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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $709M invested in Upland Software in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
23
Increased
65
Reduced
48
Closed
20
Calls
$15.2M
Puts
$10M
Net Calls
+$5.18M
Net Calls Change
+$7.82M

Top Buyers

1
NSCM
1
New South Capital Management
Tennessee
$17.6M
2
KCM
2
Kennedy Capital Management
Missouri
$8.82M
3
GEH
3
General Equity Holdings
New York
$31.4M
4
DM
4
Diker Management
New York
$4.59M
5
RA
5
Royce & Associates
New York
$31.7M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$21.6M
2
GIPM
2
G2 Investment Partners Management
New York
$13.3M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.9M
4
WA
4
Wasatch Advisors
Utah
$32M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$948K +$604K +17,387 +176%
AllianceBernstein
77
AllianceBernstein
Tennessee
$939K – – –
Russell Investments Group
78
Russell Investments Group
United Kingdom
$933K -$109K -3,139 -10%
OAM
79
Oberweis Asset Management
Illinois
$886K -$401K -11,535 -31%
RHJA
80
Rice Hall James & Associates
California
$812K +$11K +317 +1%
NIP
81
Nicholas Investment Partners
California
$797K +$797K +22,926 New
VRS
82
Virginia Retirement Systems
Virginia
$716K -$198K -5,700 -22%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$708K +$41.6K +1,195 +6%
UBS AM
84
UBS AM
Illinois
$655K +$18.3K +526 +3%
Bank of America
85
Bank of America
North Carolina
$648K +$81.3K +2,339 +14%
CS
86
Credit Suisse
Switzerland
$639K +$43.7K +1,256 +7%
Stifel Financial
87
Stifel Financial
Missouri
$606K -$21.5K -619 -3%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$605K -$803K -23,077 -57%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$592K +$592K +17,037 New
Bessemer Group
90
Bessemer Group
New Jersey
$572K – – –
RJFSA
91
Raymond James Financial Services Advisors
Florida
$565K +$145K +4,180 +35%
Osaic Holdings
92
Osaic Holdings
Arizona
$505K +$69.6K +2,004 +16%
SGCA
93
Steel Grove Capital Advisors
Tennessee
$501K -$34.8K -1,000 -6%
Walleye Trading
94
Walleye Trading
New York
$492K +$492K +14,164 New
AIG
95
American International Group
New York
$485K +$14.1K +405 +3%
Jane Street
96
Jane Street
New York
$479K +$479K +13,779 New
Deutsche Bank
97
Deutsche Bank
Germany
$469K -$544K -15,680 -54%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$454K -$32.8K -988 -7%
Creative Planning
99
Creative Planning
Kansas
$441K +$41.6K +1,197 +10%
Barclays
100
Barclays
United Kingdom
$436K +$171K +4,933 +65%
2 3
4
5 6