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.
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)
Top Buyers
Top Sellers
| 1 |
GIPM
G2 Investment Partners Management
New York
|
-$3.55M |
| 2 |
VCM
Venator Capital Management
Toronto,
Ontario, Canada
|
-$2.65M |
| 3 |
Renaissance Technologies
New York
|
-$1.44M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$1.1M |
| 5 |
Morgan Stanley
New York
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TDC
76
Thompson Davis & Co
Richmond,
Virginia
| $22K | – | – | – |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $21K | +$9.88K | +45 | +90% |
|
|
DCM
78
Delpha Capital Management
New York
| $17K | +$17.6K | +80 | New |
|
|
AIP
79
Ameritas Investment Partners
Lincoln,
Nebraska
| $14K | – | – | – |
|
|
PHK
80
Point72 Hong Kong
Hong Kong
| $1K | +$1.1K | +5 | New |
|
|
VCM
81
Venator Capital Management
Toronto,
Ontario, Canada
| – | -$2.65M | -12,539 | Closed |
|
|
BCM
82
Bridgeway Capital Management
Houston,
Texas
| – | -$725K | -3,425 | Closed |
|
|
HCM
83
Highbridge Capital Management
New York
| – | -$504K | -2,379 | Closed |
|
84
Balyasny Asset Management
Chicago,
Illinois
| – | -$268K | -1,268 | Closed |
|
85
Acadian Asset Management
Boston,
Massachusetts
| – | -$129K | -609 | Closed |
|
|
NFA
86
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$85K | -403 | Closed |
|
87
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$14K | -69 | Closed |
|
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.