We are live on ! Find out more
UPBD icon

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
RJA
76
Raymond James & Associates
Florida
$1.39M +$1.17M +87,353 New
NAP
77
New Amsterdam Partners
New York
$1.37M -$8.06M -604,220 -87%
Swiss National Bank
78
Swiss National Bank
Switzerland
$1.31M +$213K +16,000 +23%
BG
79
BlackRock Group
United Kingdom
$1.3M +$125K +9,402 +13%
Citigroup
80
Citigroup
New York
$1.25M +$301K +22,550 +40%
TA
81
Teachers Advisors
New York
$1.23M
AllianceBernstein
82
AllianceBernstein
Tennessee
$1.22M -$32K -2,401 -3%
MAM
83
Martingale Asset Management
Massachusetts
$1.19M +$1,000K +74,924 New
Legal & General Group
84
Legal & General Group
United Kingdom
$1.17M -$215K -16,107 -18%
CF
85
CNA Financial
Illinois
$1.16M
GWM
86
Greenwich Wealth Management
Connecticut
$1.14M +$58K +4,350 +6%
KCM
87
Kennedy Capital Management
Missouri
$1.14M -$867K -65,000 -48%
CCM
88
Century Capital Management
Massachusetts
$1.11M
NI
89
Numeric Investors
Massachusetts
$1.11M +$748K +56,102 +407%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.03M -$830K -62,252 -49%
Marshall Wace
91
Marshall Wace
United Kingdom
$1.01M +$847K +63,518 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$987K -$61.2K -4,589 -7%
Comerica Bank
93
Comerica Bank
Texas
$829K +$241K +18,067 +49%
SO
94
STRS Ohio
Ohio
$817K +$688K +51,600 New
NFA
95
Nationwide Fund Advisors
Ohio
$758K -$1.14M -85,562 -65%
UBS AM
96
UBS AM
Illinois
$698K -$75.6K -5,670 -11%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$698K
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$684K +$576K +43,175 New
HSBC Holdings
99
HSBC Holdings
United Kingdom
$679K -$9.95K -746 -2%
TPSF
100
Texas Permanent School Fund
Texas
$673K -$20.5K -1,540 -3%