We are live on ! Find out more
UPLD icon

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

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

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
Barclays
51
Barclays
United Kingdom
$129K +$140K +609 +60,900%
Citigroup
52
Citigroup
New York
$124K +$32.8K +143 +32%
AIG
53
American International Group
New York
$103K +$8.49K +37 +8%
UBS Group
54
UBS Group
Switzerland
$97K +$16.3K +71 +18%
NFA
55
Nationwide Fund Advisors
Ohio
$85K – – –
PCM
56
Prelude Capital Management
New York
$84K +$91.1K +397 New
SO
57
STRS Ohio
Ohio
$44K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$38K +$16.3K +71 +66%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$26.6K +$11.5K +50 +66%
TDC
60
Thompson Davis & Co
Virginia
$21K -$86.1K -375 -79%
AIP
61
Ameritas Investment Partners
Nebraska
$14K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$14K +$13.5K +59 +590%
TRCT
63
Tower Research Capital (TRC)
New York
$10K +$11.5K +50 New
WPC
64
White Pine Capital
Minnesota
$571 -$23.6K -103 -4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– -$4.08M -18,550 Closed
Alyeska Investment Group
66
Alyeska Investment Group
Illinois
– -$2.75M -12,500 Closed
UOC
67
UBS O'Connor
Illinois
– -$1.45M -6,591 Closed
SC
68
Skylands Capital
Wisconsin
– -$1.08M -4,915 Closed
Goldman Sachs
69
Goldman Sachs
New York
– -$810K -3,683 Closed
TC
70
TFS Capital
Pennsylvania
– -$263K -1,197 Closed
MC
71
Menta Capital
California
– -$249K -1,130 Closed
SCM
72
Sterling Capital Management
North Carolina
– -$201K -915 Closed
AIM
73
Acrospire Investment Management
Illinois
– -$44K -200 Closed
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.