Upbound Group
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.
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: $2.77B → $2.86B (+$98.1M)
1.9% less ownership
Funds ownership: 78.56% → 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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.2M |
| 2 |
Renaissance Technologies
New York
|
-$24.1M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$12.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$10.8M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$9.41M |
UPBD Hedge Fund Activity: Q3 2021 in Review
270 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q3 2021, worth a combined $2.86B — up 3.5% from $2.77B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of UPBD and 38 opened new positions — a net loss of 11 holders — while 118 trimmed existing stakes and 81 added.
The largest buyer was Fidelity Investments, adding an estimated $72.8M. The largest seller was Vanguard Group, cutting an estimated $43.2M.
- 270 institutional investors held Upbound Group (UPBD) as of Q3 2021, down from 284 in Q2 2021.
- Funds reported $2.86B of Upbound Group stock for Q3 2021, up 3.5% quarter-over-quarter.
- 38 funds opened new Upbound Group positions in Q3 2021 and 49 closed out, a net change of -11 holders.
- The largest Upbound Group buyer in Q3 2021 was Fidelity Investments, an estimated $72.8M added.
- The largest Upbound Group seller in Q3 2021 was Vanguard Group, an estimated $43.2M sold.
Based on aggregated 13F filings for Q3 2021.