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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
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$1.84M +$51.1K +1,676 +3%
Prudential Financial
77
Prudential Financial
New Jersey
$1.8M -$3.21M -105,400 -62%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.78M +$604K +19,809 +44%
CS
79
Credit Suisse
Switzerland
$1.73M +$304K +9,971 +19%
Arrowstreet Capital
80
Arrowstreet Capital
Massachusetts
$1.67M +$308K +10,095 +20%
Swiss National Bank
81
Swiss National Bank
Switzerland
$1.66M +$42.7K +1,400 +2%
HCM
82
Huber Capital Management
California
$1.48M +$1.65M +54,000 New
MAA
83
Managed Account Advisors
New Jersey
$1.45M +$6K +197 +0.4%
SIC
84
Schwartz Investment Counsel
Michigan
$1.35M -$152K -5,000 -9%
Invesco
85
Invesco
Georgia
$1.33M -$2.65M -86,940 -64%
TPSF
86
Texas Permanent School Fund
Texas
$1.31M +$670 +22 +0%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$1.21M -$40.3K -1,323 -3%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$1.19M +$247K +8,100 +23%
UBS AM
89
UBS AM
Illinois
$1.14M +$30.5K +1,000 +2%
PP
90
PDT Partners
New York
$1.06M +$311K +10,200 +36%
BG
91
BlackRock Group
United Kingdom
$1.06M +$379K +12,436 +47%
CF
92
CNA Financial
Illinois
$1.04M
Comerica Bank
93
Comerica Bank
Texas
$1.03M -$1.14M -37,398 -50%
SI
94
SII Investments
Wisconsin
$1.01M -$30K -983 -3%
ST
95
Spot Trading
Illinois
$1.01M +$1.12M +36,644 New
GWM
96
Greenwich Wealth Management
Connecticut
$1M +$386K +12,675 +53%
Group One Trading
97
Group One Trading
Illinois
$994K +$1.1M +36,219 New
POA
98
Pergamon Offshore Advisors
New York
$989K +$153K +5,023 +16%
N
99
Nuveen
North Carolina
$951K
WS
100
Wedbush Securities
California
$947K +$44.3K +1,455 +4%