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Upland Software
UPLD

Overview Fund Activity

151 hedge funds and large institutions have $530M invested in Upland Software in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
59
Reduced
52
Closed
35
Calls
$5.11M
Puts
$7.75M
Net Calls
-$2.64M
Net Calls Change
-$12.8M

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$13.9M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$12M
3
GIPM
3
G2 Investment Partners Management
New York
$14.9M
4
WA
4
Wasatch Advisors
Utah
$27.4M
5
CU
5
CDAM (UK)
United Kingdom
$39.4M

Top Sellers

1
RCM
1
Raging Capital Management
New Jersey
$0
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
BGC
3
Blue Grotto Capital
Georgia
$0
4
UBS AM
4
UBS AM
Illinois
$491K
5
Stifel Financial
5
Stifel Financial
Missouri
$457K
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$678K 25,296 +25,296 New
NSCM
77
New South Capital Management
Tennessee
$678K 25,296 +25,296 New
PPA
78
Parametric Portfolio Associates
Washington
$666K 24,826 +1,655 +7%
Morgan Stanley
79
Morgan Stanley
New York
$640K 23,854 -19,433 -45%
RHJA
80
Rice Hall James & Associates
California
$618K 23,030 -923 -4%
First Trust Advisors
81
First Trust Advisors
Illinois
$615K 22,939 -5,400 -19%
Simplex Trading
82
Simplex Trading
Illinois
$587K 21,888 +2,350 +12%
CTA
83
Carillon Tower Advisers
Florida
$550K 20,500 +20,500 New
FPC
84
Falcon Point Capital
California
$529K 19,890 -1,855 -9%
William Blair & Company
85
William Blair & Company
Illinois
$520K 19,393 +4,301 +28%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$514K 19,165 -1,981 -9%
UBS AM
87
UBS AM
Illinois
$491K 18,318 -192,113 -91%
CS
88
Credit Suisse
Switzerland
$459K 17,114 -8,830 -34%
Stifel Financial
89
Stifel Financial
Missouri
$457K 18,052 -157,984 -90%
Bessemer Group
90
Bessemer Group
New Jersey
$441K 16,455 +16,455 New
Bank of America
91
Bank of America
North Carolina
$438K 16,298 -4,868 -23%
ACM
92
AlphaCrest Capital Management
New York
$429K 16,000 +16,000 New
SGCA
93
Steel Grove Capital Advisors
Tennessee
$413K 15,411 +1,000 +7%
UBS Group
94
UBS Group
Switzerland
$410K 15,260 -16,721 -52%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$393K 14,666 +924 +7%
AIG
96
American International Group
New York
$363K 13,553 -784 -5%
JWS
97
Juncture Wealth Strategies
Arizona
$354K 13,198 +1,720 +15%
Ameriprise
98
Ameriprise
Minnesota
$346K 12,876 +12,876 New
Osaic Holdings
99
Osaic Holdings
Arizona
$336K 12,530 +12,530 New
RJFSA
100
Raymond James Financial Services Advisors
Florida
$324K 12,085 -21,325 -64%
2 3
4
5 6