Upbound Group
UPBD
246 hedge funds and large institutions have $1.56B invested in Upbound Group in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 17 closing their positions.
235% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 17
158% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $7.93M
19% more funds holding
Funds holding: 207 → 246 (+39)
4% more capital invested
Capital invested by funds: $1.5B → $1.56B (+$62.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 78
2.81% less ownership
Funds ownership: 100.22% → 97.41% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$19.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$14.4M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$12.9M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$8.28M |
| 5 |
Morgan Stanley
New York
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
-$71.4M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$47.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.9M |
| 4 |
Renaissance Technologies
New York
|
-$13.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$4.39M |
UPBD Hedge Fund Activity: Q3 2020 in Review
246 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2020, worth a combined $1.56B — up 4.2% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new UPBD positions and 17 closed out — a net gain of 40 holders — while 78 added to existing stakes and 78 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $19.8M. The largest seller was Engaged Capital, cutting an estimated $71.4M.
- 246 institutional investors held Upbound Group (UPBD) as of Q3 2020, up from 207 in Q2 2020.
- Funds reported $1.56B of Upbound Group stock for Q3 2020, up 4.2% quarter-over-quarter.
- 57 funds opened new Upbound Group positions in Q3 2020 and 17 closed out, a net change of +40 holders.
- The largest Upbound Group buyer in Q3 2020 was LSV Asset Management, an estimated $19.8M added.
- The largest Upbound Group seller in Q3 2020 was Engaged Capital, an estimated $71.4M sold.
Based on aggregated 13F filings for Q3 2020.