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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
2
NI
NFC Investments
Tennessee
+$10.3M
3
Millennium Management
Millennium Management
New York
+$8.67M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$6.89M
5
American Century Companies
American Century Companies
Missouri
+$6.47M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$71.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$19.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$15M
4
CGM
Capital Growth Management
Massachusetts
-$14.6M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$16.1M +$1.37M +27,309 +9%
BG
27
Bahl & Gaynor
Ohio
$16M +$458K +9,160 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$14.5M +$4.84M +96,861 +47%
RJA
29
Raymond James & Associates
Florida
$14.1M +$352K +7,029 +2%
Ameriprise
30
Ameriprise
Minnesota
$13.9M +$277K +5,540 +2%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$13.6M – – –
Bank of America
32
Bank of America
North Carolina
$12.5M -$572K -11,429 -4%
Allianz Asset Management
33
Allianz Asset Management
Germany
$12.2M -$7.34M -146,851 -37%
NI
34
NFC Investments
Tennessee
$9.91M +$10.3M +206,365 New
Legal & General Group
35
Legal & General Group
United Kingdom
$8.51M +$268K +5,365 +3%
First Trust Advisors
36
First Trust Advisors
Illinois
$8.29M +$3.7M +74,018 +75%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$8.25M – – –
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.91M +$3.57M +71,394 +77%
PPA
39
Parametric Portfolio Associates
Washington
$7.73M -$1.56M -31,229 -16%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$7.26M +$228K +4,560 +3%
American Century Companies
41
American Century Companies
Missouri
$7.19M +$6.47M +129,432 +638%
Citadel Advisors
42
Citadel Advisors
Florida
$7.13M +$4.27M +85,364 +135%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.34M – – –
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$6.32M +$563K +11,250 +9%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.92M +$62K +1,240 +1%
Wells Fargo
46
Wells Fargo
California
$5.74M +$243K +4,852 +4%
JHCP
47
Jackson Hole Capital Partners
Oklahoma
$5.55M +$5.77M +115,466 New
Squarepoint
48
Squarepoint
New York
$5.51M +$4.41M +88,265 +333%
FNBOO
49
First National Bank of Omaha
Nebraska
$5.45M +$1.47M +29,355 +35%
AC
50
Addison Capital
Pennsylvania
$5.05M +$79.6K +1,592 +2%
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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.