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Upbound Group

211 hedge funds and large institutions have $1.48B invested in Upbound Group in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

43% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 58

35% more capital invested

Capital invested by funds: $1.09B → $1.48B (+$383M)

5.55% more ownership

Funds ownership: 96.96%102.51% (+5.6%)

4% more funds holding

Funds holding: 202211 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

36% less call options, than puts

Call options by funds: $34.8M | Put options by funds: $54.3M

Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
83
Reduced
58
Closed
28
Calls
$34.8M
Puts
$54.3M
Net Calls
-$19.6M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M +$14.6M +615,484 +10%
BlackRock
2
BlackRock
New York
$181M +$2.25M +94,487 +1%
EC
3
Engaged Capital
California
$142M
Renaissance Technologies
4
Renaissance Technologies
New York
$110M +$45.9M +1,932,000 +88%
LP
5
LMR Partners
United Kingdom
$46.8M -$570K -23,982 -1%
Nomura Holdings
6
Nomura Holdings
Japan
$43.8M -$10.5K -440 -0%
State Street
7
State Street
Massachusetts
$39.4M +$1.82M +76,744 +5%
Morgan Stanley
8
Morgan Stanley
New York
$36.6M +$16.2M +682,982 +99%
JP Morgan Chase
9
JP Morgan Chase
New York
$32.9M +$2.27M +95,538 +8%
N
10
Nuveen
North Carolina
$31.9M +$28.5M +1,199,498 New
CCM
11
Cloverdale Capital Management
Texas
$26.4M +$5.93M +249,611 +34%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$23.8M
SCM
13
SG Capital Management
Illinois
$23.1M +$20.6M +867,690 New
HRCM
14
Hood River Capital Management
Florida
$22.2M +$704K +29,612 +4%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$22M -$1.9M -80,083 -9%
Goldman Sachs
16
Goldman Sachs
New York
$21.1M -$11.3M -477,097 -38%
Norges Bank
17
Norges Bank
Norway
$19.6M +$1.16M +48,780 +7%
Invesco
18
Invesco
Georgia
$18.6M +$94.4K +3,973 +0.6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$17.5M +$239K +10,075 +2%
Man Group
20
Man Group
United Kingdom
$15.6M -$908K -38,227 -6%
Northern Trust
21
Northern Trust
Illinois
$15.5M +$530K +22,319 +4%
PFMOSF
22
Philadelphia Financial Management of San Francisco
California
$15.5M +$13.8M +580,909 New
PPA
23
Parametric Portfolio Associates
Washington
$15.2M +$1.17M +49,118 +9%
Charles Schwab
24
Charles Schwab
California
$15.1M -$2.39M -100,662 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.4M +$541K +22,770 +4%