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Upland Software
UPLD

112 hedge funds and large institutions have $309M invested in Upland Software in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

40% more funds holding

Funds holding: 80 → 112 (+32)

37% more capital invested

Capital invested by funds: $226M → $309M (+$82.9M)

0.17% more ownership

Funds ownership: 5.01% → 5.19% (+0.17%)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

Holders
112
Holders Change
+32
Holders Change %
+40%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
42
Increased
27
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAP
Ardsley Advisory Partners
Connecticut
+$5.18M
2
DMK
David M. Knott
+$4.19M
3
PCM
Portolan Capital Management
Massachusetts
+$3.38M
4
WCA
Whetstone Capital Advisors
Kansas
+$3.25M
5
AI
Axiom Investors
Connecticut
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
-$15.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.31M
4
PM
Precept Management
Texas
-$2.22M
5
LSC
Lyon Street Capital
California
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
26
Castleark Management
Illinois
$3.18M +$2.73M +11,061 New
Northern Trust
27
Northern Trust
Illinois
$3.12M +$156K +633 +6%
Wells Fargo
28
Wells Fargo
California
$3.08M +$1.31M +5,322 +99%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.07M +$918K +3,724 +54%
FA
30
Friess Associates
Delaware
$3.03M +$126K +512 +5%
Two Sigma Investments
31
Two Sigma Investments
New York
$3.01M +$1.15M +4,675 +81%
ACM
32
Argent Capital Management
Missouri
$2.97M +$655K +2,657 +35%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$2.65M +$48.3K +196 +2%
Morgan Stanley
34
Morgan Stanley
New York
$2.62M -$614K -2,492 -22%
FG
35
Formula Growth
Quebec, Canada
$2.58M – – –
MAG
36
Millrace Asset Group
Pennsylvania
$2.41M -$184K -746 -8%
VCM
37
Venator Capital Management
Ontario, Canada
$2.36M +$2.02M +8,211 New
CCM
38
Cadence Capital Management
Massachusetts
$2.11M +$1.81M +7,341 New
TCIM
39
TIAA CREF Investment Management
New York
$1.85M +$865K +3,510 +120%
Citadel Advisors
40
Citadel Advisors
Florida
$1.61M +$622K +2,525 +83%
RJA
41
Raymond James & Associates
Florida
$1.38M -$404K -1,638 -25%
OAM
42
Oxford Asset Management
United Kingdom
$1.33M +$169K +687 +17%
N
43
Nuveen
North Carolina
$1.26M +$1.08M +4,390 New
Ameriprise
44
Ameriprise
Minnesota
$1.23M +$1.05M +4,281 New
EGI
45
EAM Global Investors
California
$1.18M +$153K +622 +18%
LCG
46
Lisanti Capital Growth
New York
$1.18M +$1.01M +4,109 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$1.14M -$298K -1,211 -23%
AIA
48
Avalon Investment & Advisory
Texas
$1.12M +$956K +3,878 New
MAM
49
Martingale Asset Management
Massachusetts
$1.05M +$78.9K +320 +10%
EI
50
EAM Investors
California
$1.04M -$520K -2,109 -37%
1
2
3 4 5

UPLD Hedge Fund Activity: Q1 2018 in Review

112 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2018, worth a combined $309M — up 37% from $226M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UPLD positions and 10 closed out — a net gain of 32 holders — while 27 added to existing stakes and 33 trimmed.

The largest buyer was Ardsley Advisory Partners, opening a new position worth an estimated $5.18M. The largest seller was Park West Asset Management, cutting an estimated $15.2M.

  • 112 institutional investors held Upland Software (UPLD) as of Q1 2018, up from 80 in Q4 2017.
  • Funds reported $309M of Upland Software stock for Q1 2018, up 37% quarter-over-quarter.
  • 42 funds opened new Upland Software positions in Q1 2018 and 10 closed out, a net change of +32 holders.
  • The largest Upland Software buyer in Q1 2018 was Ardsley Advisory Partners, an estimated $5.18M added.
  • The largest Upland Software seller in Q1 2018 was Park West Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2018.