Upland Software
UPLD
24 hedge funds and large institutions have $7.49M invested in Upland Software in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
0% more capital invested
Capital invested by funds: $7.49M → $7.49M (+$1.82K)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
+$627K |
| 2 |
Renaissance Technologies
New York
|
+$232K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$163K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$114K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$85.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.12M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$963K |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
-$136K |
| 4 |
WP
WMS Partners
Towson,
Maryland
|
-$120K |
| 5 |
Morgan Stanley
New York
|
-$65.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
26
WMS Partners
Towson,
Maryland
| – | -$120K | -1,740 | Closed |
|
|
BJ
27
BlackRock Japan
Tokyo,
Japan
| – | -$21K | -300 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | +$430 | +6 | New |
|
UPLD Hedge Fund Activity: Q2 2016 in Review
24 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2016, worth a combined $7.49M — up 0.02% from $7.49M a quarter earlier.
Fund positioning in UPLD was balanced in Q2 2016: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 3 trimmed.
The largest buyer was Skylands Capital, adding an estimated $627K. The largest seller was Raymond James & Associates, cutting an estimated $1.12M.
- 24 institutional investors held Upland Software (UPLD) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $7.49M of Upland Software stock for Q2 2016, up 0.02% quarter-over-quarter.
- 4 funds opened new Upland Software positions in Q2 2016 and 4 closed out, a net change of 0 holders.
- The largest Upland Software buyer in Q2 2016 was Skylands Capital, an estimated $627K added.
- The largest Upland Software seller in Q2 2016 was Raymond James & Associates, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2016.