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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
Assenagon Asset Management
51
Assenagon Asset Management
Luxembourg
$994K +$851K +3,452 New
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$916K – – –
SGCA
53
Steel Grove Capital Advisors
Tennessee
$861K -$123K -500 -14%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$841K +$720K +2,920 New
AIM
55
Alambic Investment Management
California
$758K -$1.3M -5,271 -67%
PPA
56
Parametric Portfolio Associates
Washington
$746K +$639K +2,593 New
TI
57
Trexquant Investment
Connecticut
$746K +$639K +2,593 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$744K +$21.2K +86 +3%
Bank of America
59
Bank of America
North Carolina
$678K -$56.7K -230 -9%
MC
60
Menta Capital
California
$592K +$506K +2,055 New
AQR Capital Management
61
AQR Capital Management
Connecticut
$586K -$1.07M -4,362 -68%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$539K +$44.4K +180 +11%
Goldman Sachs
63
Goldman Sachs
New York
$530K -$1.27M -5,153 -74%
USAA
64
United Services Automobile Association
Texas
$521K +$115K +466 +35%
Marshall Wace
65
Marshall Wace
United Kingdom
$515K +$441K +1,790 New
Squarepoint
66
Squarepoint
New York
$505K -$214K -870 -33%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$466K -$35.2K -143 -8%
ARTA
68
A.R.T. Advisors
New York
$465K -$339K -1,374 -46%
Charles Schwab
69
Charles Schwab
California
$458K +$104K +420 +36%
Bessemer Group
70
Bessemer Group
New Jersey
$449K – – –
William Blair & Company
71
William Blair & Company
Illinois
$436K +$373K +1,513 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$428K – – –
Luther King Capital Management (LKCM)
73
Luther King Capital Management (LKCM)
Texas
$411K – – –
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$368K +$315K +1,278 New
TA
75
Teachers Advisors
New York
$366K – – –
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.