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Upland Software
UPLD

58 hedge funds and large institutions have $123M invested in Upland Software in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

270% more capital invested

Capital invested by funds: $33.2M → $123M (+$89.8M)

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

87% more funds holding

Funds holding: 31 → 58 (+27)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

1.58% more ownership

Funds ownership: 1.17% → 2.76% (+1.6%)

Holders
58
Holders Change
+27
Holders Change %
+87.1%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
17
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$9.85M
2
PM
Pembroke Management
Quebec, Canada
+$7.86M
3
LSC
Lyon Street Capital
California
+$6.8M
4
BlackRock
BlackRock
New York
+$6.36M
5
GIPM
G2 Investment Partners Management
New York
+$6.32M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$1.23M
2
Millennium Management
Millennium Management
New York
-$769K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$626K
4
Morgan Stanley
Morgan Stanley
New York
-$426K
5
RJA
Raymond James & Associates
Florida
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
26
Steel Grove Capital Advisors
Tennessee
$878K – – –
Goldman Sachs
27
Goldman Sachs
New York
$810K +$185K +908 +33%
TCIM
28
TIAA CREF Investment Management
New York
$632K +$587K +2,875 New
WPC
29
White Pine Capital
Minnesota
$616K +$113K +553 +25%
Bank of America
30
Bank of America
North Carolina
$501K – – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$489K +$454K +2,222 New
Morgan Stanley
32
Morgan Stanley
New York
$422K -$426K -2,086 -52%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$333K +$309K +1,516 New
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$327K +$303K +1,485 New
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$314K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$284K +$263K +1,290 New
TA
37
Teachers Advisors
New York
$279K +$259K +1,271 New
TC
38
TFS Capital
Pennsylvania
$263K -$40.8K -200 -14%
Charles Schwab
39
Charles Schwab
California
$258K +$239K +1,170 New
MC
40
Menta Capital
California
$249K +$231K +1,130 New
HCM
41
Highbridge Capital Management
New York
$202K +$188K +921 New
SCM
42
Sterling Capital Management
North Carolina
$201K +$187K +915 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$172K +$159K +780 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158K +$130K +637 +786%
TDC
45
Thompson Davis & Co
Virginia
$104K -$5.1K -25 -5%
AIG
46
American International Group
New York
$99K +$92.1K +451 New
Citigroup
47
Citigroup
New York
$98K +$90.6K +444 New
NFA
48
Nationwide Fund Advisors
Ohio
$89K +$82.3K +403 New
UBS Group
49
UBS Group
Switzerland
$85K +$50.8K +249 +182%
SO
50
STRS Ohio
Ohio
$46K +$42.9K +210 New
1
2
3

UPLD Hedge Fund Activity: Q2 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2017, worth a combined $123M — up 270% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UPLD positions and 3 closed out — a net gain of 27 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $9.85M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $1.23M sold.

  • 58 institutional investors held Upland Software (UPLD) as of Q2 2017, up from 31 in Q1 2017.
  • Funds reported $123M of Upland Software stock for Q2 2017, up 270% quarter-over-quarter.
  • 30 funds opened new Upland Software positions in Q2 2017 and 3 closed out, a net change of +27 holders.
  • The largest Upland Software buyer in Q2 2017 was Park West Asset Management, an estimated $9.85M added.
  • The largest Upland Software seller in Q2 2017 was Driehaus Capital Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2017.