Upland Software
UPLD
152 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 19 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
3% more funds holding
Funds holding: 147 → 152 (+5)
5% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $1.63M
0.36% more ownership
Funds ownership: 5.95% → 6.3% (+0.36%)
10% less capital invested
Capital invested by funds: $416M → $373M (-$43.1M)
21% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$11.9M |
| 2 |
Morgan Stanley
New York
|
+$8.77M |
| 3 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
+$7.28M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.89M |
| 5 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
-$7.02M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.12M |
| 3 |
Renaissance Technologies
New York
|
-$4.95M |
| 4 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$3.83M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$2.7M |
UPLD Hedge Fund Activity: Q4 2018 in Review
152 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2018, worth a combined $373M — down 10% from $416M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UPLD positions and 19 closed out — a net gain of 6 holders — while 49 added to existing stakes and 62 trimmed.
The largest buyer was Portolan Capital Management, adding an estimated $11.9M. The largest seller was Whetstone Capital Advisors, cutting an estimated $7.02M.
- 152 institutional investors held Upland Software (UPLD) as of Q4 2018, up from 147 in Q3 2018.
- Funds reported $373M of Upland Software stock for Q4 2018, down 10% quarter-over-quarter.
- 25 funds opened new Upland Software positions in Q4 2018 and 19 closed out, a net change of +6 holders.
- The largest Upland Software buyer in Q4 2018 was Portolan Capital Management, an estimated $11.9M added.
- The largest Upland Software seller in Q4 2018 was Whetstone Capital Advisors, an estimated $7.02M sold.
Based on aggregated 13F filings for Q4 2018.