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Upbound Group

177 hedge funds and large institutions have $619M invested in Upbound Group in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

103.56% more ownership

Funds ownership: 0%103.56% (+104%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

3% less funds holding

Funds holding: 183177 (-6)

7% less capital invested

Capital invested by funds: $664M → $619M (-$44.8M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

83% less call options, than puts

Call options by funds: $3.68M | Put options by funds: $21.4M

Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
64
Reduced
68
Closed
25
Calls
$3.68M
Puts
$21.4M
Net Calls
-$17.7M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$319K -$1.29M -115,610 -80%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$309K +$40.3K +3,617 +15%
ASRS
103
Arizona State Retirement System
Arizona
$308K -$1.11K -100 -0.4%
N
104
Nuveen
North Carolina
$306K +$1.99K +179 +0.7%
QC
105
Quadrature Capital
United Kingdom
$305K +$302K +27,096 New
HCM
106
Highbridge Capital Management
New York
$299K -$96K -8,619 -24%
BA
107
BlackRock Advisors
Delaware
$296K -$8.2K -736 -3%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$293K +$138K +12,403 +91%
SSA
109
Schonfeld Strategic Advisors
New York
$289K +$286K +25,660 New
B
110
Barings
North Carolina
$285K +$282K +25,350 New
Barclays
111
Barclays
United Kingdom
$245K +$163K +14,597 +201%
RJA
112
Raymond James & Associates
Florida
$241K -$1.12M -100,383 -82%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$241K -$23.4K -2,100 -9%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$237K -$22.7K -2,037 -9%
GC
115
Guggenheim Capital
Illinois
$222K -$3.33M -299,400 -94%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$203K -$335K -30,101 -55%
WCM
117
Wedge Capital Management
North Carolina
$203K -$45.2K -4,059 -18%
FCBT
118
First Citizens Bank & Trust
North Carolina
$194K -$86.4K -7,761 -31%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$194K +$72.4K +6,500 +61%
Nomura Holdings
120
Nomura Holdings
Japan
$192K +$190K +17,100 New
PA
121
Profund Advisors
Maryland
$189K +$61K +5,476 +48%
AG
122
Aperio Group
California
$182K -$40.9K -3,673 -19%
BlackRock
123
BlackRock
New York
$182K -$6.69K -601 -4%
AIM
124
Acrospire Investment Management
Illinois
$169K -$11.9K -1,070 -7%
ZIM
125
Zacks Investment Management
Illinois
$169K -$1.83K -164 -1%