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Upbound Group

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $1.71B → $1.96B (+$250M)

3% more funds holding

Funds holding: 186192 (+6)

10% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 71

81% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $19M

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$5.25M +$59.8K +1,858 +1%
Goldman Sachs
52
Goldman Sachs
New York
$5.08M -$1.52M -47,229 -25%
NFA
53
Nationwide Fund Advisors
Ohio
$5.07M -$44.4K -1,378 -1%
GC
54
Guggenheim Capital
Illinois
$5M -$4.66M -144,573 -51%
Invesco
55
Invesco
Georgia
$4.92M +$111K +3,459 +3%
AIG
56
American International Group
New York
$4.9M -$130K -4,038 -3%
Millennium Management
57
Millennium Management
New York
$4.06M +$3.6M +111,823 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.93M +$27.5K +855 +0.8%
PPA
59
Parametric Portfolio Associates
Washington
$3.77M +$330K +10,249 +11%
SEI Investments
60
SEI Investments
Pennsylvania
$3.71M +$3.29M +102,112 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.59M
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.57M +$29.5K +917 +0.9%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$3.09M +$38.6K +1,200 +1%
Barclays
64
Barclays
United Kingdom
$2.9M +$1.7M +52,752 +189%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.9M -$105K -3,250 -4%
Macquarie Group
66
Macquarie Group
Australia
$2.87M +$618K +19,200 +32%
Comerica Bank
67
Comerica Bank
Texas
$2.72M +$1.18M +36,605 +95%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.69M +$1.55M +48,164 +185%
TA
69
Teachers Advisors
New York
$2.62M
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$2.38M
UCFA
71
United Capital Financial Advisors
Texas
$2.37M +$1.11M +34,541 +112%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.37M +$1.12M +34,843 +115%
Massachusetts Financial Services
73
Massachusetts Financial Services
Massachusetts
$2.32M -$2.69M -83,530 -57%
Legal & General Group
74
Legal & General Group
United Kingdom
$2.27M +$329K +10,222 +20%
CCM
75
Cadian Capital Management
New York
$2.17M -$4.07M -126,300 -68%