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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
CS
76
Credit Suisse
Switzerland
$2.48M -$48.8K -976 -2%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$2.37M +$16.7K +333 +0.7%
Comerica Bank
78
Comerica Bank
Texas
$2.34M -$139K -2,773 -5%
GC
79
Gratia Capital
California
$2.29M +$400K +8,000 +20%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$2.29M -$279K -5,584 -10%
Deutsche Bank
81
Deutsche Bank
Germany
$2.29M +$87.4K +1,748 +4%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$2.27M +$223K +4,459 +10%
COPPSERS
83
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.2M -$7.3K -146 -0.3%
HCM
84
Hawkeye Capital Management
Florida
$2.17M +$2.25M +45,063 New
TPSF
85
Texas Permanent School Fund
Texas
$2.1M -$47.2K -944 -2%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$2.06M -$64.8K -1,295 -3%
NA
87
Navellier & Associates
Nevada
$2.03M -$156K -3,119 -7%
UBS Group
88
UBS Group
Switzerland
$1.99M +$1.6M +32,028 +337%
AAM
89
Advisors Asset Management
Colorado
$1.98M +$618K +12,366 +43%
AIG
90
American International Group
New York
$1.91M -$63.4K -1,268 -3%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$1.9M +$144K +2,881 +8%
Jane Street
92
Jane Street
New York
$1.74M +$506K +10,118 +39%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.63M -$88.7K -1,773 -5%
AB
94
Amalgamated Bank
New York
$1.54M -$23.6K -471 -1%
HWAM
95
Hennion & Walsh Asset Management
New Jersey
$1.46M +$469K +9,371 +45%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.45M -$1.53M -30,569 -50%
KCM
97
Kendall Capital Management
Maryland
$1.43M +$170K +3,395 +13%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$1.41M +$10K +200 +0.7%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$1.27M -$148K -2,966 -10%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.22M -$294K -5,871 -19%
2 3
4
5 6

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.