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Upbound Group
UPBD
UPBD
219 hedge funds and large institutions have $966M invested in Upbound Group in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 98 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 30
3% less funds holding
Funds holding: 225 → 219 (-6)
3.83% less ownership
Funds ownership: 87.71% → 83.88% (-3.8%)
26% less capital invested
Capital invested by funds: $1.3B → $966M (-$338M)
30% less call options, than puts
Call options by funds: $18M | Put options by funds: $25.9M
32% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 98
Holders
219
Holders Change
-6
Holders Change %
-2.67%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
67
Reduced
98
Closed
30
Calls
$18M
Puts
$25.9M
Net Calls
-$7.89M
Net Calls Change
-$1.07M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.1M |
| 2 |
Goldman Sachs
New York
|
+$10.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$6.51M |
| 4 |
HCM
Huber Capital Management
El Segundo,
California
|
+$4.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$4.06M |
Top Sellers
| 1 |
BlackRock
New York
|
-$31.3M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$17.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.9M |
| 4 |
Millennium Management
New York
|
-$17M |
| 5 |
Renaissance Technologies
New York
|
-$10.5M |
