We are live on ! Find out more
UPBD icon

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
NFA
51
Nationwide Fund Advisors
Ohio
$4.28M +$22.5K +837 +0.6%
AIG
52
American International Group
New York
$4.22M +$5.14K +191 +0.1%
Invesco
53
Invesco
Georgia
$4M -$75.5K -2,807 -2%
Ameriprise
54
Ameriprise
Minnesota
$3.95M -$64K -2,381 -2%
LAM
55
Lingohr Asset Management
Germany
$3.92M +$1.53M +56,800 +78%
NI
56
NFC Investments
Tennessee
$3.46M -$152K -5,650 -5%
KCM
57
Kennedy Capital Management
Missouri
$3.45M +$362K +13,480 +13%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.25M -$934K -34,740 -24%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$3M -$5.38K -200 -0.2%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.96M +$28.3K +1,053 +1%
PPA
61
Parametric Portfolio Associates
Washington
$2.84M -$131K -4,870 -5%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.69M +$53.9K +2,005 +2%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$2.68M -$1.84M -68,607 -44%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$2.55M -$25.8K -959 -1%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.52M -$484K -17,990 -18%
Axa
66
Axa
France
$2.39M +$191K +7,100 +10%
STC
67
SEI Trust Company
Pennsylvania
$2.36M +$2.09M +77,800 New
CF
68
CNA Financial
Illinois
$2.33M -$354K -13,175 -15%
TA
69
Teachers Advisors
New York
$2.19M
Prudential Financial
70
Prudential Financial
New Jersey
$2.15M -$1.94M -72,041 -50%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$1.99M -$23.1K -861 -1%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$1.97M -$1.29M -47,802 -42%
CIC
73
Crawford Investment Counsel
Georgia
$1.92M -$1.52M -56,550 -47%
Macquarie Group
74
Macquarie Group
Australia
$1.81M +$1.61M +59,700 New
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.75M -$29.6K -1,100 -2%