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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$2.59M – – –
JMPWA
77
JP Morgan Private Wealth Advisors
California
$2.54M -$59.1K -1,739 -3%
LG
78
Leuthold Group
Minnesota
$2.48M -$103K -3,040 -4%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$2.47M -$200K -5,885 -8%
Comerica Bank
80
Comerica Bank
Texas
$2.45M +$17.4K +512 +1%
CS
81
Credit Suisse
Switzerland
$2.43M +$7.47K +220 +0.3%
AQR Capital Management
82
AQR Capital Management
Connecticut
$2.4M -$139K -4,079 -6%
Barclays
83
Barclays
United Kingdom
$2.37M -$77.6K -2,286 -4%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$2.33M +$462K +13,600 +29%
Marshall Wace
85
Marshall Wace
United Kingdom
$2.25M -$5.17M -152,113 -72%
MWNA
86
Marshall Wace North America
New York
$2.22M -$2.06M -60,633 -51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.22M +$1.97M +57,900 New
Prudential Financial
88
Prudential Financial
New Jersey
$2.18M -$178K -5,240 -8%
BC
89
Brookfield Corp
Ontario, Canada
$2.13M +$1.89M +55,756 New
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$2.03M +$85K +2,504 +5%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$1.99M -$22.8K -670 -1%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.91M -$247K -7,272 -13%
UBS AM
93
UBS AM
Illinois
$1.9M +$115K +3,384 +7%
Canada Life
94
Canada Life
Manitoba, Canada
$1.86M -$211K -6,215 -11%
Citigroup
95
Citigroup
New York
$1.75M -$281K -8,285 -15%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$1.75M +$3.56K +105 +0.2%
Deutsche Bank
97
Deutsche Bank
Germany
$1.74M -$1.07M -31,604 -41%
VIA
98
Vident Investment Advisory
Georgia
$1.69M -$87.3K -2,571 -6%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$1.67M – – –
CIM
100
Cambria Investment Management
California
$1.61M -$67.4K -1,984 -5%
2 3
4
5 6

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.