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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

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

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
Squarepoint
51
Squarepoint
New York
$568K +$316K +1,441 +122%
Bank of America
52
Bank of America
North Carolina
$560K +$59.5K +271 +12%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$542K -$87.4K -398 -14%
WPC
54
White Pine Capital
Minnesota
$476K -$110K -500 -19%
Citigroup
55
Citigroup
New York
$389K +$265K +1,208 +206%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$382K +$387K +1,763 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$366K +$200K +911 +117%
Bessemer Group
58
Bessemer Group
New Jersey
$338K +$132K +600 +63%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$322K – – –
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$309K – – –
USAA
61
United Services Automobile Association
Texas
$291K +$295K +1,345 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$279K -$6.59K -30 -2%
TA
63
Teachers Advisors
New York
$275K – – –
RHJA
64
Rice Hall James & Associates
California
$272K +$276K +1,255 New
Charles Schwab
65
Charles Schwab
California
$254K – – –
CSS
66
Cubist Systematic Strategies
Connecticut
$250K +$253K +1,152 New
QC
67
Quadrature Capital
United Kingdom
$221K +$224K +1,020 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K +$1.98K +9 +1%
AIG
69
American International Group
New York
$119K +$13K +59 +12%
PCM
70
Prelude Capital Management
New York
$92K +$6.59K +30 +8%
Barclays
71
Barclays
United Kingdom
$90K -$43.3K -197 -32%
SO
72
STRS Ohio
Ohio
$45K – – –
UBS Group
73
UBS Group
Switzerland
$30K -$70.3K -320 -70%
Legal & General Group
74
Legal & General Group
United Kingdom
$30K -$8.78K -40 -22%
Parallax Volatility Advisers
75
Parallax Volatility Advisers
California
$25K +$25.9K +118 New
1 2
3
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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.