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Upbound Group

204 hedge funds and large institutions have $1.97B invested in Upbound Group in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $813K

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

6% more funds holding

Funds holding: 192204 (+12)

15% less capital invested

Capital invested by funds: $2.33B → $1.97B (-$358M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
36
Increased
76
Reduced
69
Closed
24
Calls
$1.98M
Puts
$813K
Net Calls
+$1.17M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$5.57M +$5.56M +160,671 +2,538%
Charles Schwab
52
Charles Schwab
California
$5.54M +$307K +8,882 +6%
Prudential Financial
53
Prudential Financial
New Jersey
$5.47M +$3.76M +108,670 +197%
IMIM
54
Irving Magee Investment Management
Pennsylvania
$4.94M
BRCA
55
Birch Run Capital Advisors
Texas
$4.93M
CS
56
Credit Suisse
Switzerland
$4.85M +$1.55M +44,690 +44%
NFA
57
Nationwide Fund Advisors
Ohio
$4.83M -$64K -1,849 -1%
AIG
58
American International Group
New York
$4.79M -$202K -5,836 -4%
Principal Financial Group
59
Principal Financial Group
Iowa
$4.51M +$27.4K +793 +0.6%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$4.19M -$364K -10,502 -8%
NI
61
NFC Investments
Tennessee
$4.18M +$43.3K +1,250 +1%
PCM
62
Portolan Capital Management
Massachusetts
$3.97M +$2.14M +61,717 +108%
AllianceBernstein
63
AllianceBernstein
Tennessee
$3.89M -$289K -8,350 -7%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$3.69M -$280K -8,100 -7%
MAA
65
Managed Account Advisors
New Jersey
$3.61M -$309K -8,927 -8%
PPA
66
Parametric Portfolio Associates
Washington
$3.48M +$44.2K +1,277 +1%
Renaissance Technologies
67
Renaissance Technologies
New York
$3.45M +$3.59M +103,610 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.22M +$24.2K +700 +0.7%
Deutsche Bank
69
Deutsche Bank
Germany
$3.1M -$49.5K -1,430 -2%
NTCOC
70
Northern Trust Company of Connecticut
Connecticut
$3.08M -$86.3K -2,493 -3%
Morgan Stanley
71
Morgan Stanley
New York
$3.06M -$2M -57,888 -39%
B
72
Baird
Wisconsin
$2.99M +$60.6K +1,750 +2%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$2.98M +$148K +4,280 +5%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$2.83M +$18.4K +533 +0.6%
AQR Capital Management
75
AQR Capital Management
Connecticut
$2.75M +$791K +22,838 +38%