Upland Software
UPLD
181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 43 reducing their positions, and 29 closing their positions.
132% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $21.7M
70% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 43
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more funds holding
Funds holding: 175 → 181 (+6)
0.35% more ownership
Funds ownership: 7.6% → 7.95% (+0.35%)
20% less capital invested
Capital invested by funds: $875M → $700M (-$175M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$16M |
| 2 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$16M |
| 3 |
GEH
General Equity Holdings
Brooklyn,
New York
|
+$14.4M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
+$11.5M |
| 5 |
CU
CDAM (UK)
London,
United Kingdom
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
|
-$18.7M |
| 2 |
Morgan Stanley
New York
|
-$15.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$15.6M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
-$13M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$106K | -233 | Closed |
|
202
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$60K | -133 | Closed |
|
|
AG
203
Aperio Group
Sausalito,
California
| – | -$28K | -62 | Closed |
|
|
DWA
204
Dorsey Wright & Associates
Pasadena,
California
| – | -$25K | -54 | Closed |
|
|
MWM
205
Meridian Wealth Management
Lexington,
Kentucky
| – | -$228 | -50 | Closed |
|
|
YWP
206
YorkBridge Wealth Partners
New York
| – | -$8K | -19 | Closed |
|
|
TC
207
Truvestments Capital
Sarasota,
Florida
| – | -$5K | -10 | Closed |
|
208
Walleye Capital
New York
| – | -$4.15K | -10 | Closed |
|
|
CFGS
209
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3.32K | -8 | Closed |
|
UPLD Hedge Fund Activity: Q3 2019 in Review
181 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2019, worth a combined $700M — down 20% from $875M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UPLD positions and 29 closed out — a net gain of 7 holders — while 73 added to existing stakes and 43 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $16M. The largest seller was Tiger Eye Capital, exiting entirely with an estimated $18.7M sold.
- 181 institutional investors held Upland Software (UPLD) as of Q3 2019, up from 175 in Q2 2019.
- Funds reported $700M of Upland Software stock for Q3 2019, down 20% quarter-over-quarter.
- 36 funds opened new Upland Software positions in Q3 2019 and 29 closed out, a net change of +7 holders.
- The largest Upland Software buyer in Q3 2019 was Silvercrest Asset Management, an estimated $16M added.
- The largest Upland Software seller in Q3 2019 was Tiger Eye Capital, an estimated $18.7M sold.
Based on aggregated 13F filings for Q3 2019.