Upbound Group
UPBD
247 hedge funds and large institutions have $1.96B invested in Upbound Group in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 40 closing their positions.
52% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $11.1M
26% more capital invested
Capital invested by funds: $1.56B → $1.96B (+$400M)
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
0% more funds holding
Funds holding: 246 → 247 (+1)
4.01% less ownership
Funds ownership: 97.41% → 93.41% (-4%)
12% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 92
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$20.4M |
| 2 |
Renaissance Technologies
New York
|
-$14.9M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$11M |
| 4 |
RA
Royce & Associates
New York
|
-$10.7M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$8.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$275K | -9,185 | Closed |
|
277
Alyeska Investment Group
Chicago,
Illinois
| – | -$221K | -7,386 | Closed |
|
|
BCM
278
Bayesian Capital Management
Brooklyn,
New York
| – | -$212K | -7,100 | Closed |
|
|
HCM
279
Hollencrest Capital Management
Newport Beach,
California
| – | -$209K | -7,000 | Closed |
|
280
Squarepoint
New York
| – | -$203K | -6,800 | Closed |
|
|
HCA
281
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$90K | -3,000 | Closed |
|
|
JWM
282
Jeppson Wealth Management
Manhattan Beach,
California
| – | -$9K | -300 | Closed |
|
|
FHA
283
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$4K | -150 | Closed |
|
|
PFS
284
Prospera Financial Services
Dallas,
Texas
| – | -$2K | -70 | Closed |
|
|
FP
285
Financial Perspectives
Minneapolis,
Minnesota
| – | -$598 | -20 | Closed |
|
UPBD Hedge Fund Activity: Q4 2020 in Review
247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2020, worth a combined $1.96B — up 26% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UPBD positions and 40 closed out — a net gain of 2 holders — while 81 added to existing stakes and 92 trimmed.
The largest buyer was BlackRock, adding an estimated $16M. The largest seller was Goldman Sachs, cutting an estimated $20.4M.
- 247 institutional investors held Upbound Group (UPBD) as of Q4 2020, up from 246 in Q3 2020.
- Funds reported $1.96B of Upbound Group stock for Q4 2020, up 26% quarter-over-quarter.
- 42 funds opened new Upbound Group positions in Q4 2020 and 40 closed out, a net change of +2 holders.
- The largest Upbound Group buyer in Q4 2020 was BlackRock, an estimated $16M added.
- The largest Upbound Group seller in Q4 2020 was Goldman Sachs, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2020.