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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
126
$248K
127
$247K
128
$240K
129
$230K
130
$209K
131
$207K
132
$206K
133
$204K
134
$198K
135
$194K
136
$189K
137
$183K
138
$179K
139
$176K
140
$173K
141
$163K
142
$152K
143
$147K
144
$147K
145
$132K
146
$114K
147
$83K
148
$78.8K
149
$76K
150
$73K