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Upland Software

147 hedge funds and large institutions have $416M invested in Upland Software in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $1.48M

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

7% more capital invested

Capital invested by funds: $388M → $416M (+$28.3M)

5% more funds holding

Funds holding: 140147 (+7)

0.71% more ownership

Funds ownership: 5.23%5.95% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
53
Reduced
43
Closed
17
Calls
$4.03M
Puts
$1.48M
Net Calls
+$2.56M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$1.57M +$529K +1,529 +46%
LCG
52
Lisanti Capital Growth
New York
$1.57M +$196K +565 +13%
GCP
53
GSA Capital Partners
United Kingdom
$1.53M +$876K +2,531 +116%
SCA
54
Secor Capital Advisors
New York
$1.44M +$131K +379 +9%
RJA
55
Raymond James & Associates
Florida
$1.41M -$328K -948 -18%
EGI
56
EAM Global Investors
California
$1.33M
PPA
57
Parametric Portfolio Associates
Washington
$1.27M -$433K -1,251 -24%
FSCM
58
First Sabrepoint Capital Management
Texas
$1.16M +$1.24M +3,583 New
Deutsche Bank
59
Deutsche Bank
Germany
$1.16M -$2.44M -7,054 -66%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$1.06M -$13.8K -40 -1%
EI
61
EAM Investors
California
$1.04M
ECM
62
ETrade Capital Management
Virginia
$1.04M -$4.85K -14 -0.4%
Bank of America
63
Bank of America
North Carolina
$1.03M +$178K +515 +19%
TA
64
Teachers Advisors
New York
$1.03M +$77.9K +225 +8%
SGCA
65
Steel Grove Capital Advisors
Tennessee
$966K
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$918K
AA
67
AlphaMark Advisors
Kentucky
$895K +$683K +1,972 +247%
Swiss National Bank
68
Swiss National Bank
Switzerland
$876K
Squarepoint
69
Squarepoint
New York
$852K +$397K +1,148 +77%
BCM
70
Bluefin Capital Management
New York
$848K +$908K +2,624 New
TCIM
71
TIAA CREF Investment Management
New York
$845K -$1.64M -4,724 -64%
EGM
72
Engineers Gate Manager
New York
$841K -$208K -601 -19%
WG
73
Winton Group
United Kingdom
$810K +$867K +2,506 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$778K
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$748K +$521K +1,506 +186%

UPLD Hedge Fund Activity: Q3 2018 in Review

147 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2018, worth a combined $416M — up 7.3% from $388M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UPLD positions and 17 closed out — a net gain of 8 holders — while 53 added to existing stakes and 43 trimmed.

The largest buyer was CDAM (UK), opening a new position worth an estimated $29.4M. The largest seller was Park West Asset Management, cutting an estimated $21.8M.

  • 147 institutional investors held Upland Software (UPLD) as of Q3 2018, up from 140 in Q2 2018.
  • Funds reported $416M of Upland Software stock for Q3 2018, up 7.3% quarter-over-quarter.
  • 25 funds opened new Upland Software positions in Q3 2018 and 17 closed out, a net change of +8 holders.
  • The largest Upland Software buyer in Q3 2018 was CDAM (UK), an estimated $29.4M added.
  • The largest Upland Software seller in Q3 2018 was Park West Asset Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2018.