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Upbound Group
UPBD
UPBD
270 hedge funds and large institutions have $2.86B invested in Upbound Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 118 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
48% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $12.6M
4% more capital invested
Capital invested by funds: $2.76B → $2.86B (+$99.6M)
1.94% less ownership
Funds ownership: 78.59% → 76.65% (-1.9%)
5% less funds holding
Funds holding: 284 → 270 (-14)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
22% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 49
31% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 118
Holders
270
Holders Change
-14
Holders Change %
-4.93%
% of All Funds
4.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
81
Reduced
118
Closed
49
Calls
$18.6M
Puts
$12.6M
Net Calls
+$6M
Net Calls Change
+$13.4M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.8M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$21.1M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$19.1M |
| 4 |
Millennium Management
New York
|
+$11.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.92M |
Top Sellers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.2M |
| 2 |
Renaissance Technologies
New York
|
-$24.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$10.8M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$9.41M |
