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Upbound Group

186 hedge funds and large institutions have $1.71B invested in Upbound Group in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$48.6M)

0% more funds holding

Funds holding: 186186 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

24% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $3.92M

32% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 82

Holders
186
Holders Change
Holders Change %
0%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
56
Reduced
82
Closed
24
Calls
$2.99M
Puts
$3.92M
Net Calls
-$924K
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$464K +$91.4K +3,400 +29%
MERSOM
127
Municipal Employees' Retirement System of Michigan
Michigan
$459K +$5.38K +200 +1%
US Bancorp
128
US Bancorp
Minnesota
$452K
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$440K
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$434K +$2.69K +100 +0.7%
FIM
131
Freedom Investment Management
Connecticut
$432K -$32.3K -1,200 -8%
CRM
132
Cramer Rosenthal McGlynn
Connecticut
$413K -$269K -10,000 -42%
GCP
133
GSA Capital Partners
United Kingdom
$391K -$761K -28,299 -69%
AIP
134
Ameritas Investment Partners
Nebraska
$388K
AG
135
Aperio Group
California
$350K -$380K -14,150 -55%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$344K
OTPPB
137
Ontario Teachers' Pension Plan Board
Ontario, Canada
$328K +$290K +10,792 New
RC
138
RBF Capital
California
$304K
SG Americas Securities
139
SG Americas Securities
New York
$296K -$242K -8,991 -48%
LC
140
Loews Corp
New York
$261K -$80.2K -2,981 -26%
HCC
141
Hirtle Callaghan & Co
Pennsylvania
$246K
KBC Group
142
KBC Group
Belgium
$241K -$3.37M -125,163 -94%
OL
143
Orbitronix LP
California
$237K +$210K +7,800 New
PP
144
PDT Partners
New York
$231K -$1.34M -49,833 -87%
SAM
145
Securian Asset Management
Minnesota
$224K
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$223K -$161 -6 -0.1%
JWA
147
JFS Wealth Advisors
Pennsylvania
$219K -$25.3K -941 -12%
CAM
148
Capstone Asset Management
Texas
$219K +$194K +7,232 New
PA
149
Profund Advisors
Maryland
$203K -$185K -6,874 -51%
PCM
150
Prelude Capital Management
New York
$188K +$132K +4,900 +377%