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Upland Software
UPLD

Overview Fund Activity

153 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
49
Reduced
63
Closed
18
Calls
$1.72M
Puts
$1.63M
Net Calls
+$87K
Net Calls Change
-$2.47M

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$19.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCM
3
Raging Capital Management
New Jersey
$6.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.3M

Top Sellers

1
WCA
1
Whetstone Capital Advisors
Kansas
$914K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$617K
4
BA
4
Boston Advisors
Massachusetts
$2.05M
5
DCM
5
Driehaus Capital Management
Illinois
$9.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DTL
101
Dynamic Technology Lab
Singapore
$283K 10,441 -7,745 -43%
AIG
102
American International Group
New York
$281K 10,355 -79 -0.8%
GAM
103
Gotham Asset Management
New York
$275K 10,115 -1,117 -10%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$265K 9,767 +6,124 +168%
AllianceBernstein
105
AllianceBernstein
Tennessee
$264K 9,700 -100 -1%
Calamos Advisors
106
Calamos Advisors
Illinois
$261K 9,620 – –
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$259K 9,513 – –
Citigroup
108
Citigroup
New York
$251K 9,243 +299 +3%
CSS
109
Cubist Systematic Strategies
Connecticut
$248K 9,109 +1,893 +26%
NSEDCP
110
NJ State Employees Deferred Compensation Plan
New Jersey
$245K 9,000 +9,000 New
HighTower Advisors
111
HighTower Advisors
Illinois
$228K 8,415 +8,415 New
MYIA
112
Mount Yale Investment Advisors
Colorado
$207K 6,510 -207 -3%
UBS Group
113
UBS Group
Switzerland
$207K 7,615 +408 +6%
TAM
114
Tocqueville Asset Management
New York
$205K 7,535 -7,075 -48%
MIM
115
MetLife Investment Management
New Jersey
$204K 7,503 – –
LPL Financial
116
LPL Financial
California
$200K 7,368 +7,368 New
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$144K 5,299 – –
AG
118
Advisor Group
Arizona
$93K 3,434 -61 -2%
Barclays
119
Barclays
United Kingdom
$91K 3,339 -6,594 -66%
Legal & General Group
120
Legal & General Group
United Kingdom
$81K 2,959 +622 +27%
TAM
121
Tiverton Asset Management
Delaware
$81K 2,989 +2,989 New
Canada Life
122
Canada Life
Manitoba, Canada
$61K 2,334 – –
SEI Investments
123
SEI Investments
Pennsylvania
$51K 1,571 -481 -23%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$42K 1,516 +859 +131%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$39K 1,426 -515 -27%
3 4
5
6 7