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Upland Software
UPLD

Overview Fund Activity

64 hedge funds and large institutions have $132M invested in Upland Software in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
30
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.01M
2
GIPM
2
G2 Investment Partners Management
New York
$13.6M
3
DCM
3
Driehaus Capital Management
Illinois
$2.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$1.35M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
VCM
3
Venator Capital Management
Ontario, Canada
$2.65M
4
PWAM
4
Park West Asset Management
California
$8.5M
5
UOC
5
UBS O'Connor
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
26
Steel Grove Capital Advisors
Tennessee
$845K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$749K +$749K +35,413 New
BCM
28
Bridgeway Capital Management
Texas
$725K -$381K -18,000 -34%
Two Sigma Investments
29
Two Sigma Investments
New York
$705K +$705K +33,302 New
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$668K +$347K +16,424 +108%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$626K +$619K +29,320 +8,474%
TCIM
32
TIAA CREF Investment Management
New York
$618K +$10.1K +477 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$613K +$143K +6,763 +30%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$580K +$580K +27,395 New
HCM
35
Highbridge Capital Management
New York
$504K +$309K +14,579 +158%
AQR Capital Management
36
AQR Capital Management
Connecticut
$491K +$491K +23,190 New
Bank of America
37
Bank of America
North Carolina
$490K +$8.08K +382 +2%
Invesco
38
Invesco
Georgia
$485K +$485K +22,977 New
MAM
39
Martingale Asset Management
Massachusetts
$445K +$445K +21,002 New
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$314K – – –
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$302K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$279K +$6.34K +300 +2%
TA
43
Teachers Advisors
New York
$269K – – –
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$268K +$268K +12,678 New
Squarepoint
45
Squarepoint
New York
$250K +$250K +11,825 New
Charles Schwab
46
Charles Schwab
California
$248K – – –
Bessemer Group
47
Bessemer Group
New Jersey
$203K +$203K +9,600 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$165K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143K -$9.09K -429 -6%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$129K +$129K +6,090 New
1
2
3