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Upland Software
UPLD

Overview Fund Activity

140 hedge funds and large institutions have $388M invested in Upland Software in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
140
Holders Change
+28
Holders Change %
+25%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
46
Reduced
36
Closed
17
Calls
$4.48M
Puts
$666K
Net Calls
+$3.81M
Net Calls Change
+$3.81M

Top Buyers

1
BlackRock
1
BlackRock
New York
$35.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.6M
3
CM
3
Castleark Management
Illinois
$8.51M
4
Invesco
4
Invesco
Georgia
$4.53M
5
State Street
5
State Street
Massachusetts
$8.12M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$23.5M
2
Millennium Management
2
Millennium Management
New York
$3.51M
3
FSCM
3
First Sabrepoint Capital Management
Texas
$0
4
LSC
4
Lyon Street Capital
California
$7.81M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
AlphaMark Advisors
Kentucky
$275K 8,000 +8,000 New
MIM
102
MetLife Investment Management
New Jersey
$258K 7,503 +7,503 New
FIM
103
Freedom Investment Management
Connecticut
$252K 7,328 -1,264 -15%
MWNA
104
Marshall Wace North America
New York
$236K 6,873 +6,873 New
MYIA
105
Mount Yale Investment Advisors
Colorado
$231K 6,726 +2,016 +43%
Stifel Financial
106
Stifel Financial
Missouri
$231K 6,732 +6,732 New
HCM
107
Highbridge Capital Management
New York
$223K 6,500 -4,050 -38%
AllianceBernstein
108
AllianceBernstein
Tennessee
$210K 6,100 +6,100 New
CSS
109
Cubist Systematic Strategies
Connecticut
$203K 5,900 +5,900 New
PG
110
PEAK6 Group
Illinois
$203K 5,900 +5,900 New
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$182K 5,299 +5,299 New
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$161K 4,678 +4,678 New
TDC
113
Thompson Davis & Co
Virginia
$143K 4,175 -400 -9%
UBS Group
114
UBS Group
Switzerland
$87K 2,532 +703 +38%
Legal & General Group
115
Legal & General Group
United Kingdom
$80K 2,337 +957 +69%
Canada Life
116
Canada Life
Manitoba, Canada
$80K 2,334 +2,334 New
AG
117
Advisor Group
Arizona
$79K 2,310 +2,310 New
Citigroup
118
Citigroup
New York
$78K 2,259 -6,118 -73%
Group One Trading
119
Group One Trading
Illinois
$68K 1,983 +1,983 New
PHK
120
Point72 Hong Kong
Hong Kong
$54K 1,582 +1,582 New
Barclays
121
Barclays
United Kingdom
$50K 1,467 -1,585 -52%
AIP
122
Ameritas Investment Partners
Nebraska
$47K 1,374 +736 +115%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$45K 1,314 +1,314 New
PCG
124
Private Capital Group
Connecticut
$41K 1,213 +1,213 New
YWP
125
YorkBridge Wealth Partners
New York
$25K 732 +732 New
3 4
5
6 7