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Urban Outfitters

283 hedge funds and large institutions have $2.41B invested in Urban Outfitters in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $2.21B → $2.41B (+$194M)

0.77% more ownership

Funds ownership: 71.93%72.7% (+0.77%)

0% less funds holding

Funds holding: 284283 (-1)

15% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $51.3M

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
283
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
79
Reduced
117
Closed
37
Calls
$43.5M
Puts
$51.3M
Net Calls
-$7.88M
Net Calls Change
-$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$344M -$24.8M -713,036 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$274M +$23.5M +674,790 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$236M +$4.36M +125,147 +2%
State Street
4
State Street
Massachusetts
$96.6M -$3.06M -87,921 -3%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$84.4M +$17.3M +498,321 +27%
Morgan Stanley
6
Morgan Stanley
New York
$84.3M +$28.4M +817,180 +53%
TCAM
7
Turtle Creek Asset Management
Ontario, Canada
$83.8M -$11.2M -322,186 -12%
Citadel Advisors
8
Citadel Advisors
Florida
$80.2M +$71.2M +2,044,723 +1,005%
SCM
9
Shapiro Capital Management
Georgia
$65.6M -$6.16M -177,013 -9%
Fisher Asset Management
10
Fisher Asset Management
Washington
$65M -$4.78M -137,229 -7%
Marshall Wace
11
Marshall Wace
United Kingdom
$59.8M +$11.2M +322,434 +24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$48.6M +$1.91M +54,845 +4%
American Century Companies
13
American Century Companies
Missouri
$39.1M +$5.36M +154,107 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$39M -$892K -25,630 -2%
Charles Schwab
15
Charles Schwab
California
$37.5M +$461K +13,246 +1%
Goldman Sachs
16
Goldman Sachs
New York
$37.1M +$16.4M +470,323 +83%
N
17
Nuveen
North Carolina
$36.8M -$313 -9 -0%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$31.3M +$178K +5,100 +0.6%
JP Morgan Chase
19
JP Morgan Chase
New York
$26.9M +$17.3M +497,602 +193%
SFM
20
Systematic Financial Management
New Jersey
$24.9M -$1.59M -45,659 -6%
Northern Trust
21
Northern Trust
Illinois
$23.8M -$293K -8,428 -1%
Two Sigma Investments
22
Two Sigma Investments
New York
$21.9M +$17.1M +492,151 +408%
Prudential Financial
23
Prudential Financial
New Jersey
$20.3M -$13.1M -377,611 -40%
CM
24
Cercano Management
Washington
$18.8M +$18.3M +527,167 New
Man Group
25
Man Group
United Kingdom
$18.4M +$17.9M +515,392 New

URBN Hedge Fund Activity: Q4 2023 in Review

283 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q4 2023, worth a combined $2.41B — up 8.8% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new URBN positions and 37 closed out — a net gain of 4 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $71.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $50.5M sold.

  • 283 institutional investors held Urban Outfitters (URBN) as of Q4 2023, down from 284 in Q3 2023.
  • Funds reported $2.41B of Urban Outfitters stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 41 funds opened new Urban Outfitters positions in Q4 2023 and 37 closed out, a net change of +4 holders.
  • The largest Urban Outfitters buyer in Q4 2023 was Citadel Advisors, an estimated $71.2M added.
  • The largest Urban Outfitters seller in Q4 2023 was Balyasny Asset Management, an estimated $50.5M sold.

Based on aggregated 13F filings for Q4 2023.