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
GCP
151
GSA Capital Partners
United Kingdom
$537K +$476K +14,020 New
CI Investments Inc
152
CI Investments Inc
Ontario, Canada
$535K +$16.1K +474 +4%
CGH
153
Crossmark Global Holdings
Texas
$533K -$69.3K -2,040 -13%
CAM
154
ClariVest Asset Management
California
$521K +$447K +13,171 +2,908%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$492K -$229K -6,744 -34%
BIM
156
Bogle Investment Management
Massachusetts
$490K -$126K -3,723 -23%
ACI
157
AMP Capital Investors
Australia
$487K – – –
NERM
158
New England Research & Management
Illinois
$483K +$429K +12,625 New
NAM
159
NorthCoast Asset Management
Connecticut
$456K +$405K +11,915 New
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$449K – – –
ProShare Advisors
161
ProShare Advisors
Maryland
$447K +$165K +4,856 +71%
NA
162
Navellier & Associates
Nevada
$439K -$21.1K -622 -5%
DCM
163
Dupont Capital Management
Delaware
$429K -$28.4K -837 -7%
ACM
164
AlphaCrest Capital Management
New York
$427K -$789K -23,248 -68%
KPWS
165
Kestra Private Wealth Services
Texas
$413K +$116K +3,417 +46%
EGM
166
Engineers Gate Manager
New York
$412K -$573K -16,864 -61%
AC
167
Avestar Capital
New York
$398K -$50.9K -1,498 -13%
VF
168
Virtu Financial
New York
$398K +$353K +10,384 New
CWM
169
Chesapeake Wealth Management
Virginia
$389K -$45K -1,325 -12%
Mitsubishi UFJ Trust & Banking
170
Mitsubishi UFJ Trust & Banking
Japan
$379K -$509K -14,999 -60%
TFA
171
Toth Financial Advisory
Virginia
$379K – – –
BC
172
Bridgefront Capital
Texas
$374K +$332K +9,767 New
PAS
173
Park Avenue Securities
New York
$367K +$31.2K +918 +11%
TMAM
174
Tokio Marine Asset Management
Japan
$360K +$319K +9,400 New
AA
175
ALPS Advisors
Colorado
$342K -$9.24K -272 -3%
5 6
7
8 9

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.