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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
1
Royce & Associates
New York
$80.7M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
3
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
5
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
GEH
2
General Equity Holdings
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
PCP
4
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$793K -$113K -3,383 -12%
MAG
77
Millrace Asset Group
Pennsylvania
$772K -$971K -29,052 -56%
UBS AM
78
UBS AM
Illinois
$761K – – –
Jane Street
79
Jane Street
New York
$711K +$141K +4,209 +25%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$690K -$3.3M -98,624 -83%
Deutsche Bank
81
Deutsche Bank
Germany
$657K -$12.1K -361 -2%
CS
82
Credit Suisse
Switzerland
$645K +$36.8K +1,099 +6%
Invesco
83
Invesco
Georgia
$640K +$90.7K +2,716 +17%
SWP
84
Strategic Wealth Partners
Ohio
$616K +$616K +18,425 New
Barclays
85
Barclays
United Kingdom
$607K +$29.1K +870 +5%
Bank of America
86
Bank of America
North Carolina
$588K +$11.8K +353 +2%
AIG
87
American International Group
New York
$529K -$6.99K -209 -1%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$524K – – –
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508K -$41.8K -1,249 -8%
DTL
90
Dynamic Technology Lab
Singapore
$488K +$226K +6,751 +86%
SGCA
91
Steel Grove Capital Advisors
Tennessee
$482K – – –
Wolverine Trading
92
Wolverine Trading
Illinois
$480K +$480K +14,075 New
Citigroup
93
Citigroup
New York
$475K +$72K +2,153 +18%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$465K +$465K +13,898 New
Baird Financial Group
95
Baird Financial Group
Wisconsin
$451K -$615K -18,387 -58%
Legal & General Group
96
Legal & General Group
United Kingdom
$441K +$180K +5,377 +69%
ACM
97
AlphaCrest Capital Management
New York
$426K -$1.77M -52,800 -81%
First Trust Advisors
98
First Trust Advisors
Illinois
$417K -$832K -24,906 -67%
MOS
99
MGO One Seven
Ohio
$395K +$116K +3,483 +42%
Osaic Holdings
100
Osaic Holdings
Arizona
$388K +$5.31K +159 +1%
2 3
4
5 6