Upbound Group
UPBD
284 hedge funds and large institutions have $2.77B invested in Upbound Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 29 closing their positions.
59% more first-time investments, than exits
New positions opened: 46 | 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)
6% more funds holding
Funds holding: 269 → 284 (+15)
5% less capital invested
Capital invested by funds: $2.9B → $2.77B (-$131M)
13.8% less ownership
Funds ownership: 92.36% → 78.56% (-14%)
35% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $21.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
UPBD Hedge Fund Activity: Q2 2021 in Review
284 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q2 2021, worth a combined $2.77B — down 4.5% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new UPBD positions and 29 closed out — a net gain of 17 holders — while 119 added to existing stakes and 88 trimmed.
The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Acadian Asset Management, cutting an estimated $36.7M.
- 284 institutional investors held Upbound Group (UPBD) as of Q2 2021, up from 269 in Q1 2021.
- Funds reported $2.77B of Upbound Group stock for Q2 2021, down 4.5% quarter-over-quarter.
- 46 funds opened new Upbound Group positions in Q2 2021 and 29 closed out, a net change of +17 holders.
- The largest Upbound Group buyer in Q2 2021 was BlackRock, an estimated $100M added.
- The largest Upbound Group seller in Q2 2021 was Acadian Asset Management, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2021.