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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
81
Reduced
92
Closed
40
Calls
$16.8M
Puts
$11.1M
Net Calls
+$5.76M
Net Calls Change
-$6.76M

Top Buyers

1
BlackRock
BlackRock
New York
+$16M
2
HRCM
Hood River Capital Management
Florida
+$14.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$9.58M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$8.76M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.75M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$14.9M
3
JAM
Jupiter Asset Management
United Kingdom
-$11M
4
RA
Royce & Associates
New York
-$10.7M
5
CGM
Capital Growth Management
Massachusetts
-$8.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
51
Heartland Advisors
Wisconsin
$4.79M +$2.55M +75,000 +150%
JAM
52
Jupiter Asset Management
United Kingdom
$4.27M -$11M -325,181 -74%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$4.23M -$142K -4,194 -4%
Swiss National Bank
54
Swiss National Bank
Switzerland
$4.19M -$17K -500 -0.5%
Axa
55
Axa
France
$4.18M +$3.71M +109,300 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$4.15M -$266K -7,839 -7%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.13M +$20K +590 +0.6%
IWA
58
IBEX Wealth Advisors
New Jersey
$4.05M +$74.7K +2,199 +2%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$4M +$822K +24,200 +30%
CEI
60
Clark Estates Inc
New York
$3.94M +$3.5M +103,000 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.94M -$156K -4,600 -4%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$3.81M +$48.3K +1,422 +1%
SCM
63
SG Capital Management
Illinois
$3.7M +$2.73M +80,432 +499%
First Trust Advisors
64
First Trust Advisors
Illinois
$3.68M +$225K +6,622 +7%
HCM
65
Huber Capital Management
California
$3.59M +$1.18M +34,884 +59%
IECM
66
Intrinsic Edge Capital Management
Illinois
$3.56M -$5.58M -164,267 -64%
Two Sigma Investments
67
Two Sigma Investments
New York
$3.54M +$1.66K +49 +0.1%
HAI
68
Hennessy Advisors Inc
California
$3.26M -$74.7K -2,200 -3%
IA
69
Icon Advisers
Colorado
$3.1M – – –
MSL
70
Mackay Shields LLC
New York
$3.04M -$1.02M -30,000 -27%
American Century Companies
71
American Century Companies
Missouri
$3.01M +$1.33M +39,250 +100%
BG
72
Bahl & Gaynor
Ohio
$2.93M +$2.6M +76,423 New
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$2.89M -$5.77M -170,030 -69%
PP
74
PDT Partners
New York
$2.88M -$394K -11,603 -13%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.81M +$10.1K +296 +0.4%
1 2
3
4 5

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.