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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
SCM
1
Shapiro Capital Management
Georgia
$258M +$81.2M +2,271,175 +35%
BlackRock
2
BlackRock
New York
$248M -$6.15M -172,074 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M +$23.5M +658,053 +11%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$131M +$2.61M +73,017 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$108M +$16M +446,434 +14%
TCAM
6
Turtle Creek Asset Management
Ontario, Canada
$91M +$24.3M +678,850 +28%
SC
7
Samlyn Capital
New York
$82.1M +$68.4M +1,913,047 +224%
State Street
8
State Street
Massachusetts
$77.4M -$2.3M -64,278 -2%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$62.1M +$18.3M +512,247 +32%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$61.4M -$103M -2,874,279 -58%
N
11
Nuveen
North Carolina
$43.9M +$3.43M +95,925 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37.3M +$3.35M +93,523 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$34.9M -$1.52M -42,500 -3%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$32.4M +$39M +1,089,521 +45,491%
Marshall Wace
15
Marshall Wace
United Kingdom
$28.9M +$18.3M +511,124 +111%
Northern Trust
16
Northern Trust
Illinois
$28.4M -$1.58M -44,222 -4%
SFM
17
Systematic Financial Management
New Jersey
$26.2M +$415K +11,601 +1%
Millennium Management
18
Millennium Management
New York
$25.1M +$28.6M +800,221 +1,730%
Norges Bank
19
Norges Bank
Norway
$22.7M +$1.78M +49,849 +7%
Goldman Sachs
20
Goldman Sachs
New York
$21.3M +$1.92M +53,805 +8%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$19.1M -$24.5M -686,055 -52%
Morgan Stanley
22
Morgan Stanley
New York
$18.8M +$9.13M +255,206 +67%
AQR Capital Management
23
AQR Capital Management
Connecticut
$18.6M +$15.5M +434,741 +225%
Ameriprise
24
Ameriprise
Minnesota
$18.6M +$4.01M +112,177 +22%
Franklin Resources
25
Franklin Resources
California
$17.5M -$3.5M -97,915 -14%

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.