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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
51
State of New Jersey Common Pension Fund D
New Jersey
$2.2M +$413K +11,570 +23%
Allianz Asset Management
52
Allianz Asset Management
Germany
$2.2M -$11.4K -320 -0.5%
HW
53
Hancock Whitney
Mississippi
$2.14M +$2.14M +60,022 New
FG
54
Formula Growth
Quebec, Canada
$2.14M – – –
RJA
55
Raymond James & Associates
Florida
$2.1M -$112K -3,135 -5%
CI
56
Cooper Investors
Australia
$1.81M +$1.77M +49,624 +4,846%
MAG
57
Millrace Asset Group
Pennsylvania
$1.73M -$700K -19,607 -29%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.66M +$1.39M +38,929 +519%
PCM
59
PenderFund Capital Management
British Columbia, Canada
$1.65M – – –
Citadel Advisors
60
Citadel Advisors
Florida
$1.56M -$2.81M -78,608 -64%
Morgan Stanley
61
Morgan Stanley
New York
$1.55M +$629K +17,625 +69%
AP
62
Atlas Principals
North Carolina
$1.52M +$1.52M +42,500 New
DIA
63
Dana Investment Advisors
Wisconsin
$1.48M -$6.39K -179 -0.4%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.46M +$28.6K +800 +2%
PC
65
PA Capital
Virginia
$1.46M -$19.8K -555 -1%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$1.44M +$26.8K +751 +2%
Connor, Clark & Lunn Investment Management (CC&L)
67
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.41M -$1.98M -55,325 -58%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.25M -$25.2K -706 -2%
NIP
69
Nicholas Investment Partners
California
$1.22M -$1.27M -35,465 -51%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$1.19M +$307K +8,585 +35%
3C
71
361 Capital
Colorado
$1.18M -$1.3M -36,519 -52%
VRS
72
Virginia Retirement Systems
Virginia
$1.14M -$600K -16,800 -34%
UBS Group
73
UBS Group
Switzerland
$1.14M +$386K +10,815 +51%
LSC
74
Lyon Street Capital
California
$1.11M -$321K -9,000 -23%
1CM
75
1492 Capital Management
Wisconsin
$1.06M +$493K +13,818 +87%
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