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Upland Software
UPLD

20 hedge funds and large institutions have $12.1M invested in Upland Software in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

17% less funds holding

Funds holding: 24 → 20 (-4)

43% less capital invested

Capital invested by funds: $21.3M → $12.1M (-$9.18M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Skylands Capital
Wisconsin
+$778K
2
PCM
Palisade Capital Management
New Jersey
+$195K
3
BCM
Bourgeon Capital Management
Connecticut
+$156K
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$123K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$120K

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$2.6M
2
AIC
AWM Investment Company
New York
-$1.54M
3
TCM
Timpani Capital Management
Wisconsin
-$717K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$589K
5
Deutsche Bank
Deutsche Bank
Germany
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
– -$153K -1,598 Closed
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
– -$128K -1,341 Closed
MAA
28
Managed Account Advisors
New Jersey
– -$20K -208 Closed
Citigroup
29
Citigroup
New York
– +$233 +3 New
1
2

UPLD Hedge Fund Activity: Q1 2015 in Review

20 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2015, worth a combined $12.1M — down 43% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UPLD and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Skylands Capital, adding an estimated $778K. The largest seller was Nicholas Investment Partners, exiting entirely with an estimated $2.6M sold.

  • 20 institutional investors held Upland Software (UPLD) as of Q1 2015, down from 24 in Q4 2014.
  • Funds reported $12.1M of Upland Software stock for Q1 2015, down 43% quarter-over-quarter.
  • 5 funds opened new Upland Software positions in Q1 2015 and 9 closed out, a net change of -4 holders.
  • The largest Upland Software buyer in Q1 2015 was Skylands Capital, an estimated $778K added.
  • The largest Upland Software seller in Q1 2015 was Nicholas Investment Partners, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2015.