We are live on ! Find out more
UPBD icon

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
RJFSA
101
Raymond James Financial Services Advisors
Florida
$1.6M +$207K +6,107 +17%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.56M +$125K +3,670 +10%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.54M +$6.28K +185 +0.5%
HW
104
Hancock Whitney
Mississippi
$1.52M +$1.35M +39,796 New
FMBTD
105
First Midwest Bank Trust Division
Illinois
$1.52M -$1.08M -31,785 -44%
MAM
106
Martingale Asset Management
Massachusetts
$1.51M -$4.31M -127,001 -76%
TPSF
107
Texas Permanent School Fund
Texas
$1.5M -$207K -6,106 -13%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$1.45M -$251K -7,387 -16%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.45M +$5.98K +176 +0.5%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$1.38M -$509K -14,995 -29%
IRC
111
Investors Research Corp
Georgia
$1.37M -$10.2K -300 -0.8%
BAM
112
Blueshift Asset Management
New Jersey
$1.37M +$1.21M +35,709 New
PI
113
PEAK6 Investments
Illinois
$1.37M +$1.21M +35,678 New
AR
114
Advisory Research
Illinois
$1.29M +$1.14M +33,646 New
UBS Group
115
UBS Group
Switzerland
$1.27M -$667K -19,643 -37%
GC
116
Guggenheim Capital
Illinois
$1.27M +$261K +7,672 +30%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.25M +$819K +24,109 +287%
CSS
118
Cubist Systematic Strategies
Connecticut
$1.24M -$1.57M -46,151 -59%
SGAM
119
Smith Group Asset Management
Texas
$1.24M -$191K -5,630 -15%
JCIA
120
Jackson Creek Investment Advisors
Colorado
$1.12M -$1.8K -53 -0.2%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M +$43.2K +1,273 +5%
SO
122
STRS Ohio
Ohio
$1.11M +$20.4K +600 +2%
QI
123
QS Investors
New York
$1.08M – – –
PAM
124
Premier Asset Management
Illinois
$984K +$80.3K +2,366 +10%
DC
125
Diametric Capital
Massachusetts
$973K +$861K +25,363 New
3 4
5
6 7

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.