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UPH

UpHealth, Inc.

Delisted

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

32 hedge funds and large institutions have $5.37M invested in UpHealth, Inc. in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,040% more call options, than puts

Call options by funds: $107K | Put options by funds: $5K

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less funds holding

Funds holding: 4632 (-14)

51% less capital invested

Capital invested by funds: $10.9M → $5.37M (-$5.58M)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

Holders
32
Holders Change
-14
Holders Change %
-30.43%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
9
Reduced
6
Closed
22
Calls
$107K
Puts
$5K
Net Calls
+$102K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$2.24M +$856K +219,980 +999%
KACA
2
Kayne Anderson Capital Advisors
California
$1.74M +$2.14M +550,001 +107%
Vanguard Group
3
Vanguard Group
Pennsylvania
$444K +$416 +107 +0%
LPL Financial
4
LPL Financial
California
$230K +$549K +141,159 New
LP
5
LMR Partners
United Kingdom
$114K
Renaissance Technologies
6
Renaissance Technologies
New York
$98K +$1.75K +451 +0.8%
MAMNY
7
Marathon Asset Management (New York)
New York
$81.5K -$195K -50,000 -50%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$80K -$14.1K -3,613 -7%
CBA
9
Coastal Bridge Advisors
Connecticut
$65.2K
CI
10
CAZ Investments
Texas
$60K +$143K +36,626 New
State Street
11
State Street
Massachusetts
$42.4K -$4 -1 -0%
William Blair & Company
12
William Blair & Company
Illinois
$32.1K
BlackRock
13
BlackRock
New York
$25.2K
CPA
14
Cowen Prime Advisors
New York
$25K +$60.7K +15,584 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$21.7K +$51.8K +13,298 New
Northern Trust
16
Northern Trust
Illinois
$20.4K +$8 +2 +0%
SFA
17
Sequoia Financial Advisors
Ohio
$16.3K +$38.9K +10,000 New
Wells Fargo
18
Wells Fargo
California
$12.5K +$4 +1 +0%
TRCT
19
Tower Research Capital (TRC)
New York
$6K +$13.4K +3,441 New
FCMT
20
Founders Capital Management (Texas)
Texas
$3K -$1.56K -400 -20%
Morgan Stanley
21
Morgan Stanley
New York
$2.89K +$1.93K +496 +39%
UBS Group
22
UBS Group
Switzerland
$2.2K -$2.08K -533 -28%
SIA
23
SkyView Investment Advisors
New Jersey
$2K
WAM
24
Wolverine Asset Management
Illinois
$1.03K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K +$27 +7 +1%

UPH Hedge Fund Activity: Q4 2022 in Review

32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in UpHealth, Inc. (UPH) for Q4 2022, worth a combined $5.37M — down 51% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UPH and 9 opened new positions — a net loss of 13 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Kayne Anderson Capital Advisors, adding an estimated $2.14M. The largest seller was Perkins Capital Management, exiting entirely with an estimated $415K sold.

  • 32 institutional investors held UpHealth, Inc. (UPH) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $5.37M of UpHealth, Inc. stock for Q4 2022, down 51% quarter-over-quarter.
  • 9 funds opened new UpHealth, Inc. positions in Q4 2022 and 22 closed out, a net change of -13 holders.
  • The largest UpHealth, Inc. buyer in Q4 2022 was Kayne Anderson Capital Advisors, an estimated $2.14M added.
  • The largest UpHealth, Inc. seller in Q4 2022 was Perkins Capital Management, an estimated $415K sold.

Based on aggregated 13F filings for Q4 2022.