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Upbound Group
UPBD

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: 2 → 4 (+2)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$48.6M)

0% more funds holding

Funds holding: 186 → 186 (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

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$38.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$26.9M
3
HCM
Hirzel Capital Management
Texas
+$11.8M
4
ERM
Elm Ridge Management
New York
+$11.3M
5
SCM
SG Capital Management
Illinois
+$9.36M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$41.3M
2
HCM
Huber Capital Management
California
-$22.7M
3
Norges Bank
Norges Bank
Norway
-$15.5M
4
KIM
Kestrel Investment Management
California
-$14.6M
5
MC
MIG Capital
California
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
201
Baker Avenue Asset Management
California
– -$221K -7,700 Closed
ARC
202
Absolute Return Capital
Massachusetts
– -$182K -6,332 Closed
BJ
203
BlackRock Japan
Japan
– -$160K -5,588 Closed
PG
204
PEAK6 Group
Illinois
– -$80.2K -2,984 Closed
DVM
205
Dreman Value Management
Florida
– -$63K -2,202 Closed
HRIA
206
Haberer Registered Investment Advisor
Ohio
– -$36K -1,245 Closed
IRS
207
Invictus RG (Singapore)
Singapore
– -$13K -470 Closed
ACS
208
Archford Capital Strategies
Illinois
– -$7.25K -253 Closed
AP
209
Advisors Preferred
Maryland
– -$4.42K -154 Closed
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
– -$3K -100 Closed
5 6 7 8
9