UPLD icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
LCG
51
Lisanti Capital Growth
New York
$2.72M +$1.26M +29,655 +86%
FG
52
Formula Growth
Quebec, Canada
$2.7M -$402K -9,500 -13%
CCM
53
Cadence Capital Management
Massachusetts
$2.58M -$2.72M -64,121 -51%
DIA
54
Dana Investment Advisors
Wisconsin
$2.58M -$170K -4,004 -6%
Two Sigma Investments
55
Two Sigma Investments
New York
$2.57M +$771K +18,202 +43%
AIS
56
AlphaOne Investment Services
Pennsylvania
$2.39M -$2.74M -64,799 -53%
VRS
57
Virginia Retirement Systems
Virginia
$2.38M -$292K -6,900 -11%
BA
58
Boston Advisors
Massachusetts
$2.36M -$840K -19,839 -26%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.24M +$2.24M +52,944 New
PPA
60
Parametric Portfolio Associates
Washington
$2.19M +$939K +22,169 +75%
PCM
61
PenderFund Capital Management
British Columbia, Canada
$2.01M -$9.81M -173,248 -83%
NIP
62
Nicholas Investment Partners
California
$2.01M +$2.01M +47,321 New
RJA
63
Raymond James & Associates
Florida
$1.64M -$67.9K -1,604 -4%
EGI
64
EAM Global Investors
California
$1.63M +$428K +10,099 +36%
Bank of America
65
Bank of America
North Carolina
$1.53M -$212K -4,995 -12%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$1.49M +$225K +5,300 +18%
WCA
67
Whetstone Capital Advisors
Kansas
$1.42M – – –
PC
68
PA Capital
Virginia
$1.42M – – –
Marshall Wace
69
Marshall Wace
United Kingdom
$1.4M -$834K -19,678 -37%
TA
70
Teachers Advisors
New York
$1.35M – – –
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.28M +$165K +3,904 +15%
Swiss National Bank
72
Swiss National Bank
Switzerland
$1.25M +$38.1K +900 +3%
Squarepoint
73
Squarepoint
New York
$1.2M +$375K +8,853 +46%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.04M +$145K +3,434 +16%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$23.7K -559 -2%
1 2
3
4 5