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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
BPBT
176
Boston Private Bank & Trust
Massachusetts
$13K
MCM
177
Manchester Capital Management
Vermont
$12K
CFA
178
Carroll Financial Associates
North Carolina
$9K
GAM
179
Gemmer Asset Management
California
$7K
WA
180
WFG Advisors
Texas
$5K
DAM
181
Delta Asset Management
Tennessee
$4K
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1K +$70.7K +2,630 +3%
Walleye Trading
183
Walleye Trading
New York
$3K +$2.69K +100 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$2K
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
ST
186
SpiderRock Trading
Illinois
$1K
GSC
187
Ground Swell Capital
South Carolina
$1K +$672 +25 New
KIM
188
Kestrel Investment Management
California
-$14.6M -510,625 Closed
MC
189
MIG Capital
California
-$8.3M -289,400 Closed
B
190
Barings
North Carolina
-$7.99M -278,605 Closed
Millennium Management
191
Millennium Management
New York
-$6.48M -225,841 Closed
ARTA
192
A.R.T. Advisors
New York
-$1.08M -37,683 Closed
SCM
193
Stevens Capital Management
Pennsylvania
-$384K -13,396 Closed
Nomura Holdings
194
Nomura Holdings
Japan
-$342K -11,936 Closed
Los Angeles Capital Management
195
Los Angeles Capital Management
California
-$299K -10,413 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
-$277K -9,658 Closed
PP
197
Paloma Partners
Connecticut
-$271K -9,448 Closed
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
-$250K -8,720 Closed
BC
199
Burney Company
Virginia
-$246K -8,573 Closed
T
200
TradeWorx
New Jersey
-$244K -8,509 Closed