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Upbound Group

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $1.71B → $1.96B (+$250M)

3% more funds holding

Funds holding: 186192 (+6)

10% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 71

81% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $19M

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
101
Pinnacle Holdings
Oklahoma
$1.22M -$65.5K -2,035 -6%
MOACM
102
Mutual of America Capital Management
New York
$1.21M +$16.3K +505 +2%
Morgan Stanley
103
Morgan Stanley
New York
$1.2M -$164K -5,079 -13%
WS
104
Wedbush Securities
California
$1.2M -$108K -3,345 -9%
POA
105
Pergamon Offshore Advisors
New York
$1.13M +$1,000K +31,033 New
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$45.1K +1,400 +5%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.04M -$238K -7,383 -20%
PP
108
PDT Partners
New York
$1.04M +$676K +21,000 +276%
BA
109
BlackRock Advisors
Delaware
$1.01M -$42.1K -1,307 -4%
Citigroup
110
Citigroup
New York
$993K +$720K +22,342 +449%
BG
111
BlackRock Group
United Kingdom
$956K +$225K +6,976 +36%
SDIC
112
South Dakota Investment Council
South Dakota
$944K
ProShare Advisors
113
ProShare Advisors
Maryland
$933K -$898K -27,881 -52%
SOMRS
114
State of Michigan Retirement System
Michigan
$915K +$3.22K +100 +0.4%
VRS
115
Virginia Retirement Systems
Virginia
$912K +$41.9K +1,300 +5%
GWM
116
Greenwich Wealth Management
Connecticut
$865K -$242K -7,500 -24%
GMIM
117
General Motors Investment Management
New York
$799K -$64.3K -1,995 -8%
MSA
118
Mason Street Advisors
Wisconsin
$751K -$1.74K -54 -0.3%
AI
119
Analytic Investors
California
$751K
CIBC World Market
120
CIBC World Market
Ontario, Canada
$746K -$239K -7,405 -26%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$724K +$642K +19,926 New
Connor, Clark & Lunn Investment Management (CC&L)
122
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$694K +$615K +19,100 New
PCM
123
Prelude Capital Management
New York
$679K +$403K +12,500 +202%
Allianz Asset Management
124
Allianz Asset Management
Germany
$661K
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$627K +$69.6K +2,160 +14%