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UPH

UpHealth, Inc.

Delisted

UPH was delisted on the 11th of December, 2023.

49 hedge funds and large institutions have $85.9M invested in UpHealth, Inc. in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $19M | Put options by funds: $5.04M

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $79.5M → $85.9M (+$6.37M)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

6% less funds holding

Funds holding: 5249 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
12
Reduced
8
Closed
25
Calls
$19M
Puts
$5.04M
Net Calls
+$13.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Highbridge Capital Management
New York
$472K +$486K +4,705 New
SSA
27
Schonfeld Strategic Advisors
New York
$462K +$477K +4,611 New
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$365K
Stifel Financial
29
Stifel Financial
Missouri
$253K +$150K +1,451 +136%
CG
30
Cutler Group
California
$233K +$213K +2,056 +759%
MTIM
31
Marathon Trading Investment Management
Pennsylvania
$201K -$280K -2,711 -58%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$174K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$142K +$146K +1,416 New
Morgan Stanley
34
Morgan Stanley
New York
$140K +$144K +1,392 +34,800%
GAM
35
Griffin Asset Management
New York
$124K +$127K +1,232 New
Creative Planning
36
Creative Planning
Kansas
$113K +$117K +1,130 New
Jane Street
37
Jane Street
New York
$112K -$472K -4,569 -80%
SMH
38
Sanders Morris Harris
Texas
$100K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$54K +$51.7K +500 +1,220%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$15K -$41.4K -400 -73%
AS
41
Altshuler Shaham
Israel
$11K +$11.5K +111 New
Osaic Holdings
42
Osaic Holdings
Arizona
$10K
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$10K +$10.3K +100 New
Wells Fargo
44
Wells Fargo
California
$9K +$9.3K +90 New
BWA
45
BDO Wealth Advisors
Florida
$5K
TRCT
46
Tower Research Capital (TRC)
New York
$4K -$35.9K -347 -90%
GAM
47
Gemmer Asset Management
California
$3K
SWM
48
Spire Wealth Management
Virginia
$3K +$3.1K +30 New
EC
49
EJF Capital
Virginia
-$8.29M -75,749 Closed
DKCM
50
Davidson Kempner Capital Management
New York
-$6.66M -60,827 Closed

UPH Hedge Fund Activity: Q1 2021 in Review

49 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in UpHealth, Inc. (UPH) for Q1 2021, worth a combined $85.9M — up 8% from $79.5M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UPH and 23 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was W.R. Berkley Corp, opening a new position worth an estimated $12.1M. The largest seller was EJF Capital, exiting entirely with an estimated $8.29M sold.

  • 49 institutional investors held UpHealth, Inc. (UPH) as of Q1 2021, down from 52 in Q4 2020.
  • Funds reported $85.9M of UpHealth, Inc. stock for Q1 2021, up 8% quarter-over-quarter.
  • 23 funds opened new UpHealth, Inc. positions in Q1 2021 and 25 closed out, a net change of -2 holders.
  • The largest UpHealth, Inc. buyer in Q1 2021 was W.R. Berkley Corp, an estimated $12.1M added.
  • The largest UpHealth, Inc. seller in Q1 2021 was EJF Capital, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2021.