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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.

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 %
TCIM
76
TIAA CREF Investment Management
New York
$1.01M -$85.9K -2,028 -8%
LSC
77
Lyon Street Capital
California
$978K -$8.11M -191,394 -89%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$960K – – –
RHJA
79
Rice Hall James & Associates
California
$944K +$944K +22,296 New
CANY
80
Caxton Associates (New York)
New York
$903K +$903K +21,317 New
FPC
81
Falcon Point Capital
California
$901K +$901K +21,268 New
EGM
82
Engineers Gate Manager
New York
$892K -$122K -2,872 -12%
MPAM
83
Monarch Partners Asset Management
Massachusetts
$887K – – –
Wolverine Trading
84
Wolverine Trading
Illinois
$881K +$881K +20,800 New
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$868K -$342K -8,068 -28%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$856K +$169 +4 +0%
IB
87
Intrust Bank
Kansas
$799K -$32.6K -769 -4%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$787K -$7.63K -180 -1%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$757K +$757K +17,881 New
SEI Investments
90
SEI Investments
Pennsylvania
$680K +$614K +14,581 +928%
AllianceBernstein
91
AllianceBernstein
Tennessee
$669K +$258K +6,100 +63%
CS
92
Credit Suisse
Switzerland
$628K -$8.16K -193 -1%
AQR Capital Management
93
AQR Capital Management
Connecticut
$622K -$70.1K -1,655 -10%
Citadel Advisors
94
Citadel Advisors
Florida
$618K +$19.3K +456 +3%
SGCA
95
Steel Grove Capital Advisors
Tennessee
$610K -$444K -10,500 -42%
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$589K +$589K +13,900 New
Principal Financial Group
97
Principal Financial Group
Iowa
$584K -$2.62K -62 -0.4%
ZIM
98
Zacks Investment Management
Illinois
$552K +$552K +13,028 New
Prudential Financial
99
Prudential Financial
New Jersey
$545K +$545K +12,856 New
Simplex Trading
100
Simplex Trading
Illinois
$491K +$454K +10,722 +1,212%
2 3
4
5 6