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Upland Software
UPLD

Overview Fund Activity

147 hedge funds and large institutions have $416M invested in Upland Software in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
53
Reduced
45
Closed
17
Calls
$4.03M
Puts
$1.48M
Net Calls
+$2.56M
Net Calls Change
-$1.26M

Top Buyers

1
CU
1
CDAM (UK)
United Kingdom
$27.4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.4M
3
Millennium Management
3
Millennium Management
New York
$8.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.12M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$9.57M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$1.77M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.07M
3
PM
3
Pembroke Management
Quebec, Canada
$20.3M
4
LSC
4
Lyon Street Capital
California
$4.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$289K 8,944 +6,685 +296%
Principal Financial Group
102
Principal Financial Group
Iowa
$276K 8,538 +123 +1%
BCM
103
Bayesian Capital Management
New York
$275K 8,523 +8,523 New
MC
104
Menta Capital
California
$271K 8,375 -13,230 -61%
P
105
Pitcairn
Pennsylvania
$267K 8,253 -755 -8%
MIM
106
MetLife Investment Management
New Jersey
$242K 7,503 – –
TSS
107
Two Sigma Securities
New York
$241K 7,470 +7,470 New
FIM
108
Freedom Investment Management
Connecticut
$237K 6,591 -737 -10%
CSS
109
Cubist Systematic Strategies
Connecticut
$233K 7,216 +1,316 +22%
UBS Group
110
UBS Group
Switzerland
$232K 7,207 +4,675 +185%
MYIA
111
Mount Yale Investment Advisors
Colorado
$219K 6,717 -9 -0.1%
Stifel Financial
112
Stifel Financial
Missouri
$212K 6,608 -124 -2%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$171K 5,299 – –
QT
114
Quantbot Technologies
New York
$121K 3,751 +3,751 New
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$118K 3,643 -53,068 -94%
AG
116
Advisor Group
Arizona
$112K 3,495 +1,185 +51%
AIM
117
Assured Investment Management
New York
$92K 2,832 -12,269 -81%
Simplex Trading
118
Simplex Trading
Illinois
$81K 2,534 -16,475 -87%
Legal & General Group
119
Legal & General Group
United Kingdom
$76K 2,337 – –
Canada Life
120
Canada Life
Manitoba, Canada
$75K 2,334 – –
SEI Investments
121
SEI Investments
Pennsylvania
$71K 2,052 -8,867 -81%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$63K 1,941 +1,641 +547%
AIP
123
Ameritas Investment Partners
Nebraska
$44K 1,374 – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$41K 1,289 -25 -2%
PCG
125
Private Capital Group
Connecticut
$39K 1,213 – –
3 4
5
6 7