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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $709M invested in Upland Software in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
23
Increased
65
Reduced
48
Closed
20
Calls
$15.2M
Puts
$10M
Net Calls
+$5.18M
Net Calls Change
+$7.82M

Top Buyers

1
NSCM
1
New South Capital Management
Tennessee
$17.6M
2
KCM
2
Kennedy Capital Management
Missouri
$8.82M
3
GEH
3
General Equity Holdings
New York
$31.4M
4
DM
4
Diker Management
New York
$4.59M
5
RA
5
Royce & Associates
New York
$31.7M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$21.6M
2
GIPM
2
G2 Investment Partners Management
New York
$13.3M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.9M
4
WA
4
Wasatch Advisors
Utah
$32M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$8.82M +$7.22M +207,689 +450%
ORI
27
Oak Ridge Investments
Illinois
$7.26M -$743K -21,364 -9%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$7.09M -$1.62M -46,739 -19%
Goldman Sachs
29
Goldman Sachs
New York
$6.94M -$2.75M -79,244 -28%
TAM
30
THB Asset Management
Connecticut
$6.2M +$331K +9,523 +6%
PM
31
Precept Management
Texas
$5.71M -$210K -6,046 -4%
Comerica Bank
32
Comerica Bank
Texas
$5.54M +$334K +9,663 +6%
ZCM
33
Ziegler Capital Management
Illinois
$5.01M -$400K -11,511 -7%
TCM
34
Thames Capital Management
New Jersey
$4.96M – – –
Charles Schwab
35
Charles Schwab
California
$4.93M +$249K +7,155 +5%
SI
36
Scout Investments
Missouri
$4.81M +$3.64M +104,600 +311%
DM
37
Diker Management
New York
$4.59M +$4.59M +132,000 New
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.54M -$242K -6,970 -5%
Wells Fargo
39
Wells Fargo
California
$4.26M +$101K +2,902 +2%
JAM
40
Jupiter Asset Management
United Kingdom
$4.2M +$417K +12,000 +11%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$3.68M +$434K +12,500 +13%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.59M +$2.71M +77,904 +308%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.46M +$287K +8,247 +9%
LCG
44
Lisanti Capital Growth
New York
$2.93M +$2.93M +84,145 New
CTA
45
Carillon Tower Advisers
Florida
$2.92M +$2.2M +63,400 +309%
AIA
46
Avalon Investment & Advisory
Texas
$2.9M -$842K -24,227 -22%
MAG
47
Millrace Asset Group
Pennsylvania
$2.6M +$336K +9,666 +15%
Citadel Advisors
48
Citadel Advisors
Florida
$2.57M -$52.2K -1,502 -2%
FA
49
Friess Associates
Delaware
$2.52M -$2.25M -64,684 -47%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.49M +$108K +3,107 +5%
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