Upland Software
UPLD
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.
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: 140 → 147 (+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: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CU
CDAM (UK)
London,
United Kingdom
|
+$29.4M |
| 2 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$12.2M |
| 3 |
Millennium Management
New York
|
+$5.25M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.94M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$21.8M |
| 2 |
Renaissance Technologies
New York
|
-$3.58M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$3.45M |
| 4 |
LSC
Lyon Street Capital
Sausalito,
California
|
-$2.83M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.44M |
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.