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Upbound Group

188 hedge funds and large institutions have $1.46B invested in Upbound Group in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 192188 (-4)

25% less capital invested

Capital invested by funds: $1.96B → $1.46B (-$495M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

88% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $13.6M

Holders
188
Holders Change
-4
Holders Change %
-2.08%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
86
Reduced
52
Closed
26
Calls
$1.68M
Puts
$13.6M
Net Calls
-$11.9M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$3.8M -$35.1K -1,152 -0.8%
AIG
52
American International Group
New York
$3.78M +$80.1K +2,629 +2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.66M +$773K +25,374 +23%
Macquarie Group
54
Macquarie Group
Australia
$3.64M +$1.63M +53,600 +68%
PPA
55
Parametric Portfolio Associates
Washington
$3.54M +$767K +25,177 +24%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.51M +$1.64M +53,876 +73%
LCM
57
Landscape Capital Management
New Jersey
$3.38M +$3.44M +112,746 +1,095%
KBC Group
58
KBC Group
Belgium
$3.28M -$2.37M -77,734 -39%
Citadel Advisors
59
Citadel Advisors
Florida
$3.1M -$5.13M -168,397 -60%
PCM
60
Portolan Capital Management
Massachusetts
$3M -$6.01M -197,061 -64%
UCFA
61
United Capital Financial Advisors
Texas
$2.98M +$1.07M +35,215 +54%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.95M +$1.29M +42,314 +65%
Barclays
63
Barclays
United Kingdom
$2.91M +$822K +26,968 +33%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$2.71M
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.65M -$51.8K -1,700 -2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.55M +$398K +13,060 +16%
Morgan Stanley
67
Morgan Stanley
New York
$2.49M +$1.76M +57,607 +174%
Legal & General Group
68
Legal & General Group
United Kingdom
$2.45M +$814K +26,717 +43%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$2.38M +$49.2K +1,615 +2%
PG
70
PEAK6 Group
Illinois
$2.38M +$2.64M +86,676 New
Bank of America
71
Bank of America
North Carolina
$2.31M +$1.43M +46,952 +126%
Massachusetts Financial Services
72
Massachusetts Financial Services
Massachusetts
$2.14M +$434K +14,254 +22%
TA
73
Teachers Advisors
New York
$2.08M +$105K +3,431 +5%
TI
74
Trexquant Investment
Connecticut
$2.07M +$2.3M +75,400 New
CIC
75
Crawford Investment Counsel
Georgia
$1.95M +$436K +14,300 +25%