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Upbound Group
UPBD
UPBD
225 hedge funds and large institutions have $1.3B invested in Upbound Group in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
28% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 69
15.14% more ownership
Funds ownership: 72.57% → 87.71% (+15%)
9% less funds holding
Funds holding: 247 → 225 (-22)
33% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 60
44% less capital invested
Capital invested by funds: $2.32B → $1.3B (-$1.01B)
48% less call options, than puts
Call options by funds: $7.42M | Put options by funds: $14.2M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
225
Holders Change
-22
Holders Change %
-8.91%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
69
Closed
60
Calls
$7.42M
Puts
$14.2M
Net Calls
-$6.82M
Net Calls Change
+$13M
Top Buyers
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$72.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.8M |
| 3 |
Millennium Management
New York
|
+$25.1M |
| 4 |
D.E. Shaw & Co
New York
|
+$18.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$16.2M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$27.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$26.8M |
| 3 |
RA
Royce & Associates
New York
|
-$20.5M |
| 4 |
SCP
Steamboat Capital Partners
Rye,
New York
|
-$16.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15M |
