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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$992K +$469K +16,585 +92%
BG
102
BlackRock Group
United Kingdom
$949K -$115K -4,077 -11%
UCFA
103
United Capital Financial Advisors
Texas
$942K +$644K +22,773 +226%
Barclays
104
Barclays
United Kingdom
$910K -$98.6K -3,488 -10%
BA
105
BlackRock Advisors
Delaware
$867K -$166K -5,879 -16%
Bank of America
106
Bank of America
North Carolina
$795K -$207K -7,319 -21%
HNB
107
Huntington National Bank
Ohio
$779K
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$774K +$50.9K +1,800 +7%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$755K +$556K +19,664 +295%
AG
110
Aperio Group
California
$737K +$350K +12,381 +93%
SOMRS
111
State of Michigan Retirement System
Michigan
$711K
GMIM
112
General Motors Investment Management
New York
$688K +$63K +2,229 +10%
CRM
113
Cramer Rosenthal McGlynn
Connecticut
$677K
AI
114
Analytic Investors
California
$639K +$108K +3,834 +21%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$632K +$41K +1,448 +7%
VRS
116
Virginia Retirement Systems
Virginia
$619K -$2.83K -100 -0.5%
MSA
117
Mason Street Advisors
Wisconsin
$588K -$14.3K -507 -2%
MLM
118
Mount Lucas Management
Pennsylvania
$582K -$166K -5,861 -22%
SG Americas Securities
119
SG Americas Securities
New York
$537K +$530K +18,741 New
Allianz Asset Management
120
Allianz Asset Management
Germany
$522K
GWM
121
Greenwich Wealth Management
Connecticut
$466K +$29.7K +1,050 +7%
JP Morgan Chase
122
JP Morgan Chase
New York
$465K +$27.5K +974 +6%
HW
123
Hancock Whitney
Mississippi
$444K +$437K +15,465 New
FIM
124
Freedom Investment Management
Connecticut
$443K -$53.6K -1,894 -11%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$428K