Upbound Group
UPBD
UPBD
201 hedge funds and large institutions have $673M invested in Upbound Group in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
6% more funds holding
Funds holding: 190 → 201 (+11)
20% less capital invested
Capital invested by funds: $845M → $673M (-$172M)
Holders
201
Holding in Top 10
2
Calls
$946K
Puts
$859K
Top Buyers
| 1 | +$8.92M | |
| 2 | +$7.5M | |
| 3 | +$6.81M | |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$6.55M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$4.86M |
Top Sellers
| 1 | -$14.7M | |
| 2 | -$10.7M | |
| 3 | -$9.74M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.29M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.29M |