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
GWM
101
Greenwich Wealth Management
Connecticut
$951K +$405K +15,070 +93%
UCFA
102
United Capital Financial Advisors
Texas
$936K -$53.9K -2,003 -6%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$926K +$228K +8,471 +38%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$922K +$109K +4,040 +15%
BA
105
BlackRock Advisors
Delaware
$888K -$26.6K -989 -3%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$871K +$45.7K +1,700 +6%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$848K +$752K +27,950 New
Barclays
108
Barclays
United Kingdom
$836K -$124K -4,602 -14%
HNB
109
Huntington National Bank
Ohio
$824K
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$790K -$230K -8,557 -25%
SDIC
111
South Dakota Investment Council
South Dakota
$789K +$699K +26,000 New
SOMRS
112
State of Michigan Retirement System
Michigan
$762K +$8.07K +300 +1%
GMIM
113
General Motors Investment Management
New York
$728K
VRS
114
Virginia Retirement Systems
Virginia
$722K +$59.2K +2,200 +10%
ACH
115
ArrowMark Colorado Holdings
Colorado
$707K +$626K +23,300 New
MLM
116
Mount Lucas Management
Pennsylvania
$677K +$54.2K +2,016 +10%
MSA
117
Mason Street Advisors
Wisconsin
$630K +$6.37K +237 +1%
AI
118
Analytic Investors
California
$627K -$43.2K -1,608 -7%
BG
119
BlackRock Group
United Kingdom
$587K -$369K -13,738 -42%
OA
120
OFI Advisors
Pennsylvania
$558K +$121K +4,498 +32%
Allianz Asset Management
121
Allianz Asset Management
Germany
$552K
Bank of America
122
Bank of America
North Carolina
$535K -$271K -10,097 -36%
LMGAM
123
Liberty Mutual Group Asset Management
Massachusetts
$522K -$2.27M -84,580 -83%
HW
124
Hancock Whitney
Mississippi
$493K +$21.1K +785 +5%
JP Morgan Chase
125
JP Morgan Chase
New York
$483K -$7.26K -270 -2%