We are live on ! Find out more
UPBD icon

Upbound Group
UPBD

247 hedge funds and large institutions have $2.32B invested in Upbound Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

4.09% less ownership

Funds ownership: 76.65% → 72.57% (-4.1%)

9% less funds holding

Funds holding: 270 → 247 (-23)

19% less capital invested

Capital invested by funds: $2.86B → $2.32B (-$547M)

40% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 57

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

52% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $38.1M

Holders
247
Holders Change
-23
Holders Change %
-8.52%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
92
Reduced
92
Closed
57
Calls
$18.3M
Puts
$38.1M
Net Calls
-$19.8M
Net Calls Change
-$25.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
2
NI
NFC Investments
Tennessee
+$10.3M
3
Millennium Management
Millennium Management
New York
+$8.67M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$6.89M
5
American Century Companies
American Century Companies
Missouri
+$6.47M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$71.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$19.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$15M
4
CGM
Capital Growth Management
Massachusetts
-$14.6M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$466M -$2.35M -47,002 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$338M -$5.19M -103,711 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$195M +$23.4M +468,210 +13%
EC
4
Engaged Capital
California
$113M – – –
State Street
5
State Street
Massachusetts
$104M +$5.51M +110,073 +5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$95M +$3M +59,905 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$58.4M +$557K +11,141 +0.9%
Goldman Sachs
8
Goldman Sachs
New York
$52.6M -$2.43M -48,490 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52.5M -$3.78M -75,570 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$42.5M -$12.7M -253,612 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$40M -$19.6M -391,337 -32%
LSV Asset Management
12
LSV Asset Management
Illinois
$34.7M -$2.73M -54,620 -7%
Northern Trust
13
Northern Trust
Illinois
$34.5M -$353K -7,066 -1%
Norges Bank
14
Norges Bank
Norway
$30.5M +$860K +17,200 +3%
RA
15
Royce & Associates
New York
$29M +$3.16M +63,106 +12%
Charles Schwab
16
Charles Schwab
California
$25.2M +$443K +8,867 +2%
KCM
17
Kennedy Capital Management
Missouri
$25.1M -$369K -7,386 -1%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$23.9M +$6.89M +137,833 +38%
Principal Financial Group
19
Principal Financial Group
Iowa
$22.4M -$1.56M -31,149 -6%
N
20
Nuveen
North Carolina
$21.5M -$4.54M -90,703 -17%
Millennium Management
21
Millennium Management
New York
$18.7M +$8.67M +173,391 +80%
Morgan Stanley
22
Morgan Stanley
New York
$18.6M -$5.69M -113,836 -23%
HCM
23
Huber Capital Management
California
$17.4M +$3.54M +70,794 +24%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$17M +$1.49M +29,861 +9%
SCP
25
Steamboat Capital Partners
New York
$16.8M -$5.58M -111,569 -24%
1
2 3 4 5

UPBD Hedge Fund Activity: Q4 2021 in Review

247 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Upbound Group (UPBD) for Q4 2021, worth a combined $2.32B — down 19% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of UPBD and 34 opened new positions — a net loss of 23 holders — while 92 trimmed existing stakes and 92 added.

The largest buyer was Fidelity Investments, adding an estimated $23.4M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $71.8M sold.

  • 247 institutional investors held Upbound Group (UPBD) as of Q4 2021, down from 270 in Q3 2021.
  • Funds reported $2.32B of Upbound Group stock for Q4 2021, down 19% quarter-over-quarter.
  • 34 funds opened new Upbound Group positions in Q4 2021 and 57 closed out, a net change of -23 holders.
  • The largest Upbound Group buyer in Q4 2021 was Fidelity Investments, an estimated $23.4M added.
  • The largest Upbound Group seller in Q4 2021 was Hood River Capital Management, an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2021.