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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
AIG
101
American International Group
New York
$656K -$1.22M -91,600 -69%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$655K -$520K -39,011 -49%
TI
103
Trexquant Investment
Connecticut
$635K -$539K -40,397 -50%
MAM
104
Meeder Asset Management
Ohio
$600K -$126K -9,452 -20%
Public Sector Pension Investment Board (PSP Investments)
105
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$594K +$500K +37,470 New
PH
106
Pinnacle Holdings
Oklahoma
$584K +$20.7K +1,550 +4%
CS
107
Credit Suisse
Switzerland
$576K -$1.53M -114,627 -76%
CAM
108
Capstone Asset Management
Texas
$575K +$163K +12,190 +51%
NCMW
109
Northern Capital Management (Wisconsin)
Wisconsin
$563K +$72.7K +5,450 +18%
LA
110
Lucus Advisors
New York
$541K +$455K +34,128 New
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$540K -$56K -4,200 -11%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$536K -$888K -66,568 -65%
SI
113
SII Investments
Wisconsin
$498K -$32.8K -2,455 -7%
WS
114
Wedbush Securities
California
$478K -$43.2K -3,240 -10%
UBS Group
115
UBS Group
Switzerland
$465K +$91.8K +6,881 +31%
ZCM
116
Zebra Capital Management
Connecticut
$458K +$74.8K +5,604 +24%
AG
117
Aperio Group
California
$455K -$48.7K -3,647 -11%
ASRS
118
Arizona State Retirement System
Arizona
$431K +$26.2K +1,965 +8%
PP
119
Paloma Partners
Connecticut
$431K +$363K +27,199 New
Boston Partners
120
Boston Partners
Massachusetts
$427K -$8.97M -672,307 -96%
SDIC
121
South Dakota Investment Council
South Dakota
$412K
DTL
122
Dynamic Technology Lab
Singapore
$403K +$339K +25,435 New
BA
123
BlackRock Advisors
Delaware
$395K +$24.9K +1,865 +8%
EMG
124
Ellington Management Group
Connecticut
$390K +$328K +24,600 New
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$372K +$117K +8,800 +60%