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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$77.5M +$11.2M +1,003,663 +17%
BFA
2
BlackRock Fund Advisors
California
$48.1M +$6.26M +561,934 +15%
FCM
3
Frontier Capital Management
Massachusetts
$33.3M +$28.7M +2,578,360 +682%
JP Morgan Chase
4
JP Morgan Chase
New York
$26.9M +$5.1M +457,961 +24%
EC
5
Engaged Capital
California
$25.9M +$25.6M +2,302,376 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.3M -$9.07M -814,760 -27%
BIP
7
Brandes Investment Partners
California
$21.5M +$4.93M +442,682 +30%
Pzena Investment Management
8
Pzena Investment Management
New York
$19.6M -$966K -86,741 -5%
State Street
9
State Street
Massachusetts
$17.9M +$1.43M +128,770 +9%
BIT
10
BlackRock Institutional Trust
California
$16.4M +$1.08M +96,650 +7%
Norges Bank
11
Norges Bank
Norway
$16.1M
LSV Asset Management
12
LSV Asset Management
Illinois
$15.9M
Charles Schwab
13
Charles Schwab
California
$15.5M +$1.99M +179,096 +15%
TSW
14
Thompson Siegel & Walmsley
Virginia
$12.2M -$4.02M -361,419 -25%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$11.3M -$1.63M -146,800 -13%
Morgan Stanley
16
Morgan Stanley
New York
$11.2M -$4.48M -401,964 -29%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11M -$1.95M -175,171 -15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$8.77M +$1.08M +96,544 +14%
AL
19
AJO LP
Pennsylvania
$8.58M +$271K +24,311 +3%
ERM
20
Elm Ridge Management
New York
$8.13M +$182K +16,366 +2%
Invesco
21
Invesco
Georgia
$7.94M -$1.22M -109,228 -13%
LCP
22
Lombardia Capital Partners
California
$7.57M -$6.08M -545,851 -45%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.34M -$1.65M -147,992 -18%
Northern Trust
24
Northern Trust
Illinois
$7.21M -$483K -43,410 -6%
Canada Life
25
Canada Life
Manitoba, Canada
$6.66M +$5.79M +520,073 +736%