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Upbound Group
UPBD
UPBD
220 hedge funds and large institutions have $1.52B invested in Upbound Group in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,296% more call options, than puts
Call options by funds: $5.85M | Put options by funds: $419K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
59% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 29
30% more capital invested
Capital invested by funds: $1.17B → $1.52B (+$348M)
8% more funds holding
Funds holding: 204 → 220 (+16)
1.8% more ownership
Funds ownership: 85.71% → 87.51% (+1.8%)
9% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 78
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
46
Increased
71
Reduced
78
Closed
29
Calls
$5.85M
Puts
$419K
Net Calls
+$5.43M
Net Calls Change
+$26M
Top Buyers
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$47.1M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$7.26M |
| 3 |
BlackRock
New York
|
+$4.94M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.27M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.3M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$10.4M |
| 3 |
State Street
Boston,
Massachusetts
|
-$3.86M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.18M |
