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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
SAM
151
Securian Asset Management
Minnesota
$212K -$5.85K -207 -3%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$211K +$208K +7,341 New
ARC
153
Absolute Return Capital
Massachusetts
$182K -$106K -3,737 -37%
HSA
154
Hussman Strategic Advisors
Maryland
$172K +$170K +6,000 New
BJ
155
BlackRock Japan
Japan
$160K +$144K +5,084 +1,009%
Creative Planning
156
Creative Planning
Kansas
$128K +$36.7K +1,298 +41%
PG
157
PEAK6 Group
Illinois
$86K +$84.4K +2,984 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$85K +$55.8K +1,973 +197%
OMCS
159
Old Mutual Customised Solutions
South Africa
$83K
Canada Life
160
Canada Life
Manitoba, Canada
$66K
DVM
161
Dreman Value Management
Florida
$63K +$26K +918 +71%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$57K
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$56K
AAM
164
Advisors Asset Management
Colorado
$46K -$2.83K -100 -6%
MFS
165
MSI Financial Services
Massachusetts
$39K +$38.5K +1,362 New
PCM
166
Prelude Capital Management
New York
$37K +$36.8K +1,300 New
HRIA
167
Haberer Registered Investment Advisor
Ohio
$36K +$8.2K +290 +30%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$35K +$3.25K +115 +10%
Parallax Volatility Advisers
169
Parallax Volatility Advisers
California
$27K +$19K +672 +241%
U
170
UBS
Switzerland
$26K +$1.67K +59 +7%
NES
171
New England Securities
New York
$23K +$12.8K +453 +127%
WCBA
172
Weaver C. Barksdale & Associates
Tennessee
$14K -$1.44K -51 -10%
IRS
173
Invictus RG (Singapore)
Singapore
$13K +$13.3K +470 New
BPBT
174
Boston Private Bank & Trust
Massachusetts
$12K +$3.39K +120 +39%
MCM
175
Manchester Capital Management
Vermont
$11K