Upland Software
UPLD
175 hedge funds and large institutions have $875M invested in Upland Software in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 23 closing their positions.
276% more call options, than puts
Call options by funds: $60M | Put options by funds: $15.9M
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
44% more capital invested
Capital invested by funds: $607M → $875M (+$268M)
43% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 51
6% more funds holding
Funds holding: 165 → 175 (+10)
0.94% more ownership
Funds ownership: 6.66% → 7.6% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$52.8M |
| 2 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
|
+$18.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$18.2M |
| 4 |
BlackRock
New York
|
+$16.1M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIPM
G2 Investment Partners Management
New York
|
-$9.83M |
| 2 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
-$7.25M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$4.14M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.04M |
| 5 |
Renaissance Technologies
New York
|
-$3.24M |
UPLD Hedge Fund Activity: Q2 2019 in Review
175 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Upland Software (UPLD) for Q2 2019, worth a combined $875M — up 44% from $607M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UPLD positions and 23 closed out — a net gain of 12 holders — while 73 added to existing stakes and 51 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $52.8M. The largest seller was G2 Investment Partners Management, cutting an estimated $9.83M.
- 175 institutional investors held Upland Software (UPLD) as of Q2 2019, up from 165 in Q1 2019.
- Funds reported $875M of Upland Software stock for Q2 2019, up 44% quarter-over-quarter.
- 35 funds opened new Upland Software positions in Q2 2019 and 23 closed out, a net change of +12 holders.
- The largest Upland Software buyer in Q2 2019 was Janus Henderson Group, an estimated $52.8M added.
- The largest Upland Software seller in Q2 2019 was G2 Investment Partners Management, an estimated $9.83M sold.
Based on aggregated 13F filings for Q2 2019.