We are live on ! Find out more
UPBD icon

Upbound Group

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

103.56% more ownership

Funds ownership: 0%103.56% (+104%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

3% less funds holding

Funds holding: 183177 (-6)

7% less capital invested

Capital invested by funds: $664M → $619M (-$44.8M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

83% less call options, than puts

Call options by funds: $3.68M | Put options by funds: $21.4M

Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
MSI Financial Services
Massachusetts
$36K -$4.21K -378 -11%
OMCS
152
Old Mutual Customised Solutions
South Africa
$33K
TAM
153
Tyers Asset Management
Texas
$29K +$28.7K +2,574 New
RCM
154
Riverhead Capital Management
Delaware
$24K
GHCM
155
Glen Harbor Capital Management
California
$21K +$20.8K +1,872 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$19K
WT
157
Whittier Trust
California
$13K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$11K -$936K -84,086 -99%
AOWM
159
Alpha Omega Wealth Management
Virginia
$11K
SWA
160
Sutton Wealth Advisors
Florida
$10.8K +$1.51K +136 +17%
IUHSA
161
Itau Unibanco Holding S.A.
Brazil
$10K +$2.34K +210 +32%
SC
162
Skylands Capital
Wisconsin
$8K
QCG
163
Quadrant Capital Group
Ohio
$6K +$6.93K +622 New
CFA
164
Carroll Financial Associates
North Carolina
$3K
GAM
165
Gemmer Asset Management
California
$3K +$568 +51 +26%
NFG
166
Next Financial Group
Texas
$2K -$2.23K -200 -50%
WA
167
WealthTrust-Arizona
Arizona
$2K -$2.23K -200 -57%
VCM
168
Versant Capital Management
Arizona
$1K -$14.4K -1,297 -88%
TRCT
169
Tower Research Capital (TRC)
New York
$1K -$7.5K -673 -93%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$1K -$6.49K -583 -93%
DAM
171
Delta Asset Management
Tennessee
$1K
Loomis, Sayles & Company
172
Loomis, Sayles & Company
Massachusetts
$1K
BFM
173
Boothbay Fund Management
New York
$451 +$324K +29,093 New
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
-$6.28M -496,858 Closed
PCM
175
Peregrine Capital Management
Minnesota
-$6.08M -480,942 Closed