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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $863M invested in Upland Software in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.3%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
28
Increased
63
Reduced
53
Closed
19
Calls
$38.1M
Puts
$20.2M
Net Calls
+$17.9M
Net Calls Change
+$12.7M

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$26.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$13.1M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$11.9M
4
ACM
4
Ashford Capital Management
Delaware
$24.7M
5
RA
5
Royce & Associates
New York
$39.7M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.95M
2
PCM
2
Portolan Capital Management
Massachusetts
$17.9M
3
ZCM
3
Ziegler Capital Management
Illinois
$0
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$9.89M
5
LCG
5
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCMC
26
RK Capital Management (Colorado)
Colorado
$10.2M -$407K -10,800 -4%
KCM
27
Kennedy Capital Management
Missouri
$10.1M +$532K +14,102 +6%
ACH
28
ArrowMark Colorado Holdings
Colorado
$9.89M -$3M -79,692 -23%
PM
29
Precept Management
Texas
$8.08M +$1.88M +50,000 +30%
SI
30
Scout Investments
Missouri
$7.74M +$2.53M +67,133 +49%
Comerica Bank
31
Comerica Bank
Texas
$7.52M +$441K +9,995 +6%
ORI
32
Oak Ridge Investments
Illinois
$7M -$875K -23,216 -11%
TAM
33
THB Asset Management
Connecticut
$6.26M -$467K -12,396 -7%
Charles Schwab
34
Charles Schwab
California
$6.24M +$895K +23,724 +17%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$5.75M -$1.95M -51,615 -25%
Goldman Sachs
36
Goldman Sachs
New York
$5.62M -$1.91M -50,627 -25%
TCM
37
Thames Capital Management
New Jersey
$5.37M – – –
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.11M +$185K +4,915 +4%
VCM
39
Venator Capital Management
Ontario, Canada
$5.06M +$2.79M +73,951 +123%
1CM
40
1492 Capital Management
Wisconsin
$5.01M +$2.54M +67,264 +102%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.98M +$1.09M +28,935 +28%
DM
42
Diker Management
New York
$4.98M – – –
Ameriprise
43
Ameriprise
Minnesota
$4.65M +$2.69M +71,271 +137%
CI Investments Inc
44
CI Investments Inc
Ontario, Canada
$4.6M +$606K +16,065 +15%
CTA
45
Carillon Tower Advisers
Florida
$4.58M +$1.41M +37,442 +45%
JAM
46
Jupiter Asset Management
United Kingdom
$4.56M – – –
Citadel Advisors
47
Citadel Advisors
Florida
$4.3M +$1.51M +40,075 +54%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$3.95M -$10M -266,437 -72%
FA
49
Friess Associates
Delaware
$3.7M +$964K +25,560 +35%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$3.67M -$88K -2,333 -2%
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