Upland Software
UPLD
163 hedge funds and large institutions have $692M invested in Upland Software in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 30 closing their positions.
113% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $9.01M
0.29% less ownership
Funds ownership: 7.95% → 7.66% (-0.29%)
1% less capital invested
Capital invested by funds: $700M → $692M (-$7.77M)
6% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 62
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
10% less funds holding
Funds holding: 181 → 163 (-18)
30% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$19.8M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$17.9M |
| 3 |
RA
Royce & Associates
New York
|
+$9.02M |
| 4 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
+$8.79M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$40.2M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$7.88M |
| 3 |
GIPM
G2 Investment Partners Management
New York
|
-$7.86M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$5.67M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.14M |
UPLD Hedge Fund Activity: Q4 2019 in Review
163 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2019, worth a combined $692M — down 1.1% from $700M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of UPLD and 21 opened new positions — a net loss of 9 holders — while 62 trimmed existing stakes and 58 added.
The largest buyer was Wasatch Advisors, adding an estimated $19.8M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $40.2M sold.
- 163 institutional investors held Upland Software (UPLD) as of Q4 2019, down from 181 in Q3 2019.
- Funds reported $692M of Upland Software stock for Q4 2019, down 1.1% quarter-over-quarter.
- 21 funds opened new Upland Software positions in Q4 2019 and 30 closed out, a net change of -9 holders.
- The largest Upland Software buyer in Q4 2019 was Wasatch Advisors, an estimated $19.8M added.
- The largest Upland Software seller in Q4 2019 was Janus Henderson Group, an estimated $40.2M sold.
Based on aggregated 13F filings for Q4 2019.