We are live on ! Find out more
UPBD icon

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
HSA
151
Hussman Strategic Advisors
Maryland
$182K
Canada Life
152
Canada Life
Manitoba, Canada
$169K +$87K +3,237 +139%
BlackRock
153
BlackRock
New York
$163K -$150K -5,582 -51%
Citigroup
154
Citigroup
New York
$151K -$142K -5,295 -52%
Marshall Wace
155
Marshall Wace
United Kingdom
$123K +$109K +4,047 New
U
156
UBS
Switzerland
$106K +$69.9K +2,600 +289%
Creative Planning
157
Creative Planning
Kansas
$102K -$29.4K -1,092 -25%
RBA
158
Richard Bernstein Advisors
New York
$101K +$89.3K +3,323 New
RFC
159
Russell Frank Company
Washington
$88K -$369K -13,724 -83%
OMCS
160
Old Mutual Customised Solutions
South Africa
$88K
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$61K
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$58K -$1.13K -42 -2%
WAM
163
Wolverine Asset Management
Illinois
$54K +$48.4K +1,800 New
NFG
164
Next Financial Group
Texas
$53K +$47.2K +1,755 New
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$50K -$36.5K -1,356 -46%
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$50K +$18.9K +704 +74%
AAM
167
Advisors Asset Management
Colorado
$46K -$2.69K -100 -6%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$39K +$484 +18 +1%
VFA
169
Virtus Fund Advisers
Connecticut
$35K -$269K -10,016 -90%
MFS
170
MSI Financial Services
Massachusetts
$32K -$8.25K -307 -23%
NES
171
New England Securities
New York
$25K +$188 +7 +0.9%
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$23K +$15.1K +560 +275%
WCBA
173
Weaver C. Barksdale & Associates
Tennessee
$15K +$134 +5 +1%
Group One Trading
174
Group One Trading
Illinois
$14K +$12.4K +461 New
TRCT
175
Tower Research Capital (TRC)
New York
$14K +$12.8K +476 New