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
SC
76
Skylands Capital
Wisconsin
$1.7M -$1.76M -65,288 -54%
SIC
77
Schwartz Investment Counsel
Michigan
$1.64M -$403K -15,000 -22%
HIP
78
Hatteras Investment Partners
North Carolina
$1.63M +$1.44M +53,622 New
ProShare Advisors
79
ProShare Advisors
Maryland
$1.63M -$43.7K -1,624 -3%
Legal & General Group
80
Legal & General Group
United Kingdom
$1.58M +$417K +15,507 +42%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$1.54M -$115K -4,266 -8%
CS
82
Credit Suisse
Switzerland
$1.48M -$1.28M -47,656 -49%
TPSF
83
Texas Permanent School Fund
Texas
$1.46M -$146K -5,448 -10%
ZCM
84
Zebra Capital Management
Connecticut
$1.31M +$38.9K +1,447 +3%
AI
85
Atria Investments
North Carolina
$1.21M -$132K -4,915 -11%
UBS AM
86
UBS AM
Illinois
$1.19M +$96.8K +3,600 +10%
SI
87
SII Investments
Wisconsin
$1.18M +$28.9K +1,075 +3%
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$1.17M -$822K -30,581 -44%
Comerica Bank
89
Comerica Bank
Texas
$1.17M +$29.2K +1,086 +3%
Morgan Stanley
90
Morgan Stanley
New York
$1.16M -$807K -30,020 -44%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1.12M -$309K -11,500 -24%
SO
92
STRS Ohio
Ohio
$1.12M -$56.5K -2,100 -5%
WS
93
Wedbush Securities
California
$1.1M -$8.07K -300 -0.8%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.1M
PH
95
Pinnacle Holdings
Oklahoma
$1.08M +$23K +855 +2%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.07M -$242K -9,000 -20%
N
97
Nuveen
North Carolina
$1.05M +$1.72K +64 +0.2%
ASRS
98
Arizona State Retirement System
Arizona
$1.04M -$45.7K -1,700 -5%
PGCM
99
Prescott Group Capital Management
Oklahoma
$1.03M +$914K +34,000 New
MOACM
100
Mutual of America Capital Management
New York
$997K -$3.05M -113,515 -78%