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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $692M invested in Upland Software in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 30 closing their positions.

Holders
163
Holders Change
-18
Holders Change %
-9.94%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
21
Increased
60
Reduced
62
Closed
30
Calls
$19.2M
Puts
$9.01M
Net Calls
+$10.2M
Net Calls Change
-$18.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$28.3M
2
WCM
2
Wedge Capital Management
North Carolina
$17.1M
3
RA
3
Royce & Associates
New York
$21.5M
4
RCM
4
Raging Capital Management
New Jersey
$19.4M
5
Comerica Bank
5
Comerica Bank
Texas
$4.72M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
PCM
2
Portolan Capital Management
Massachusetts
$35.6M
3
GIPM
3
G2 Investment Partners Management
New York
$8.89M
4
UBS AM
4
UBS AM
Illinois
$7.51M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ORI
26
Oak Ridge Investments
Illinois
$8.43M 236,010 -36,956 -14%
SCA
27
Summit Creek Advisors
Minnesota
$8.21M 229,995 -870 -0.4%
UBS AM
28
UBS AM
Illinois
$7.51M 210,431 -151,843 -42%
RCMC
29
RK Capital Management (Colorado)
Colorado
$7.22M 202,300 +25,181 +14%
PM
30
Precept Management
Texas
$7.14M 200,000 +58,000 +41%
MFIMFI
31
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.33M 177,120 +16,240 +10%
Stifel Financial
32
Stifel Financial
Missouri
$6.26M 176,036 -22,446 -11%
VCM
33
Venator Capital Management
Ontario, Canada
$6.16M 172,500 +11,600 +7%
TCM
34
Thames Capital Management
New Jersey
$5.68M 158,990 – –
FA
35
Friess Associates
Delaware
$5.08M 142,240 +10,048 +8%
Comerica Bank
36
Comerica Bank
Texas
$4.72M 117,321 +117,321 New
Charles Schwab
37
Charles Schwab
California
$4.72M 132,200 +2,314 +2%
HCM
38
Hodges Capital Management
Texas
$4.63M 129,519 +342 +0.3%
Millennium Management
39
Millennium Management
New York
$4.38M 122,705 +26,084 +27%
OAM
40
Oberweis Asset Management
Illinois
$4.29M 120,035 -109,780 -48%
ACM
41
Argent Capital Management
Missouri
$4.16M 116,415 – –
AIA
42
Avalon Investment & Advisory
Texas
$4.1M 114,829 +661 +0.6%
JAM
43
Jupiter Asset Management
United Kingdom
$3.89M 108,886 +108,886 New
MPAM
44
Monarch Partners Asset Management
Massachusetts
$3.86M 108,200 +108,200 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$3.75M 105,023 +2,806 +3%
Wells Fargo
46
Wells Fargo
California
$3.72M 104,033 +284 +0.3%
TAM
47
THB Asset Management
Connecticut
$3.33M 93,216 +24,181 +35%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.1M 86,926 +40,267 +86%
CCM
49
Concourse Capital Management
Georgia
$2.93M 82,050 -14,640 -15%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.47M 69,291 +6,323 +10%
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