We are live on ! Find out more
URBN icon

Urban Outfitters

241 hedge funds and large institutions have $2.1B invested in Urban Outfitters in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 80 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $50.9M | Put options by funds: $40.8M

2.06% more ownership

Funds ownership: 69.77%71.83% (+2.1%)

0% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 80

5% less funds holding

Funds holding: 254241 (-13)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

26% less capital invested

Capital invested by funds: $2.82B → $2.1B (-$721M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
241
Holders Change
-13
Holders Change %
-5.12%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
80
Reduced
80
Closed
49
Calls
$50.9M
Puts
$40.8M
Net Calls
+$10.2M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$16K -$1.54K -43 -8%
WQ
202
Wealth Quarterback
New Jersey
$16K
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$14K +$393 +11 +2%
CFA
204
Carroll Financial Associates
North Carolina
$11K
FPS
205
Fieldpoint Private Securities
Connecticut
$11K
S
206
SignatureFD
Georgia
$9K
MIM
207
Macroview Investment Management
Maryland
$9K +$6.51K +182 +163%
PB
208
Pinnacle Bancorp
Nebraska
$8K
AA
209
Addison Advisors
Vermont
$7K
AF
210
Allworth Financial
California
$6K
NFG
211
Next Financial Group
Texas
$6K +$6.26K +175 +700%
ST
212
Smithfield Trust
Pennsylvania
$5K
GAM
213
Gemmer Asset Management
California
$4K
IA
214
IFP Advisors
Florida
$4K
AF
215
Advisornet Financial
Minnesota
$4K +$5.26K +147 New
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$3K
SPIA
217
Steward Partners Investment Advisory
New York
$3K
WTC
218
WhitTier Trust Company
Nevada
$3K
QCG
219
Quadrant Capital Group
Ohio
$3K +$572 +16 +22%
CM
220
Caption Management
Oklahoma
$3K +$3.58K +100 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$3K +$4.08K +114 New
TWA
222
TCI Wealth Advisors
Arizona
$2K -$4.18K -117 -59%
BAM
223
Bellevue Asset Management
Washington
$2K
JCM
224
Jacobi Capital Management
Pennsylvania
$2K
KFI
225
Key Financial Inc
Pennsylvania
$2K

URBN Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q3 2021, worth a combined $2.1B — down 26% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of URBN and 40 opened new positions — a net loss of 9 holders — while 80 trimmed existing stakes and 80 added.

The largest buyer was Shapiro Capital Management, adding an estimated $81.2M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 241 institutional investors held Urban Outfitters (URBN) as of Q3 2021, down from 254 in Q2 2021.
  • Funds reported $2.1B of Urban Outfitters stock for Q3 2021, down 26% quarter-over-quarter.
  • 40 funds opened new Urban Outfitters positions in Q3 2021 and 49 closed out, a net change of -9 holders.
  • The largest Urban Outfitters buyer in Q3 2021 was Shapiro Capital Management, an estimated $81.2M added.
  • The largest Urban Outfitters seller in Q3 2021 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2021.