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Upland Software
UPLD

64 hedge funds and large institutions have $132M invested in Upland Software in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

10% more funds holding

Funds holding: 58 → 64 (+6)

7% more capital invested

Capital invested by funds: $123M → $132M (+$8.64M)

0.25% more ownership

Funds ownership: 2.76% → 3.01% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
30
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$5.43M
2
GIPM
G2 Investment Partners Management
New York
+$3.82M
3
DCM
Driehaus Capital Management
Illinois
+$3.24M
4
Morgan Stanley
Morgan Stanley
New York
+$2.99M
5
Wells Fargo
Wells Fargo
California
+$1.41M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.08M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.75M
3
VCM
Venator Capital Management
Ontario, Canada
-$2.41M
4
PWAM
Park West Asset Management
California
-$1.85M
5
UOC
UBS O'Connor
Illinois
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIPM
1
G2 Investment Partners Management
New York
$13.6M +$3.82M +16,641 +35%
PM
2
Pembroke Management
Quebec, Canada
$13.2M +$551K +2,400 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.19M +$697K +3,037 +8%
Renaissance Technologies
4
Renaissance Technologies
New York
$9.09M +$172K +750 +2%
PWAM
5
Park West Asset Management
California
$8.5M -$1.85M -8,052 -17%
LSC
6
Lyon Street Capital
California
$8.23M +$1.28M +5,596 +17%
BlackRock
7
BlackRock
New York
$7.61M +$719K +3,134 +10%
PM
8
Precept Management
Texas
$5.85M -$52.8K -230 -0.8%
UBS AM
9
UBS AM
Illinois
$5.37M – – –
Millennium Management
10
Millennium Management
New York
$5.01M +$5.43M +23,668 New
WA
11
Wasatch Advisors
Utah
$4.05M +$917K +3,995 +26%
Deutsche Bank
12
Deutsche Bank
Germany
$3.28M +$175K +761 +5%
Morgan Stanley
13
Morgan Stanley
New York
$3.16M +$2.99M +13,011 +678%
DCM
14
Driehaus Capital Management
Illinois
$2.98M +$3.24M +14,096 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$2.78M +$346K +1,506 +13%
VCM
16
Venator Capital Management
Ontario, Canada
$2.65M -$2.41M -10,491 -46%
EI
17
EAM Investors
California
$2.27M +$1.27M +5,544 +107%
MAG
18
Millrace Asset Group
Pennsylvania
$2.24M +$136K +594 +6%
State Street
19
State Street
Massachusetts
$2.18M +$395K +1,720 +20%
Northern Trust
20
Northern Trust
Illinois
$2.04M +$184K +800 +9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.96M +$158K +687 +8%
FG
22
Formula Growth
Quebec, Canada
$1.47M -$172K -750 -10%
Wells Fargo
23
Wells Fargo
California
$1.35M +$1.41M +6,165 +3,083%
AIM
24
Alambic Investment Management
California
$942K +$1.02M +4,450 New
RJA
25
Raymond James & Associates
Florida
$854K -$41.3K -180 -4%
1
2 3

UPLD Hedge Fund Activity: Q3 2017 in Review

64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q3 2017, worth a combined $132M — up 7% from $123M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UPLD positions and 9 closed out — a net gain of 6 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $5.43M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4.08M sold.

  • 64 institutional investors held Upland Software (UPLD) as of Q3 2017, up from 58 in Q2 2017.
  • Funds reported $132M of Upland Software stock for Q3 2017, up 7% quarter-over-quarter.
  • 15 funds opened new Upland Software positions in Q3 2017 and 9 closed out, a net change of +6 holders.
  • The largest Upland Software buyer in Q3 2017 was Millennium Management, an estimated $5.43M added.
  • The largest Upland Software seller in Q3 2017 was Bank of Montreal, an estimated $4.08M sold.

Based on aggregated 13F filings for Q3 2017.