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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
AIG
51
American International Group
New York
$3.98M -$118K -4,174 -3%
Principal Financial Group
52
Principal Financial Group
Iowa
$3.91M -$49.8K -1,762 -1%
Invesco
53
Invesco
Georgia
$3.87M +$61.2K +2,164 +2%
KBC Group
54
KBC Group
Belgium
$3.82M +$772K +27,287 +26%
Ameriprise
55
Ameriprise
Minnesota
$3.81M -$9.63M -340,543 -72%
SC
56
Skylands Capital
Wisconsin
$3.48M -$1.18M -41,762 -26%
CIC
57
Crawford Investment Counsel
Georgia
$3.44M +$395K +13,980 +13%
NI
58
NFC Investments
Tennessee
$3.43M -$1.7K -60 -0.1%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$3.23M +$635K +22,461 +25%
MG
60
Markel Group
Virginia
$3.15M +$3.11M +110,000 New
LMGAM
61
Liberty Mutual Group Asset Management
Massachusetts
$2.92M -$218K -7,709 -7%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.9M -$7.38K -261 -0.3%
KCM
63
Kennedy Capital Management
Missouri
$2.87M +$780K +27,598 +38%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.86M -$459K -16,236 -14%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$2.84M -$87.7K -3,100 -3%
PPA
66
Parametric Portfolio Associates
Washington
$2.83M +$126K +4,462 +5%
CS
67
Credit Suisse
Switzerland
$2.77M -$180K -6,354 -6%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.77M -$19.8K -700 -0.7%
PCM
69
Portolan Capital Management
Massachusetts
$2.66M +$2.07M +73,285 +377%
CF
70
CNA Financial
Illinois
$2.58M -$427K -15,100 -14%
HighTower Advisors
71
HighTower Advisors
Illinois
$2.49M +$201K +7,109 +9%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$2.44M +$2.69K +95 +0.1%
LAM
73
Lingohr Asset Management
Germany
$2.08M +$2.05M +72,400 New
TA
74
Teachers Advisors
New York
$2.07M -$244K -8,622 -11%
Axa
75
Axa
France
$2.06M +$243K +8,600 +14%