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Upland Software
UPLD

64 hedge funds and large institutions have $132M invested in Upland Software in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

10% more funds holding

Funds holding: 58 → 64 (+6)

7% more capital invested

Capital invested by funds: $123M → $132M (+$8.64M)

0.25% more ownership

Funds ownership: 2.76% → 3.01% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
30
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$5.43M
2
GIPM
G2 Investment Partners Management
New York
+$3.82M
3
DCM
Driehaus Capital Management
Illinois
+$3.24M
4
Morgan Stanley
Morgan Stanley
New York
+$2.99M
5
Wells Fargo
Wells Fargo
California
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.08M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.75M
3
VCM
Venator Capital Management
Ontario, Canada
-$2.41M
4
PWAM
Park West Asset Management
California
-$1.85M
5
UOC
UBS O'Connor
Illinois
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
26
Steel Grove Capital Advisors
Tennessee
$845K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$749K +$813K +3,541 New
BCM
28
Bridgeway Capital Management
Texas
$725K -$413K -1,800 -34%
Two Sigma Investments
29
Two Sigma Investments
New York
$705K +$764K +3,330 New
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$668K +$377K +1,642 +108%
JP Morgan Chase
31
JP Morgan Chase
New York
$626K +$673K +2,932 +8,377%
TCIM
32
TIAA CREF Investment Management
New York
$618K +$10.8K +47 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$613K +$155K +676 +30%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$580K +$629K +2,740 New
HCM
35
Highbridge Capital Management
New York
$504K +$335K +1,458 +158%
AQR Capital Management
36
AQR Capital Management
Connecticut
$491K +$532K +2,319 New
Bank of America
37
Bank of America
North Carolina
$490K +$8.72K +38 +2%
Invesco
38
Invesco
Georgia
$485K +$527K +2,298 New
MAM
39
Martingale Asset Management
Massachusetts
$445K +$482K +2,100 New
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$314K – – –
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$302K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$279K +$6.88K +30 +2%
TA
43
Teachers Advisors
New York
$269K – – –
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$268K +$291K +1,268 New
Squarepoint
45
Squarepoint
New York
$250K +$272K +1,183 New
Charles Schwab
46
Charles Schwab
California
$248K – – –
Bessemer Group
47
Bessemer Group
New Jersey
$203K +$220K +960 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$165K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143K -$9.87K -43 -6%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$129K +$140K +609 New
1
2
3

UPLD Hedge Fund Activity: Q3 2017 in Review

64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2017, worth a combined $132M — up 7% from $123M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UPLD positions and 9 closed out — a net gain of 6 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $5.43M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4.08M sold.

  • 64 institutional investors held Upland Software (UPLD) as of Q3 2017, up from 58 in Q2 2017.
  • Funds reported $132M of Upland Software stock for Q3 2017, up 7% quarter-over-quarter.
  • 15 funds opened new Upland Software positions in Q3 2017 and 9 closed out, a net change of +6 holders.
  • The largest Upland Software buyer in Q3 2017 was Millennium Management, an estimated $5.43M added.
  • The largest Upland Software seller in Q3 2017 was Bank of Montreal, an estimated $4.08M sold.

Based on aggregated 13F filings for Q3 2017.