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Upbound Group
UPBD
UPBD
221 hedge funds and large institutions have $1.66B invested in Upbound Group in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
14% more capital invested
Capital invested by funds: $1.45B → $1.66B (+$208M)
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
1.51% more ownership
Funds ownership: 103.74% → 105.24% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 223 → 221 (-2)
16% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 88
74% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $55.1M
Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
74
Reduced
88
Closed
30
Calls
$14.6M
Puts
$55.1M
Net Calls
-$40.5M
Net Calls Change
-$7.45M
Top Buyers
| 1 |
RA
Royce & Associates
New York
|
+$16.5M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$14.9M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$13.5M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$12.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.23M |
Top Sellers
| 1 |
LP
LMR Partners
London,
United Kingdom
|
-$24.1M |
| 2 |
Goldman Sachs
New York
|
-$13.2M |
| 3 |
Millennium Management
New York
|
-$10.8M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$9.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.09M |
