Upbound Group
UPBD
UPBD
193 hedge funds and large institutions have $759M invested in Upbound Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
3% more funds holding
Funds holding: 187 → 193 (+6)
18% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 71
58% less call options, than puts
Call options by funds: $66.7M | Put options by funds: $160M
Holders
193
Holding in Top 10
6
Calls
$66.7M
Puts
$160M
Top Buyers
| 1 | +$19.5M | |
| 2 | +$12.8M | |
| 3 | +$11.1M | |
| 4 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$7.38M |
| 5 |
State Street
Boston,
Massachusetts
|
+$6.25M |
Top Sellers
| 1 | -$5.79M | |
| 2 | -$4.98M | |
| 3 | -$4.77M | |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.71M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$2.27M |