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Upland Software
UPLD

Overview Fund Activity

131 hedge funds and large institutions have $174M invested in Upland Software in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
41
Closed
29
Calls
$2.68M
Puts
$1.43M
Net Calls
+$1.25M
Net Calls Change
+$2.51M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$8.66M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.38M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$4.33M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.08M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.22M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
BCA
2
Bernzott Capital Advisors
California
$0
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$600K
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$515K +$172K +24,076 +50%
RGI
52
River Global Investors
United Kingdom
$513K +$157K +22,029 +44%
KCM
53
Kennedy Capital Management
Missouri
$430K -$64 -9 -0%
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$413K -$478K -67,004 -54%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$402K -$8.49K -1,191 -2%
Jane Street
56
Jane Street
New York
$397K +$307K +43,093 +341%
Invesco
57
Invesco
Georgia
$369K +$80.4K +11,272 +28%
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$365K +$365K +51,182 New
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$320K +$7.18K +1,007 +2%
EGM
60
Engineers Gate Manager
New York
$291K -$252K -35,368 -46%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$272K +$91K +12,968 +50%
AllianceBernstein
62
AllianceBernstein
Tennessee
$255K +$24.2K +3,400 +11%
HT
63
HighTower Trust
Texas
$249K -$2.04K -321 -0.8%
Comerica Bank
64
Comerica Bank
Texas
$242K -$571K -70,342 -70%
NYLIM
65
New York Life Investment Management
New York
$230K +$25.9K +3,629 +13%
SCP
66
Seizert Capital Partners
Michigan
$222K +$222K +31,181 New
UBS Group
67
UBS Group
Switzerland
$207K +$137K +19,194 +194%
AC
68
Aristides Capital
Kentucky
$207K +$207K +29,085 New
FG
69
Formula Growth
Quebec, Canada
$199K – – –
Wolverine Trading
70
Wolverine Trading
Illinois
$185K +$185K +25,880 New
DTL
71
Dynamic Technology Lab
Singapore
$179K -$138K -19,414 -44%
Simplex Trading
72
Simplex Trading
Illinois
$169K -$83.7K -11,787 -33%
GCP
73
GSA Capital Partners
United Kingdom
$168K +$168K +23,535 New
BCM
74
Brainard Capital Management
Texas
$167K +$167K +23,378 New
SOW
75
State of Wyoming
Wyoming
$155K +$66.5K +9,325 +75%
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3
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