Upland Software
UPLD
20 hedge funds and large institutions have $12.1M invested in Upland Software in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 9 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
17% less funds holding
Funds holding: 24 → 20 (-4)
43% less capital invested
Capital invested by funds: $21.3M → $12.1M (-$9.18M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
+$778K |
| 2 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$195K |
| 3 |
BCM
Bourgeon Capital Management
Darien,
Connecticut
|
+$156K |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$123K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$2.6M |
| 2 |
AIC
AWM Investment Company
New York
|
-$1.54M |
| 3 |
TCM
Timpani Capital Management
Milwaukee,
Wisconsin
|
-$717K |
| 4 |
Bank of New York Mellon
New York
|
-$589K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$404K |
UPLD Hedge Fund Activity: Q1 2015 in Review
20 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q1 2015, worth a combined $12.1M — down 43% from $21.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of UPLD and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Skylands Capital, adding an estimated $778K. The largest seller was Nicholas Investment Partners, exiting entirely with an estimated $2.6M sold.
- 20 institutional investors held Upland Software (UPLD) as of Q1 2015, down from 24 in Q4 2014.
- Funds reported $12.1M of Upland Software stock for Q1 2015, down 43% quarter-over-quarter.
- 5 funds opened new Upland Software positions in Q1 2015 and 9 closed out, a net change of -4 holders.
- The largest Upland Software buyer in Q1 2015 was Skylands Capital, an estimated $778K added.
- The largest Upland Software seller in Q1 2015 was Nicholas Investment Partners, an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2015.