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Upland Software
UPLD

Overview Fund Activity

58 hedge funds and large institutions have $123M invested in Upland Software in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+27
Holders Change %
+87.1%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
17
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAM
1
Park West Asset Management
California
$10.6M
2
PM
2
Pembroke Management
Quebec, Canada
$13.2M
3
LSC
3
Lyon Street Capital
California
$7.32M
4
BlackRock
4
BlackRock
New York
$7.22M
5
GIPM
5
G2 Investment Partners Management
New York
$10.4M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$422K
5
RJA
5
Raymond James & Associates
Florida
$927K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
26
Steel Grove Capital Advisors
Tennessee
$878K – – –
Goldman Sachs
27
Goldman Sachs
New York
$810K +$200K +9,089 +33%
TCIM
28
TIAA CREF Investment Management
New York
$632K +$632K +28,747 New
WPC
29
White Pine Capital
Minnesota
$616K +$121K +5,525 +25%
Bank of America
30
Bank of America
North Carolina
$501K – – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$489K +$489K +22,220 New
Morgan Stanley
32
Morgan Stanley
New York
$422K -$458K -20,859 -52%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$333K +$333K +15,160 New
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$327K +$327K +14,854 New
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$314K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$284K +$284K +12,900 New
TA
37
Teachers Advisors
New York
$279K +$279K +12,705 New
TC
38
TFS Capital
Pennsylvania
$263K -$44K -2,003 -14%
Charles Schwab
39
Charles Schwab
California
$258K +$258K +11,700 New
MC
40
Menta Capital
California
$249K +$249K +11,304 New
HCM
41
Highbridge Capital Management
New York
$202K +$202K +9,214 New
SCM
42
Sterling Capital Management
North Carolina
$201K +$201K +9,146 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$172K +$172K +7,800 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158K +$140K +6,367 +784%
TDC
45
Thompson Davis & Co
Virginia
$104K -$5.47K -250 -5%
AIG
46
American International Group
New York
$99K +$99K +4,512 New
Citigroup
47
Citigroup
New York
$98K +$98K +4,440 New
NFA
48
Nationwide Fund Advisors
Ohio
$89K +$89K +4,033 New
UBS Group
49
UBS Group
Switzerland
$85K +$54.7K +2,485 +181%
SO
50
STRS Ohio
Ohio
$46K +$46K +2,100 New
1
2
3