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Upbound Group
UPBD
UPBD
165 hedge funds and large institutions have $564M invested in Upbound Group in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
33% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 49
16.18% more ownership
Funds ownership: 103.56% → 119.73% (+16%)
7% less funds holding
Funds holding: 177 → 165 (-12)
9% less capital invested
Capital invested by funds: $619M → $564M (-$54.8M)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
74% less call options, than puts
Call options by funds: $9.45M | Put options by funds: $36.6M
Holders
165
Holders Change
-12
Holders Change %
-6.78%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
32
Increased
65
Reduced
49
Closed
38
Calls
$9.45M
Puts
$36.6M
Net Calls
-$27.2M
Net Calls Change
-$9.44M
Top Buyers
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
+$60.7M |
| 2 |
BlackRock
New York
|
+$59.5M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$17.4M |
| 4 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
+$13.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.9M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$20.8M |
| 2 |
Pzena Investment Management
New York
|
-$19.6M |
| 3 |
Morgan Stanley
New York
|
-$8.33M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$7.57M |
| 5 |
Renaissance Technologies
New York
|
-$5.54M |
