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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.

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 %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.03M +$54.7K +1,531 +6%
First Trust Advisors
77
First Trust Advisors
Illinois
$1.01M +$1.01M +28,339 New
AllianceBernstein
78
AllianceBernstein
Tennessee
$986K +$21.4K +600 +2%
CS
79
Credit Suisse
Switzerland
$927K +$186K +5,195 +25%
Marshall Wace
80
Marshall Wace
United Kingdom
$923K -$281K -7,855 -23%
MWNA
81
Marshall Wace North America
New York
$911K -$630K -17,621 -41%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$904K +$90.1K +2,524 +11%
Parallax Volatility Advisers
83
Parallax Volatility Advisers
California
$857K -$1.68M -47,046 -66%
RHJA
84
Rice Hall James & Associates
California
$855K -$3.46K -97 -0.4%
Barclays
85
Barclays
United Kingdom
$848K +$438K +12,285 +107%
PPA
86
Parametric Portfolio Associates
Washington
$827K +$56.7K +1,589 +7%
FPC
87
Falcon Point Capital
California
$777K -$965 -27 -0.1%
Bank of America
88
Bank of America
North Carolina
$756K -$818K -22,902 -52%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$755K -$56.6K -1,586 -7%
Group One Trading
90
Group One Trading
Illinois
$713K -$147K -4,125 -17%
Simplex Trading
91
Simplex Trading
Illinois
$697K -$119K -3,329 -15%
VHAM
92
Van Hulzen Asset Management
California
$599K +$192K +5,389 +47%
LF
93
Lannebo Fonder
Sweden
$571K +$571K +16,000 New
HighTower Advisors
94
HighTower Advisors
Illinois
$547K +$392 +11 +0.1%
HT
95
HighTower Trust
Texas
$546K – – –
William Blair & Company
96
William Blair & Company
Illinois
$539K +$539K +15,092 New
Legal & General Group
97
Legal & General Group
United Kingdom
$530K +$31.2K +874 +6%
SGCA
98
Steel Grove Capital Advisors
Tennessee
$515K – – –
AIG
99
American International Group
New York
$512K -$4.29K -120 -0.8%
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$492K +$82.6K +2,313 +20%
2 3
4
5 6