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Upland Software
UPLD

24 hedge funds and large institutions have $7.29M invested in Upland Software in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 24 → 24 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

24% less capital invested

Capital invested by funds: $9.57M → $7.29M (-$2.28M)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$312K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$196K
3
Creative Planning
Creative Planning
Kansas
+$196K
4
Renaissance Technologies
Renaissance Technologies
New York
+$151K
5
SIM
Spark Investment Management
New York
+$107K

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.85M
2
RJA
Raymond James & Associates
Florida
-$170K
3
Goldman Sachs
Goldman Sachs
New York
-$120K
4
Morgan Stanley
Morgan Stanley
New York
-$105K
5
SC
Skylands Capital
Wisconsin
-$79.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
– -$120K -1,513 Closed
MTIP
27
Magee Thomson Investment Partners
California
– -$4K -44 Closed
PCM
28
Prelude Capital Management
New York
– -$3K -40 Closed
1
2

UPLD Hedge Fund Activity: Q4 2015 in Review

24 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2015, worth a combined $7.29M — down 24% from $9.57M a quarter earlier.

Fund positioning in UPLD was balanced in Q4 2015: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 11 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $312K. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $1.85M sold.

  • 24 institutional investors held Upland Software (UPLD) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $7.29M of Upland Software stock for Q4 2015, down 24% quarter-over-quarter.
  • 4 funds opened new Upland Software positions in Q4 2015 and 4 closed out, a net change of 0 holders.
  • The largest Upland Software buyer in Q4 2015 was Jacobs Levy Equity Management, an estimated $312K added.
  • The largest Upland Software seller in Q4 2015 was Alyeska Investment Group, an estimated $1.85M sold.

Based on aggregated 13F filings for Q4 2015.