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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
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$1.98M +$1.96M +69,180 New
SIC
77
Schwartz Investment Counsel
Michigan
$1.98M -$424K -15,000 -18%
Morgan Stanley
78
Morgan Stanley
New York
$1.95M +$1.06M +37,581 +123%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$1.9M +$16.7K +590 +0.9%
Swiss National Bank
80
Swiss National Bank
Switzerland
$1.68M -$28.3K -1,000 -2%
PP
81
PDT Partners
New York
$1.65M +$1.41M +49,861 +658%
ProShare Advisors
82
ProShare Advisors
Maryland
$1.58M -$259K -9,148 -14%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.58M +$186K +6,589 +14%
TPSF
84
Texas Permanent School Fund
Texas
$1.53M +$2.97K +105 +0.2%
AQR Capital Management
85
AQR Capital Management
Connecticut
$1.39M
AI
86
Atria Investments
North Carolina
$1.28M +$1.26M +44,679 New
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$1.27M -$141K -5,000 -10%
ZCM
88
Zebra Capital Management
Connecticut
$1.2M -$409K -14,473 -26%
GCP
89
GSA Capital Partners
United Kingdom
$1.18M +$1.16M +41,185 New
SO
90
STRS Ohio
Ohio
$1.12M -$82K -2,900 -7%
SI
91
SII Investments
Wisconsin
$1.08M +$157K +5,562 +17%
ARTA
92
A.R.T. Advisors
New York
$1.08M +$1.07M +37,683 New
Comerica Bank
93
Comerica Bank
Texas
$1.07M -$105K -3,715 -9%
WS
94
Wedbush Securities
California
$1.05M -$95.8K -3,388 -8%
Legal & General Group
95
Legal & General Group
United Kingdom
$1.05M +$369K +13,060 +55%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.04M
ASRS
97
Arizona State Retirement System
Arizona
$1.03M +$22.6K +800 +2%
UBS AM
98
UBS AM
Illinois
$1.02M
PH
99
Pinnacle Holdings
Oklahoma
$1M +$9.9K +350 +1%
N
100
Nuveen
North Carolina
$993K