18M +$136K +5,075 +3%
PCM
46
Portolan Capital Management
Massachusetts
$5.15M +$2.07M +77,001 +83%
CCM
47
Coe Capital Management
Illinois
$4.72M +$4.18M +155,575 New
IMIM
48
Irving Magee Investment Management
Pennsylvania
$4.49M
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$4.47M +$168K +6,241 +4%
Principal Financial Group
50
Principal Financial Group
Iowa
$4.33M +$169K +6,283 +5%