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Upbound Group

204 hedge funds and large institutions have $759M invested in Upbound Group in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

54% less capital invested

Capital invested by funds: $1.66B → $759M (-$901M)

Holders
204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.34M
Puts
$2.26M
Net Calls
Net Calls Change

Top Buyers

1 +$7.99M
2 +$6.12M
3 +$3.47M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.44M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.99M

Top Sellers

1 -$33M
2 -$16.5M
3 -$13.7M
4
Morgan Stanley
Morgan Stanley
New York
-$5.87M
5
APG Asset Management
APG Asset Management
Netherlands
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$584K
102
$582K
103
$558K
104
$556K
105
$554K
106
$544K
107
$512K
108
$492K
109
$483K
110
$480K
111
$478K
112
$469K
113
$462K
114
$458K
115
$443K
116
$427K
117
$424K
118
$421K
119
$416K
120
$398K
121
$367K
122
$365K
123
$351K
124
$319K
125
$311K