Upbound Group
UPBD
247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 92
4.09% less ownership
Funds ownership: 76.65% → 72.57% (-4.1%)
9% less funds holding
Funds holding: 270 → 247 (-23)
19% less capital invested
Capital invested by funds: $2.86B → $2.32B (-$547M)
40% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 57
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
52% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $38.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.4M |
| 2 |
NI
NFC Investments
Memphis,
Tennessee
|
+$10.3M |
| 3 |
Millennium Management
New York
|
+$8.67M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$6.89M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$71.8M |
| 2 |
Renaissance Technologies
New York
|
-$19.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$15M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$14.6M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$13.3M |
UPBD Hedge Fund Activity: Q4 2021 in Review
247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2021, worth a combined $2.32B — down 19% from $2.86B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of UPBD and 34 opened new positions — a net loss of 23 holders — while 92 trimmed existing stakes and 92 added.
The largest buyer was Fidelity Investments, adding an estimated $23.4M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $71.8M sold.
- 247 institutional investors held Upbound Group (UPBD) as of Q4 2021, down from 270 in Q3 2021.
- Funds reported $2.32B of Upbound Group stock for Q4 2021, down 19% quarter-over-quarter.
- 34 funds opened new Upbound Group positions in Q4 2021 and 57 closed out, a net change of -23 holders.
- The largest Upbound Group buyer in Q4 2021 was Fidelity Investments, an estimated $23.4M added.
- The largest Upbound Group seller in Q4 2021 was Hood River Capital Management, an estimated $71.8M sold.
Based on aggregated 13F filings for Q4 2021.