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Upbound Group
UPBD
UPBD
187 hedge funds and large institutions have $705M invested in Upbound Group in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 21
6% more funds holding
Funds holding: 176 → 187 (+11)
5.39% more ownership
Funds ownership: 109.83% → 115.22% (+5.4%)
3% more capital invested
Capital invested by funds: $685M → $705M (+$20.2M)
0% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 59
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
79% less call options, than puts
Call options by funds: $20.3M | Put options by funds: $97.7M
Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
35
Increased
59
Reduced
59
Closed
21
Calls
$20.3M
Puts
$97.7M
Net Calls
-$77.4M
Net Calls Change
-$22.6M
Top Buyers
| 1 |
ACM
Archer Capital Management
New York
|
+$12M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$11M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$10.6M |
| 4 |
HCM
Highbridge Capital Management
New York
|
+$6.24M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$5.69M |
Top Sellers
| 1 |
GC
Gratia Capital
Los Angeles,
California
|
-$10.1M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$8.11M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.56M |
| 4 |
Rafferty Asset Management
New York
|
-$5.38M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
201
Laurion Capital Management
New York
| – | -$265K | -22,600 | Closed |
|
|
BCM
202
BlueCrest Capital Management
St Helier,
Jersey
| – | -$219K | -18,689 | Closed |
|
|
AP
203
Advisors Preferred
Rockville,
Maryland
| – | -$75K | -6,427 | Closed |
|
204
Pacer Advisors
Malvern,
Pennsylvania
| – | -$28K | -2,410 | Closed |
|
|
VWA
205
V Wealth Advisors
Overland Park,
Kansas
| – | -$4K | -331 | Closed |
|
|
DAM
206
Delta Asset Management
Memphis,
Tennessee
| – | -$2K | -130 | Closed |
|
|
SA
207
SpiderRock Advisors
Wilimington,
Delaware
| – | -$21K | – | – |
|
|
WAM
208
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$358 | +29 | New |
|