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Upland Software
UPLD

80 hedge funds and large institutions have $226M invested in Upland Software in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

72% more capital invested

Capital invested by funds: $132M → $226M (+$94.3M)

25% more funds holding

Funds holding: 64 → 80 (+16)

2.01% more ownership

Funds ownership: 3.01% → 5.01% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
33
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$36M
2
BA
Boston Advisors
Massachusetts
+$5.77M
3
Millennium Management
Millennium Management
New York
+$5.14M
4
GIM
Granahan Investment Management
Massachusetts
+$4.42M
5
UBS AM
UBS AM
Illinois
+$4.1M

Top Sellers

Rank Fund Capital Flow
1
GIPM
G2 Investment Partners Management
New York
-$3.55M
2
VCM
Venator Capital Management
Ontario, Canada
-$2.65M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.44M
4
EI
EAM Investors
California
-$1.1M
5
Morgan Stanley
Morgan Stanley
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
Friess Associates
Delaware
$2.17M +$2.2M +10,000 New
MAG
27
Millrace Asset Group
Pennsylvania
$1.97M -$326K -1,485 -14%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.95M -$52K -237 -3%
FG
29
Formula Growth
Quebec, Canada
$1.94M +$439K +2,000 +29%
ACM
30
Argent Capital Management
Missouri
$1.77M +$1.68M +7,654 New
AIM
31
Alambic Investment Management
California
$1.71M +$759K +3,455 +78%
Goldman Sachs
32
Goldman Sachs
New York
$1.51M +$1.54M +6,995 New
JP Morgan Chase
33
JP Morgan Chase
New York
$1.5M +$873K +3,978 +134%
Invesco
34
Invesco
Georgia
$1.46M +$974K +4,438 +193%
RJA
35
Raymond James & Associates
Florida
$1.39M +$526K +2,395 +59%
AQR Capital Management
36
AQR Capital Management
Connecticut
$1.39M +$896K +4,080 +176%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.25M +$536K +2,441 +73%
EI
38
EAM Investors
California
$1.24M -$1.1M -5,027 -47%
Wells Fargo
39
Wells Fargo
California
$1.17M -$215K -977 -15%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.12M +$1.11M +5,043 +4,002%
OAM
41
Oxford Asset Management
United Kingdom
$865K +$865K +3,938 New
SGCA
42
Steel Grove Capital Advisors
Tennessee
$756K -$110K -500 -13%
EGI
43
EAM Global Investors
California
$756K +$766K +3,489 New
MAM
44
Martingale Asset Management
Massachusetts
$720K +$268K +1,221 +58%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$689K +$97K +442 +16%
TMC
46
Trellus Management Company
Florida
$689K +$698K +3,180 New
Citadel Advisors
47
Citadel Advisors
Florida
$662K -$107K -486 -14%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$652K -$32.9K -150 -5%
ARTA
49
A.R.T. Advisors
New York
$647K +$657K +2,991 New
TCIM
50
TIAA CREF Investment Management
New York
$633K – – –
1
2
3 4

UPLD Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2017, worth a combined $226M — up 72% from $132M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UPLD positions and 7 closed out — a net gain of 16 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $36M. The largest seller was G2 Investment Partners Management, cutting an estimated $3.55M.

  • 80 institutional investors held Upland Software (UPLD) as of Q4 2017, up from 64 in Q3 2017.
  • Funds reported $226M of Upland Software stock for Q4 2017, up 72% quarter-over-quarter.
  • 23 funds opened new Upland Software positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest Upland Software buyer in Q4 2017 was Park West Asset Management, an estimated $36M added.
  • The largest Upland Software seller in Q4 2017 was G2 Investment Partners Management, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2017.