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Upland Software
UPLD

188 hedge funds and large institutions have $1.07B invested in Upland Software in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $13.4M

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $863M → $1.07B (+$209M)

15% more funds holding

Funds holding: 163 → 188 (+25)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.16% more ownership

Funds ownership: 7.77% → 7.93% (+0.16%)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.33%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
40
Increased
66
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M

Top Buyers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
+$36.1M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$9.56M
3
WA
Wasatch Advisors
Utah
+$9.38M
4
WCM Investment Management
WCM Investment Management
California
+$9.03M
5
PI
Putnam Investments
Massachusetts
+$8.01M

Top Sellers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
-$17.1M
2
IECM
Intrinsic Edge Capital Management
Illinois
-$11.9M
3
PCM
Portolan Capital Management
Massachusetts
-$11.3M
4
GEH
General Equity Holdings
New York
-$10.6M
5
SAM
Silvercrest Asset Management
New York
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
51
Kennedy Capital Management
Missouri
$4.53M -$7.45M -16,923 -63%
Marshall Wace
52
Marshall Wace
United Kingdom
$4.46M +$2.11M +4,788 +97%
CM
53
Castleark Management
Illinois
$4.44M +$4.26M +9,671 New
LF
54
Lannebo Fonder
Sweden
$4.41M +$352K +800 +9%
Rafferty Asset Management
55
Rafferty Asset Management
New York
$4.25M +$568K +1,289 +16%
FA
56
Friess Associates
Delaware
$4.21M -$275K -625 -6%
CI
57
Cooper Investors
Australia
$4.07M – – –
Parallax Volatility Advisers
58
Parallax Volatility Advisers
California
$4.07M +$959K +2,178 +33%
HCM
59
Hodges Capital Management
Texas
$4.06M +$321K +730 +9%
MWNA
60
Marshall Wace North America
New York
$3.89M +$1.81M +4,109 +94%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$3.76M +$3.61M +8,200 New
AIA
62
Avalon Investment & Advisory
Texas
$3.29M -$82.3K -187 -3%
MAG
63
Millrace Asset Group
Pennsylvania
$3.04M -$925K -2,101 -24%
HighTower Advisors
64
HighTower Advisors
Illinois
$3M – – –
Wells Fargo
65
Wells Fargo
California
$2.99M -$1.1M -2,492 -28%
HT
66
HighTower Trust
Texas
$2.98M – – –
VCM
67
Venator Capital Management
Ontario, Canada
$2.94M -$3.1M -7,030 -52%
Millennium Management
68
Millennium Management
New York
$2.7M +$2.59M +5,885 New
TAM
69
Tocqueville Asset Management
New York
$2.61M -$110K -250 -4%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.55M – – –
P
71
Paradiem
Louisiana
$2.47M +$2.27M +5,154 New
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$2.43M -$48.4K -110 -2%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.4M +$581K +1,319 +34%
BCM
74
Bluefin Capital Management
New York
$2.33M +$2.24M +5,086 New
Renaissance Technologies
75
Renaissance Technologies
New York
$2.01M +$1.93M +4,372 New
1 2
3
4 5

UPLD Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2020, worth a combined $1.07B — up 24% from $863M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UPLD positions and 12 closed out — a net gain of 28 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $36.1M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $17.1M sold.

  • 188 institutional investors held Upland Software (UPLD) as of Q4 2020, up from 163 in Q3 2020.
  • Funds reported $1.07B of Upland Software stock for Q4 2020, up 24% quarter-over-quarter.
  • 40 funds opened new Upland Software positions in Q4 2020 and 12 closed out, a net change of +28 holders.
  • The largest Upland Software buyer in Q4 2020 was Channing Capital Management, an estimated $36.1M added.
  • The largest Upland Software seller in Q4 2020 was Granahan Investment Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2020.