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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M -$549K -20,400 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$136M +$1.29M +48,016 +1%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$123M -$41.3M -1,535,150 -27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.4M +$985K +36,648 +1%
Artisan Partners
5
Artisan Partners
Wisconsin
$69M -$7.52M -279,622 -11%
BFA
6
BlackRock Fund Advisors
California
$68.3M -$874K -32,504 -1%
State Street
7
State Street
Massachusetts
$56.6M -$7.73M -287,640 -13%
Northern Trust
8
Northern Trust
Illinois
$54.3M +$3.44M +128,051 +8%
LSV Asset Management
9
LSV Asset Management
Illinois
$45.7M -$847K -31,500 -2%
BIT
10
BlackRock Institutional Trust
California
$45.2M -$3.07M -114,283 -7%
WHG
11
Westwood Holdings Group
Texas
$43.6M +$38.7M +1,437,518 New
Wellington Management Group
12
Wellington Management Group
Massachusetts
$40.6M -$629K -23,399 -2%
Pzena Investment Management
13
Pzena Investment Management
New York
$40.4M +$322K +11,981 +0.9%
LCP
14
Lombardia Capital Partners
California
$38.6M -$3.4M -126,412 -9%
TSW
15
Thompson Siegel & Walmsley
Virginia
$35.2M +$3.78M +140,762 +14%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$30.4M +$26.9M +1,000,000 New
RA
17
Royce & Associates
New York
$30M +$2.17M +80,700 +9%
FPA
18
First Pacific Advisors
California
$29.2M +$16.1K +600 +0.1%
BIP
19
Brandes Investment Partners
California
$26.7M +$3.52M +130,752 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.9M -$227K -8,434 -1%
HCM
21
Huber Capital Management
California
$22.9M -$22.7M -843,172 -53%
ERM
22
Elm Ridge Management
New York
$22.3M +$11.3M +420,090 +133%
FWSM
23
First Wilshire Securities Management
California
$20.3M -$2.71M -100,925 -13%
Boston Partners
24
Boston Partners
Massachusetts
$19M +$481K +17,888 +3%
Norges Bank
25
Norges Bank
Norway
$14.2M -$15.5M -574,942 -55%