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Upland Software
UPLD

Overview Fund Activity

112 hedge funds and large institutions have $309M invested in Upland Software in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+32
Holders Change %
+40%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
42
Increased
27
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Ardsley Advisory Partners
Connecticut
+$6.04M
2
DMK
David M. Knott
+$4.89M
3
PCM
Portolan Capital Management
Massachusetts
+$3.94M
4
WCA
Whetstone Capital Advisors
Kansas
+$3.8M
5
AI
Axiom Investors
Connecticut
+$3.55M

Top Sellers

1
PWAM
Park West Asset Management
California
-$17.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.7M
4
PM
Precept Management
Texas
-$2.59M
5
LSC
Lyon Street Capital
California
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$52K +$13.2K +463 +34%
Legal & General Group
102
Legal & General Group
United Kingdom
$40K – – –
PCM
103
Prelude Capital Management
New York
$39K -$82.9K -2,900 -68%
AIP
104
Ameritas Investment Partners
Nebraska
$18K – – –
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$9K +$9K +300 New
GEA
106
Glen Eagle Advisors
New Jersey
$5.76K +$5.76K +200 New
FGC
107
Financial Gravity Companies
Texas
$2K +$2K +67 New
FGAM
108
Financial Gravity Asset Management
Texas
$2K +$2K +67 New
Simplex Trading
109
Simplex Trading
Illinois
$2K +$2K +100 New
FMA
110
FNY Managed Accounts
New York
$2K +$2K +101 New
HLA
111
Hamilton Lane Advisors
Pennsylvania
$1K -$1.78K -71,200 -64%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
– -$2.78M -128,174 Closed
TMC
113
Trellus Management Company
Florida
– -$689K -31,801 Closed
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
– -$652K -30,084 Closed
WPC
115
White Pine Capital
Minnesota
– -$476K -21,995 Closed
RHJA
116
Rice Hall James & Associates
California
– -$272K -12,547 Closed
CSS
117
Cubist Systematic Strategies
Connecticut
– -$250K -11,523 Closed
Parallax Volatility Advisers
118
Parallax Volatility Advisers
California
– -$25K -1,176 Closed
TRCT
119
Tower Research Capital (TRC)
New York
– -$21K -949 Closed
DCM
120
Delpha Capital Management
New York
– -$17K -797 Closed
PHK
121
Point72 Hong Kong
Hong Kong
– -$1K -52 Closed
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