Upland Software
UPLD
24 hedge funds and large institutions have $7.29M invested in Upland Software in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.14% less ownership
Funds ownership: 7.79% → 6.65% (-1.1%)
58% less capital inflows, than outflows
Capital inflows: $1.02M | Capital outflows: $2.44M
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$312K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$196K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$196K |
| 4 |
Renaissance Technologies
New York
|
+$151K |
| 5 |
Spark Investment Management
New York
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.85M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$170K |
| 3 |
Goldman Sachs
New York
|
-$120K |
| 4 |
Morgan Stanley
New York
|
-$105K |
| 5 |
Skylands Capital
Milwaukee,
Wisconsin
|
-$79.2K |
UPLD Hedge Fund Activity: Q4 2015 in Review
24 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2015, worth a combined $7.29M — down 24% from $9.6M a quarter earlier.
Fund positioning in UPLD was balanced in Q4 2015: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 11 trimmed.
The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $312K. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $1.85M sold.
- 24 institutional investors held Upland Software (UPLD) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $7.29M of Upland Software stock for Q4 2015, down 24% quarter-over-quarter.
- 4 funds opened new Upland Software positions in Q4 2015 and 4 closed out, a net change of 0 holders.
- The largest Upland Software buyer in Q4 2015 was Jacobs Levy Equity Management, an estimated $312K added.
- The largest Upland Software seller in Q4 2015 was Alyeska Investment Group, an estimated $1.85M sold.
Based on aggregated 13F filings for Q4 2015.