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Upbound Group

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $813K

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

6% more funds holding

Funds holding: 192204 (+12)

15% less capital invested

Capital invested by funds: $2.33B → $1.97B (-$358M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
MIU
101
Man Investments (UK)
United Kingdom
$1.31M +$728K +21,021 +114%
ASRS
102
Arizona State Retirement System
Arizona
$1.3M -$86.5K -2,500 -6%
SO
103
STRS Ohio
Ohio
$1.29M -$138K -4,000 -9%
KBC Group
104
KBC Group
Belgium
$1.28M +$131K +3,772 +11%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.21M
DCM
106
Dynamic Capital Management
Jersey
$1.19M +$1.23M +35,602 New
N
107
Nuveen
North Carolina
$1.16M
BA
108
BlackRock Advisors
Delaware
$1.13M +$72.2K +2,087 +7%
RHBC
109
R.H. Bluestein & Co
Michigan
$1.07M +$1.11M +32,000 New
BG
110
BlackRock Group
United Kingdom
$1.06M -$277K -8,010 -20%
MAM
111
Martingale Asset Management
Massachusetts
$1.01M +$169K +4,888 +19%
SI
112
Scout Investments
Missouri
$992K +$1.73K +50 +0.2%
SCM
113
Stevens Capital Management
Pennsylvania
$971K +$1.01M +29,127 New
AL
114
Airain Ltd
Guernsey
$970K +$1.01M +29,093 New
SI
115
SII Investments
Wisconsin
$957K +$265K +7,665 +37%
Bank of America
116
Bank of America
North Carolina
$952K -$139K -4,015 -12%
AG
117
Aperio Group
California
$943K
BC
118
Burney Company
Virginia
$941K -$198K -5,708 -17%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$907K
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$894K -$138K -4,000 -13%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$873K +$242K +7,000 +36%
RA
122
Rational Advisors
New York
$862K
UBS AM
123
UBS AM
Illinois
$860K -$6.92K -200 -0.8%
SOMRS
124
State of Michigan Retirement System
Michigan
$837K +$6.92K +200 +0.8%
MLM
125
Mount Lucas Management
Pennsylvania
$796K +$826K +23,864 New