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Upland Software
UPLD

Overview Fund Activity

147 hedge funds and large institutions have $416M invested in Upland Software in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
53
Reduced
45
Closed
17
Calls
$4.03M
Puts
$1.48M
Net Calls
+$2.56M
Net Calls Change
-$1.26M

Top Buyers

1
CU
1
CDAM (UK)
United Kingdom
$27.4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.4M
3
Millennium Management
3
Millennium Management
New York
$8.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.12M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$9.57M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$1.77M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.07M
3
PM
3
Pembroke Management
Quebec, Canada
$20.3M
4
LSC
4
Lyon Street Capital
California
$4.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$5.12M +$4.61M +142,649 +901%
LSC
27
Lyon Street Capital
California
$4.7M -$2.64M -81,689 -36%
Invesco
28
Invesco
Georgia
$4.48M +$216K +6,683 +5%
TCM
29
Thames Capital Management
New Jersey
$4.05M – – –
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$3.81M +$3.81M +117,811 New
FA
31
Friess Associates
Delaware
$3.75M +$810K +25,059 +28%
MAG
32
Millrace Asset Group
Pennsylvania
$3.73M +$544K +16,844 +17%
CCM
33
Cadence Capital Management
Massachusetts
$3.73M +$622K +19,254 +20%
AIA
34
Avalon Investment & Advisory
Texas
$3.69M +$310K +9,604 +9%
ACM
35
Argent Capital Management
Missouri
$3.33M – – –
VCM
36
Venator Capital Management
Ontario, Canada
$3.22M +$603K +18,665 +23%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.04M +$138K +4,280 +5%
Morgan Stanley
38
Morgan Stanley
New York
$2.89M -$2.06M -63,831 -42%
Wells Fargo
39
Wells Fargo
California
$2.86M -$1.93M -59,663 -40%
Charles Schwab
40
Charles Schwab
California
$2.76M +$1.66M +51,440 +152%
FG
41
Formula Growth
Quebec, Canada
$2.69M – – –
American Century Companies
42
American Century Companies
Missouri
$2.68M +$1.8M +55,651 +204%
SG Americas Securities
43
SG Americas Securities
New York
$2.42M +$2.42M +74,969 New
Citadel Advisors
44
Citadel Advisors
Florida
$2.3M +$1.16M +35,919 +102%
PAM
45
Panagora Asset Management
Massachusetts
$2.25M – – –
DIA
46
Dana Investment Advisors
Wisconsin
$2.22M -$42.3K -1,310 -2%
AI
47
Axiom Investors
Connecticut
$1.95M -$1.02M -31,465 -34%
VRS
48
Virginia Retirement Systems
Virginia
$1.93M +$1.08M +33,500 +128%
PWAM
49
Park West Asset Management
California
$1.77M -$20.4M -630,237 -92%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.67M +$1.09M +33,838 +189%
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