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Upbound Group

180 hedge funds and large institutions have $738M invested in Upbound Group in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $755M → $738M (-$16.8M)

38% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 77

63% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $48.6M

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.1M
Puts
$48.6M
Net Calls
Net Calls Change

Top Buyers

1 +$24.7M
2 +$20.6M
3 +$18.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.25M
5
Goldman Sachs
Goldman Sachs
New York
+$6.88M

Top Sellers

1 -$64M
2 -$26M
3 -$9.02M
4
BlackRock
BlackRock
New York
-$8.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$558K
102
$554K
103
$501K
104
$478K
105
$443K
106
$436K
107
$430K
108
$422K
109
$402K
110
$378K
111
$366K
112
$362K
113
$362K
114
$351K
115
$335K
116
$330K
117
$311K
118
$306K
119
$293K
120
$288K
121
$282K
122
$278K
123
$272K
124
$259K
125
$257K