Upland Software
UPLD
24 hedge funds and large institutions have $10.7M invested in Upland Software in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
91% more capital inflows, than outflows
Capital inflows: $2.58M | Capital outflows: $1.35M
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
9% more funds holding
Funds holding: 22 → 24 (+2)
0.78% more ownership
Funds ownership: 5.87% → 6.65% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$269K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$239K |
| 3 |
Bridgeway Capital Management
Houston,
Texas
|
+$88K |
| 4 |
Renaissance Technologies
New York
|
+$59.9K |
| 5 |
Morgan Stanley
New York
|
+$44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skylands Capital
Milwaukee,
Wisconsin
|
-$710K |
| 2 |
EM
Emancipation Management
New York
|
-$333K |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$93K |
| 4 |
Sterling Capital Management
Charlotte,
North Carolina
|
-$89K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$69.5K |
UPLD Hedge Fund Activity: Q4 2016 in Review
24 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2016, worth a combined $10.7M — up 15% from $9.23M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPLD positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $269K. The largest seller was Skylands Capital, cutting an estimated $710K.
- 24 institutional investors held Upland Software (UPLD) as of Q4 2016, up from 22 in Q3 2016.
- Funds reported $10.7M of Upland Software stock for Q4 2016, up 15% quarter-over-quarter.
- 5 funds opened new Upland Software positions in Q4 2016 and 3 closed out, a net change of +2 holders.
- The largest Upland Software buyer in Q4 2016 was Raymond James & Associates, an estimated $269K added.
- The largest Upland Software seller in Q4 2016 was Skylands Capital, an estimated $710K sold.
Based on aggregated 13F filings for Q4 2016.