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Upland Software
UPLD

Overview Fund Activity

140 hedge funds and large institutions have $388M invested in Upland Software in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
140
Holders Change
+28
Holders Change %
+25%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
46
Reduced
36
Closed
17
Calls
$4.48M
Puts
$666K
Net Calls
+$3.81M
Net Calls Change
+$3.81M

Top Buyers

1
BlackRock
1
BlackRock
New York
$35.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.6M
3
CM
3
Castleark Management
Illinois
$8.51M
4
Invesco
4
Invesco
Georgia
$4.53M
5
State Street
5
State Street
Massachusetts
$8.12M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$23.5M
2
Millennium Management
2
Millennium Management
New York
$3.51M
3
FSCM
3
First Sabrepoint Capital Management
Texas
$0
4
LSC
4
Lyon Street Capital
California
$7.81M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Thames Capital Management
New Jersey
$4.3M – – –
Geode Capital Management
27
Geode Capital Management
Massachusetts
$4.11M +$942K +27,421 +30%
Deutsche Bank
28
Deutsche Bank
Germany
$3.65M -$4.11M -119,499 -53%
PM
29
Precept Management
Texas
$3.61M -$3.27M -95,000 -48%
AIA
30
Avalon Investment & Advisory
Texas
$3.59M +$2.26M +65,690 +169%
ACM
31
Argent Capital Management
Missouri
$3.54M – – –
Millennium Management
32
Millennium Management
New York
$3.51M -$10.3M -300,283 -75%
MAG
33
Millrace Asset Group
Pennsylvania
$3.39M +$512K +14,902 +18%
CCM
34
Cadence Capital Management
Massachusetts
$3.3M +$778K +22,648 +31%
AI
35
Axiom Investors
Connecticut
$3.16M -$1.08M -31,400 -25%
FA
36
Friess Associates
Delaware
$3.13M -$485K -14,110 -13%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.09M +$2.2M +64,030 +248%
FG
38
Formula Growth
Quebec, Canada
$2.86M -$217K -6,300 -7%
VCM
39
Venator Capital Management
Ontario, Canada
$2.78M -$41.7K -1,214 -1%
TCIM
40
TIAA CREF Investment Management
New York
$2.52M +$311K +9,062 +14%
DIA
41
Dana Investment Advisors
Wisconsin
$2.4M +$2.4M +69,933 New
PAM
42
Panagora Asset Management
Massachusetts
$2.39M +$2.39M +69,510 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.95M -$1.72M -49,982 -47%
RJA
44
Raymond James & Associates
Florida
$1.83M +$182K +5,293 +11%
PPA
45
Parametric Portfolio Associates
Washington
$1.79M +$895K +26,037 +100%
LCG
46
Lisanti Capital Growth
New York
$1.48M +$65.5K +1,905 +5%
EGI
47
EAM Global Investors
California
$1.41M – – –
SCA
48
Secor Capital Advisors
New York
$1.4M +$1.11M +32,255 +382%
OAM
49
Oxford Asset Management
United Kingdom
$1.39M -$205K -5,928 -13%
ZIM
50
Zacks Investment Management
Illinois
$1.35M +$1.35M +39,310 New
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