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Upbound Group

186 hedge funds and large institutions have $1.66B invested in Upbound Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

5% more capital invested

Capital invested by funds: $1.57B → $1.66B (+$83.3M)

2% more funds holding

Funds holding: 183186 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

79% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $4.95M

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
63
Reduced
74
Closed
19
Calls
$1.06M
Puts
$4.95M
Net Calls
-$3.89M
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$427K
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$416K
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$407K
OA
129
OFI Advisors
Pennsylvania
$399K -$126K -4,462 -24%
RFC
130
Russell Frank Company
Washington
$398K -$1M -35,476 -68%
PA
131
Profund Advisors
Maryland
$389K +$13.7K +483 +4%
SCM
132
Stevens Capital Management
Pennsylvania
$384K +$379K +13,396 New
AIP
133
Ameritas Investment Partners
Nebraska
$367K +$2.94K +104 +0.8%
Nomura Holdings
134
Nomura Holdings
Japan
$342K +$338K +11,936 New
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$341K -$90.5K -3,200 -21%
LC
136
Loews Corp
New York
$332K -$67.2K -2,375 -17%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$325K
VFA
138
Virtus Fund Advisers
Connecticut
$320K +$316K +11,168 New
BlackRock
139
BlackRock
New York
$314K -$5.54K -196 -2%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$299K -$54.3K -1,920 -16%
Citigroup
141
Citigroup
New York
$294K -$196K -6,914 -40%
RC
142
RBF Capital
California
$287K
HSBC Holdings
143
HSBC Holdings
United Kingdom
$277K +$43.8K +1,550 +19%
PP
144
Paloma Partners
Connecticut
$271K +$267K +9,448 New
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$250K +$218K +7,720 +772%
BC
146
Burney Company
Virginia
$246K -$340K -12,028 -58%
T
147
TradeWorx
New Jersey
$244K +$241K +8,509 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$234K -$69.5K -2,457 -23%
HCC
149
Hirtle Callaghan & Co
Pennsylvania
$232K
BAAM
150
Baker Avenue Asset Management
California
$221K +$218K +7,700 New