We are live on ! Find out more
UPBD icon

Upbound Group
UPBD

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: 183 → 186 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$14.7M
2
ERM
Elm Ridge Management
New York
+$8.93M
3
Millennium Management
Millennium Management
New York
+$6.1M
4
BIP
Brandes Investment Partners
California
+$4.73M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.2M

Top Sellers

1
RRAM
River Road Asset Management
Kentucky
-$20.4M
2
HCM
Huber Capital Management
California
-$10.1M
3
Ameriprise
Ameriprise
Minnesota
-$9.63M
4
GC
Guggenheim Capital
Illinois
-$9.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
201
Nordea Investment Management
Sweden
– -$16K -600 Closed
JIR
202
James Investment Research
Ohio
– -$13K -503 Closed
MAA
203
Managed Account Advisors
New Jersey
– -$13K -492 Closed
KT
204
Kanaly Trust
Texas
– -$6K -232 Closed
5 6 7 8
9