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Upland Software
UPLD

80 hedge funds and large institutions have $226M invested in Upland Software in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

72% more capital invested

Capital invested by funds: $132M → $226M (+$94.3M)

25% more funds holding

Funds holding: 64 → 80 (+16)

2.01% more ownership

Funds ownership: 3.01% → 5.01% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
33
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAM
Park West Asset Management
California
+$36M
2
BA
Boston Advisors
Massachusetts
+$5.77M
3
Millennium Management
Millennium Management
New York
+$5.14M
4
GIM
Granahan Investment Management
Massachusetts
+$4.42M
5
UBS AM
UBS AM
Illinois
+$4.1M

Top Sellers

1
GIPM
G2 Investment Partners Management
New York
-$3.55M
2
VCM
Venator Capital Management
Ontario, Canada
-$2.65M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.44M
4
EI
EAM Investors
California
-$1.1M
5
Morgan Stanley
Morgan Stanley
New York
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1
Park West Asset Management
California
$44.2M +$36M +163,874 +408%
PM
2
Pembroke Management
Quebec, Canada
$16.7M +$3.2M +14,580 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.1M +$2.72M +12,400 +29%
GIPM
4
G2 Investment Partners Management
New York
$10.4M -$3.55M -16,190 -25%
Millennium Management
5
Millennium Management
New York
$10.2M +$5.14M +23,419 +99%
UBS AM
6
UBS AM
Illinois
$9.55M +$4.1M +18,692 +74%
LSC
7
Lyon Street Capital
California
$9.47M +$1.06M +4,847 +12%
BlackRock
8
BlackRock
New York
$8.08M +$294K +1,340 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.88M -$1.44M -6,570 -15%
PM
10
Precept Management
Texas
$6.28M +$299K +1,360 +5%
BA
11
Boston Advisors
Massachusetts
$5.69M +$5.77M +26,262 New
DCM
12
Driehaus Capital Management
Illinois
$5.16M +$2.14M +9,731 +69%
WA
13
Wasatch Advisors
Utah
$4.72M +$580K +2,640 +14%
FSCM
14
First Sabrepoint Capital Management
Texas
$4.68M +$4.74M +21,608 New
GIM
15
Granahan Investment Management
Massachusetts
$4.36M +$4.42M +20,131 New
Deutsche Bank
16
Deutsche Bank
Germany
$3.99M +$634K +2,889 +19%
DMK
17
David M. Knott
$3.9M +$3.95M +18,000 New
Allianz Asset Management
18
Allianz Asset Management
Germany
$3.28M +$441K +2,009 +15%
PCM
19
PenderFund Capital Management
British Columbia, Canada
$2.85M +$2.72M +12,384 New
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$2.78M +$2.81M +12,817 New
TCM
21
Thames Capital Management
New Jersey
$2.71M +$2.75M +12,521 New
State Street
22
State Street
Massachusetts
$2.61M +$383K +1,746 +17%
Morgan Stanley
23
Morgan Stanley
New York
$2.51M -$736K -3,354 -22%
HLA
24
Hamilton Lane Advisors
Pennsylvania
$2.41M +$2.44M +11,110 New
Northern Trust
25
Northern Trust
Illinois
$2.21M +$129K +589 +6%
1
2 3 4

UPLD Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q4 2017, worth a combined $226M — up 72% from $132M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UPLD positions and 7 closed out — a net gain of 16 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $36M. The largest seller was G2 Investment Partners Management, cutting an estimated $3.55M.

  • 80 institutional investors held Upland Software (UPLD) as of Q4 2017, up from 64 in Q3 2017.
  • Funds reported $226M of Upland Software stock for Q4 2017, up 72% quarter-over-quarter.
  • 23 funds opened new Upland Software positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest Upland Software buyer in Q4 2017 was Park West Asset Management, an estimated $36M added.
  • The largest Upland Software seller in Q4 2017 was G2 Investment Partners Management, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2017.