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Upland Software
UPLD

Overview Fund Activity

153 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
49
Reduced
63
Closed
18
Calls
$1.72M
Puts
$1.63M
Net Calls
+$87K
Net Calls Change
-$2.47M

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$19.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCM
3
Raging Capital Management
New Jersey
$6.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.3M

Top Sellers

1
WCA
1
Whetstone Capital Advisors
Kansas
$914K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$617K
4
BA
4
Boston Advisors
Massachusetts
$2.05M
5
DCM
5
Driehaus Capital Management
Illinois
$9.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$617K 22,700 -165,100 -88%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$616K 22,658 +700 +3%
EI
78
EAM Investors
California
$597K 21,949 -10,339 -32%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$575K 21,142 +21,142 New
MPAM
80
Monarch Partners Asset Management
Massachusetts
$569K 20,928 +3,308 +19%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$549K 20,212 +6,717 +50%
IB
82
Intrust Bank
Kansas
$534K 19,629 +19,629 New
Squarepoint
83
Squarepoint
New York
$527K 19,383 -6,992 -27%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$510K 18,754 – –
HI
85
HBK Investments
Texas
$450K 16,542 +42 +0.3%
AQR Capital Management
86
AQR Capital Management
Connecticut
$444K 16,335 -1,677 -9%
Goldman Sachs
87
Goldman Sachs
New York
$425K 15,639 -4,740 -23%
PI
88
Putnam Investments
Massachusetts
$424K 15,600 +15,600 New
CS
89
Credit Suisse
Switzerland
$409K 15,039 +825 +6%
Nuveen Asset Management
90
Nuveen Asset Management
Illinois
$406K 14,926 -515 -3%
MWNA
91
Marshall Wace North America
New York
$386K 14,205 +14,205 New
Citadel Advisors
92
Citadel Advisors
Florida
$384K 14,125 -56,981 -80%
GCP
93
GSA Capital Partners
United Kingdom
$377K 13,861 -33,362 -71%
Principal Financial Group
94
Principal Financial Group
Iowa
$377K 13,859 +5,321 +62%
WG
95
Winton Group
United Kingdom
$359K 13,213 -11,848 -47%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$336K 12,363 -3,993 -24%
AG
97
Algert Global
California
$333K 12,240 +12,240 New
MSL
98
Mackay Shields LLC
New York
$316K 11,600 +11,600 New
Creative Planning
99
Creative Planning
Kansas
$299K 11,000 – –
EAM
100
Evanson Asset Management
California
$296K 10,887 +1,690 +18%
2 3
4
5 6