We are live on ! Find out more
UPBD icon

Upbound Group

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 192188 (-4)

25% less capital invested

Capital invested by funds: $1.96B → $1.46B (-$495M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

88% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $13.6M

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
101
Mutual of America Capital Management
New York
$943K +$30K +985 +3%
FCH
102
Freestone Capital Holdings
Washington
$932K +$1.04M +33,978 New
SG Americas Securities
103
SG Americas Securities
New York
$923K +$917K +30,100 +851%
PH
104
Pinnacle Holdings
Oklahoma
$908K -$18.1K -595 -2%
BA
105
BlackRock Advisors
Delaware
$901K +$150K +4,907 +18%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$865K +$961K +31,526 New
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$861K +$39.6K +1,300 +4%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$789K
SC
109
Skylands Capital
Wisconsin
$788K -$188K -6,173 -18%
SAM
110
Sequent Asset Management
Texas
$717K +$796K +26,117 New
SDIC
111
South Dakota Investment Council
South Dakota
$713K
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$694K +$189K +6,200 +32%
Citigroup
113
Citigroup
New York
$690K -$67K -2,199 -8%
NI
114
Numeric Investors
Massachusetts
$678K +$491K +16,100 +187%
Federated Hermes
115
Federated Hermes
Pennsylvania
$674K -$9.34M -306,569 -93%
ZCM
116
Zebra Capital Management
Connecticut
$671K -$538K -17,655 -42%
SO
117
STRS Ohio
Ohio
$669K -$350K -11,500 -32%
SOMRS
118
State of Michigan Retirement System
Michigan
$659K -$36.6K -1,200 -5%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$643K +$714K +23,440 New
Two Sigma Advisers
120
Two Sigma Advisers
New York
$593K +$51.8K +1,700 +9%
ProShare Advisors
121
ProShare Advisors
Maryland
$590K -$127K -4,174 -16%
MSA
122
Mason Street Advisors
Wisconsin
$585K +$18.9K +619 +3%
GMIM
123
General Motors Investment Management
New York
$584K -$21.1K -694 -3%
BlackRock
124
BlackRock
New York
$570K +$470K +15,420 +287%
OA
125
OFI Advisors
Pennsylvania
$564K +$156K +5,116 +33%