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Upbound Group

190 hedge funds and large institutions have $845M invested in Upbound Group in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $851M → $845M (-$6.43M)

7% less funds holding

Funds holding: 205190 (-15)

29% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 48

52% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $3.92M

Holders
190
Holders Change
-15
Holders Change %
-7.32%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
75
Reduced
62
Closed
48
Calls
$1.88M
Puts
$3.92M
Net Calls
-$2.04M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$9.73M +$173K +12,963 +2%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$9.72M +$2.11M +157,928 +35%
Millennium Management
28
Millennium Management
New York
$9.12M +$5.97M +447,144 +348%
Wells Fargo
29
Wells Fargo
California
$8.25M +$6.54M +490,008 +1,593%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$7.57M +$6.37M +477,530 New
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$6.88M +$3.4M +254,799 +142%
Two Sigma Investments
32
Two Sigma Investments
New York
$6.65M +$3.29M +246,645 +143%
Deutsche Bank
33
Deutsche Bank
Germany
$6.61M +$1.7M +127,684 +44%
Citadel Advisors
34
Citadel Advisors
Florida
$6.41M +$3.6M +270,175 +201%
Ameriprise
35
Ameriprise
Minnesota
$6.12M -$623K -46,723 -11%
Invesco
36
Invesco
Georgia
$6.08M +$3M +224,906 +142%
Principal Financial Group
37
Principal Financial Group
Iowa
$5.76M +$2.59M +193,812 +114%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$5.67M +$936K +70,200 +24%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$5.6M +$327K +24,508 +7%
PCMF
40
Private Capital Management (Florida)
Florida
$5.48M -$67.1K -5,033 -1%
JIM
41
Jupiter Investment Management
United Kingdom
$5.24M +$4.41M +330,903 New
FWSM
42
First Wilshire Securities Management
California
$5.04M -$961K -72,012 -18%
GC
43
Guggenheim Capital
Illinois
$4.62M +$1.1M +82,394 +39%
ARTA
44
A.R.T. Advisors
New York
$4.54M +$3.21M +240,500 +520%
First Trust Advisors
45
First Trust Advisors
Illinois
$4.52M +$706K +52,889 +23%
QI
46
QS Investors
New York
$4.37M +$86.9K +6,517 +2%
TCIM
47
TIAA CREF Investment Management
New York
$4.18M -$14K -1,050 -0.4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.9M +$506K +37,940 +18%
Capital Fund Management (CFM)
49
Capital Fund Management (CFM)
France
$3.86M +$3.25M +243,491 New
Canada Life
50
Canada Life
Manitoba, Canada
$3.83M +$3.15M +236,226 +4,246%