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Upbound Group
UPBD
UPBD
284 hedge funds and large institutions have $2.76B invested in Upbound Group in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 29
35% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 88
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% more funds holding
Funds holding: 270 → 284 (+14)
5% less capital invested
Capital invested by funds: $2.9B → $2.76B (-$131M)
13.85% less ownership
Funds ownership: 92.44% → 78.59% (-14%)
35% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $21.2M
Holders
284
Holders Change
+14
Holders Change %
+5.19%
% of All Funds
4.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
45
Increased
119
Reduced
88
Closed
29
Calls
$13.7M
Puts
$21.2M
Net Calls
-$7.44M
Net Calls Change
-$9.46M
Top Buyers
| 1 |
BlackRock
New York
|
+$100M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$23.3M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$19.5M |
Top Sellers
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$36.7M |
| 2 |
EC
Engaged Capital
Newport Beach,
California
|
-$32.7M |
| 3 |
Renaissance Technologies
New York
|
-$32.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$26.9M |
| 5 |
JP Morgan Chase
New York
|
-$14.7M |
