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Upland Software
UPLD

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $21.7M

70% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 43

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3% more funds holding

Funds holding: 175 → 181 (+6)

0.35% more ownership

Funds ownership: 7.6% → 7.95% (+0.35%)

20% less capital invested

Capital invested by funds: $875M → $700M (-$175M)

Holders
181
Holders Change
+6
Holders Change %
+3.43%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
36
Increased
73
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$16M
2
WCA
Whetstone Capital Advisors
Kansas
+$16M
3
GEH
General Equity Holdings
New York
+$14.4M
4
GIPM
G2 Investment Partners Management
New York
+$11.5M
5
CU
CDAM (UK)
United Kingdom
+$9.95M

Top Sellers

1
TEC
Tiger Eye Capital
Tennessee
-$18.7M
2
Morgan Stanley
Morgan Stanley
New York
-$15.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.6M
4
PCM
Penserra Capital Management
California
-$13M
5
DCM
Driehaus Capital Management
Illinois
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$3.21M +$1.62M +3,899 +74%
CCM
52
Cadence Capital Management
Massachusetts
$2.74M +$820K +1,974 +34%
Parallax Volatility Advisers
53
Parallax Volatility Advisers
California
$2.48M +$2.95M +7,103 New
KIA
54
Kopp Investment Advisors
Minnesota
$2.46M -$1.66M -4,007 -36%
3C
55
361 Capital
Colorado
$2.43M +$2.89M +6,961 New
NIP
56
Nicholas Investment Partners
California
$2.42M -$4.07M -9,799 -58%
TAM
57
THB Asset Management
Connecticut
$2.41M +$2.87M +6,904 New
MAG
58
Millrace Asset Group
Pennsylvania
$2.37M +$1.33M +3,201 +89%
SCM
59
Sterling Capital Management
North Carolina
$2.19M +$1.77M +4,251 +208%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$2.19M -$1.7M -4,089 -39%
RJA
61
Raymond James & Associates
Florida
$2.15M -$247K -594 -9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$2.15M -$3.81M -9,179 -60%
FG
63
Formula Growth
Quebec, Canada
$2.09M – – –
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$1.74M +$2.08M +5,000 New
VRS
65
Virginia Retirement Systems
Virginia
$1.7M +$228K +550 +13%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$1.63M +$1.63M +3,920 +525%
BA
67
Boston Advisors
Massachusetts
$1.62M +$1.09M +2,626 +129%
OAM
68
Oxford Asset Management
United Kingdom
$1.58M +$1.88M +4,530 New
Bank of America
69
Bank of America
North Carolina
$1.54M +$505K +1,216 +38%
MWNA
70
Marshall Wace North America
New York
$1.5M +$1.79M +4,310 New
DIA
71
Dana Investment Advisors
Wisconsin
$1.45M -$51.9K -125 -3%
PC
72
PA Capital
Virginia
$1.45M +$190K +457 +12%
Swiss National Bank
73
Swiss National Bank
Switzerland
$1.4M +$33.2K +80 +2%
LSC
74
Lyon Street Capital
California
$1.39M +$505K +1,216 +44%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1.38M -$149K -358 -8%
1 2
3
4 5

UPLD Hedge Fund Activity: Q3 2019 in Review

181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2019, worth a combined $700M — down 20% from $875M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UPLD positions and 29 closed out — a net gain of 7 holders — while 73 added to existing stakes and 43 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $16M. The largest seller was Tiger Eye Capital, exiting entirely with an estimated $18.7M sold.

  • 181 institutional investors held Upland Software (UPLD) as of Q3 2019, up from 175 in Q2 2019.
  • Funds reported $700M of Upland Software stock for Q3 2019, down 20% quarter-over-quarter.
  • 36 funds opened new Upland Software positions in Q3 2019 and 29 closed out, a net change of +7 holders.
  • The largest Upland Software buyer in Q3 2019 was Silvercrest Asset Management, an estimated $16M added.
  • The largest Upland Software seller in Q3 2019 was Tiger Eye Capital, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2019.