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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
PPA
51
Parametric Portfolio Associates
Washington
$3.8M +$491K +36,775 +18%
MG
52
Markel Group
Virginia
$3.77M
UCFA
53
United Capital Financial Advisors
Texas
$3.77M +$460K +34,490 +17%
BIM
54
BlackRock Investment Management
Delaware
$3.6M -$1.25M -93,328 -29%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$3.54M -$536K -40,212 -15%
GCP
56
GSA Capital Partners
United Kingdom
$3.54M +$568K +42,564 +24%
Prudential Financial
57
Prudential Financial
New Jersey
$3.38M +$1.81M +135,446 +175%
Goldman Sachs
58
Goldman Sachs
New York
$3.04M -$1.37M -102,352 -35%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$2.75M +$177K +13,300 +8%
DVM
60
Dreman Value Management
Florida
$2.66M +$133K +9,992 +6%
Massachusetts Financial Services
61
Massachusetts Financial Services
Massachusetts
$2.42M +$199K +14,941 +11%
IMIM
62
Irving Magee Investment Management
Pennsylvania
$2.35M +$13 +1 +0%
SBH
63
Segall Bryant & Hamill
Illinois
$2.34M +$165K +12,378 +9%
Federated Hermes
64
Federated Hermes
Pennsylvania
$2.3M +$1.35M +101,406 +233%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$2.23M +$238K +17,870 +15%
LAM
66
Lapides Asset Management
Connecticut
$2.2M +$656K +49,200 +55%
Bank of America
67
Bank of America
North Carolina
$2.14M -$409K -30,686 -19%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.04M -$218K -16,344 -11%
SFM
69
Systematic Financial Management
New Jersey
$1.9M +$121K +9,080 +8%
SIM
70
Spark Investment Management
New York
$1.83M +$1.54M +115,400 New
Grantham, Mayo, Van Otterloo & Co (GMO)
71
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.78M +$279K +20,900 +23%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.78M +$187K +14,052 +14%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$1.71M +$127K +9,545 +10%
MLM
74
Mount Lucas Management
Pennsylvania
$1.48M +$117K +8,749 +10%
AIM
75
Alambic Investment Management
California
$1.39M +$577K +43,282 +97%