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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
BlackRock
1
BlackRock
New York
$296M +$16M +469,755 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M -$4.24M -124,985 -2%
EC
3
Engaged Capital
California
$112M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$104M -$14.9M -439,888 -14%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$74.6M +$214K +6,313 +0.3%
State Street
6
State Street
Massachusetts
$66.7M +$2.12M +62,386 +4%
HRCM
7
Hood River Capital Management
Florida
$56.1M +$14.4M +422,933 +41%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$52.7M -$160K -4,718 -0.3%
LSV Asset Management
9
LSV Asset Management
Illinois
$49.9M -$5.38M -158,516 -11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$39.3M +$7.97M +234,648 +30%
Goldman Sachs
11
Goldman Sachs
New York
$37.6M -$20.4M -599,778 -38%
N
12
Nuveen
North Carolina
$35.2M -$1.12M -33,017 -3%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$33.1M -$34K -1,000 -0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30.1M -$866K -25,492 -3%
KBC Group
15
KBC Group
Belgium
$30M -$73.5K -2,164 -1%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$29.8M +$150K +4,419 +0.6%
RA
17
Royce & Associates
New York
$28.6M -$10.7M -315,094 -30%
Norges Bank
18
Norges Bank
Norway
$25.8M -$962K -28,323 -4%
Northern Trust
19
Northern Trust
Illinois
$23.8M -$689K -20,298 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22.9M +$8.75M +257,755 +76%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$22.2M -$4.08M -120,261 -17%
JP Morgan Chase
22
JP Morgan Chase
New York
$20.3M -$3.63M -107,009 -17%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$18.3M -$669K -19,705 -4%
Morgan Stanley
24
Morgan Stanley
New York
$18.2M +$184K +5,427 +1%
Charles Schwab
25
Charles Schwab
California
$17.4M -$1.85M -54,344 -11%
1
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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.