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Upbound Group

192 hedge funds and large institutions have $1.96B invested in Upbound Group in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $1.71B → $1.96B (+$250M)

3% more funds holding

Funds holding: 186192 (+6)

10% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 71

81% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $19M

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
5.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
31
Increased
64
Reduced
71
Closed
22
Calls
$3.69M
Puts
$19M
Net Calls
-$15.3M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
-$1.97M -64,797 Closed
HIP
202
Hatteras Investment Partners
North Carolina
-$1.63M -53,622 Closed
AI
203
Atria Investments
North Carolina
-$1.21M -39,764 Closed
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
-$926K -30,496 Closed
ACH
205
ArrowMark Colorado Holdings
Colorado
-$707K -23,300 Closed
MLM
206
Mount Lucas Management
Pennsylvania
-$677K -22,307 Closed
JP Morgan Chase
207
JP Morgan Chase
New York
-$483K -15,928 Closed
LC
208
Loews Corp
New York
-$261K -8,608 Closed
WAM
209
Wolverine Asset Management
Illinois
-$54K -1,800 Closed
Group One Trading
210
Group One Trading
Illinois
-$14.8K -461 Closed
MCM
211
Manchester Capital Management
Vermont
-$12K -400 Closed
CFA
212
Carroll Financial Associates
North Carolina
-$9K -300 Closed
Walleye Trading
213
Walleye Trading
New York
-$3.22K -100 Closed
W
214
Wealthfront
California
+$32 +1 New