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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
Macquarie Group
201
Macquarie Group
Australia
$165K – – –
AIP
202
Ameritas Investment Partners
Nebraska
$160K -$8.49K -250 -6%
SG Americas Securities
203
SG Americas Securities
New York
$159K -$218K -6,425 -61%
VI
204
Vestcor Inc
New Brunswick, Canada
$142K +$33.7K +993 +36%
Osaic Holdings
205
Osaic Holdings
Arizona
$137K +$39.7K +1,170 +49%
IR
206
Invictus RG
Bermuda
$135K +$120K +3,531 New
LGA
207
Lebenthal Global Advisors
New York
$125K +$112K +3,284 New
GRP
208
Global Retirement Partners
California
$118K – – –
ASN
209
Advisory Services Network
Georgia
$109K +$39.5K +1,162 +69%
FFG
210
Fortem Financial Group
California
$93K +$82.7K +2,436 New
TRCT
211
Tower Research Capital (TRC)
New York
$74K -$514K -15,146 -89%
FTDI
212
First Trust Direct Indexing
Massachusetts
$71K +$63.1K +1,858 New
Lazard Asset Management
213
Lazard Asset Management
New York
$70K +$5.91K +174 +10%
CA
214
Clearstead Advisors
Ohio
$57K -$17K -500 -25%
US Bancorp
215
US Bancorp
Minnesota
$48K – – –
PHK
216
Point72 Hong Kong
Hong Kong
$47K +$4.75K +140 +13%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
WT
218
Whittier Trust
California
$43K – – –
CG
219
Cutler Group
California
$39K +$34.7K +1,022 New
WWM
220
Wolff Wiese Magana
California
$38K +$34K +1,000 New
PAM
221
Panagora Asset Management
Massachusetts
$37K – – –
FCH
222
Freestone Capital Holdings
Washington
$34.6K +$272 +8 +0.9%
SWA
223
Sutton Wealth Advisors
Florida
$32.6K – – –
VCG
224
Vantage Consulting Group
Virginia
$30K +$26.3K +775 New
HI
225
Human Investing
Oregon
$22K +$11.3K +332 +140%
7 8
9
10 11

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.