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Upland Software
UPLD

Overview Fund Activity

140 hedge funds and large institutions have $388M invested in Upland Software in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
140
Holders Change
+28
Holders Change %
+25%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
46
Reduced
36
Closed
17
Calls
$4.48M
Puts
$666K
Net Calls
+$3.81M
Net Calls Change
+$3.81M

Top Buyers

1
BlackRock
1
BlackRock
New York
$35.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.6M
3
CM
3
Castleark Management
Illinois
$8.51M
4
Invesco
4
Invesco
Georgia
$4.53M
5
State Street
5
State Street
Massachusetts
$8.12M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$23.5M
2
Millennium Management
2
Millennium Management
New York
$3.51M
3
FSCM
3
First Sabrepoint Capital Management
Texas
$0
4
LSC
4
Lyon Street Capital
California
$7.81M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$1.28M 37,290 +37,290 New
Citadel Advisors
52
Citadel Advisors
Florida
$1.21M 35,187 -20,613 -37%
Charles Schwab
53
Charles Schwab
California
$1.17M 33,900 +18,000 +113%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.15M 33,450 -71,011 -68%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$1.14M 33,100 +16,900 +104%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$1.13M 32,812 -11,084 -25%
ECM
57
ETrade Capital Management
Virginia
$1.11M 32,394 +32,394 New
EI
58
EAM Investors
California
$1.11M 32,288 -3,796 -11%
EGM
59
Engineers Gate Manager
New York
$1.1M 32,028 +32,028 New
SGCA
60
Steel Grove Capital Advisors
Tennessee
$1.03M 29,911 – –
TA
61
Teachers Advisors
New York
$1.02M 29,528 +16,823 +132%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$976K 28,405 +9,700 +52%
OAM
63
Oberweis Asset Management
Illinois
$962K 28,000 +28,000 New
American Century Companies
64
American Century Companies
Missouri
$937K 27,255 +27,255 New
Swiss National Bank
65
Swiss National Bank
Switzerland
$931K 27,100 +27,100 New
Bank of America
66
Bank of America
North Carolina
$922K 26,825 +3,266 +14%
VRS
67
Virginia Retirement Systems
Virginia
$900K 26,200 +26,200 New
MAM
68
Martingale Asset Management
Massachusetts
$891K 25,909 -10,500 -29%
Goldman Sachs
69
Goldman Sachs
New York
$880K 25,601 +7,184 +39%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$834K 24,278 -4,917 -17%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$827K 24,070 +11,508 +92%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$773K 22,500 +22,500 New
GCP
73
GSA Capital Partners
United Kingdom
$753K 21,909 +21,909 New
MC
74
Menta Capital
California
$743K 21,605 +1,054 +5%
AQR Capital Management
75
AQR Capital Management
Connecticut
$700K 20,367 – –
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