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Upland Software
UPLD

Overview Fund Activity

165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
33
Increased
56
Reduced
59
Closed
20
Calls
$17.5M
Puts
$3.9M
Net Calls
+$13.6M
Net Calls Change
+$13.5M

Top Buyers

1
RCMC
1
RK Capital Management (Colorado)
Colorado
$9.16M
2
RA
2
Royce & Associates
New York
$10.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M
4
PCM
4
Portolan Capital Management
Massachusetts
$35.1M
5
OAM
5
Oberweis Asset Management
Illinois
$6.88M

Top Sellers

1
PCM
1
PenderFund Capital Management
British Columbia, Canada
$2.01M
2
LSC
2
Lyon Street Capital
California
$978K
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M
4
GIPM
4
G2 Investment Partners Management
New York
$16.8M
5
Millennium Management
5
Millennium Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$6.55M -$97.6K -2,305 -1%
FA
27
Friess Associates
Delaware
$6.43M +$330K +7,779 +5%
VCM
28
Venator Capital Management
Ontario, Canada
$6.33M +$114K +2,700 +2%
KIA
29
Kopp Investment Advisors
Minnesota
$5.85M +$3.01M +71,173 +106%
TCM
30
Thames Capital Management
New Jersey
$5.66M +$356K +8,400 +7%
Millennium Management
31
Millennium Management
New York
$5.15M -$3.01M -70,947 -37%
Deutsche Bank
32
Deutsche Bank
Germany
$4.89M +$2.57M +60,593 +111%
AIA
33
Avalon Investment & Advisory
Texas
$4.85M +$141K +3,331 +3%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$4.77M +$3.33M +78,691 +232%
GEH
35
General Equity Holdings
New York
$4.69M +$4.69M +110,700 New
MAG
36
Millrace Asset Group
Pennsylvania
$4.5M -$2.2M -52,057 -33%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$4.17M +$205K +4,841 +5%
Invesco
38
Invesco
Georgia
$4.16M +$1.83M +43,237 +79%
ACM
39
Argent Capital Management
Missouri
$3.85M -$508K -12,000 -12%
Wells Fargo
40
Wells Fargo
California
$3.82M -$80K -1,888 -2%
Charles Schwab
41
Charles Schwab
California
$3.78M +$179K +4,234 +5%
CCM
42
Concourse Capital Management
Georgia
$3.77M +$3.77M +89,100 New
Renaissance Technologies
43
Renaissance Technologies
New York
$3.6M +$2.64M +62,300 +274%
FSCM
44
First Sabrepoint Capital Management
Texas
$3.54M -$200K -4,718 -5%
Goldman Sachs
45
Goldman Sachs
New York
$3.47M +$2.8M +66,207 +423%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.29M +$3.29M +77,600 New
HCM
47
Hodges Capital Management
Texas
$3.1M +$46.6K +1,100 +2%
3C
48
361 Capital
Colorado
$2.89M -$656K -15,480 -18%
EI
49
EAM Investors
California
$2.85M +$1.92M +45,258 +206%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.8M +$348K +8,225 +14%
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