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Upland Software
UPLD

Overview Fund Activity

165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
33
Increased
56
Reduced
59
Closed
20
Calls
$17.5M
Puts
$3.9M
Net Calls
+$13.6M
Net Calls Change
+$13.5M

Top Buyers

1
RCMC
1
RK Capital Management (Colorado)
Colorado
$9.16M
2
RA
2
Royce & Associates
New York
$10.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M
4
PCM
4
Portolan Capital Management
Massachusetts
$35.1M
5
OAM
5
Oberweis Asset Management
Illinois
$6.88M

Top Sellers

1
PCM
1
PenderFund Capital Management
British Columbia, Canada
$2.01M
2
LSC
2
Lyon Street Capital
California
$978K
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M
4
GIPM
4
G2 Investment Partners Management
New York
$16.8M
5
Millennium Management
5
Millennium Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$466K – – –
Nuveen Asset Management
102
Nuveen Asset Management
Illinois
$464K -$169K -3,978 -27%
EAM
103
Evanson Asset Management
California
$461K – – –
HighTower Advisors
104
HighTower Advisors
Illinois
$459K +$104K +2,450 +29%
HT
105
HighTower Trust
Texas
$457K +$457K +10,795 New
GCP
106
GSA Capital Partners
United Kingdom
$447K -$141K -3,316 -24%
MAM
107
Martingale Asset Management
Massachusetts
$429K +$429K +10,100 New
AIG
108
American International Group
New York
$425K -$13.8K -326 -3%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$424K -$99.1K -2,342 -19%
Luther King Capital Management (LKCM)
110
Luther King Capital Management (LKCM)
Texas
$403K – – –
Stifel Financial
111
Stifel Financial
Missouri
$392K +$392K +9,366 New
GAM
112
Gotham Asset Management
New York
$388K -$40.1K -947 -9%
Citigroup
113
Citigroup
New York
$377K -$13.9K -329 -4%
LPL Financial
114
LPL Financial
California
$359K +$46.7K +1,102 +15%
Voloridge Investment Management
115
Voloridge Investment Management
Florida
$347K +$347K +8,191 New
NSEDCP
116
NJ State Employees Deferred Compensation Plan
New Jersey
$339K -$42.4K -1,000 -11%
Barclays
117
Barclays
United Kingdom
$334K +$192K +4,541 +136%
SPM
118
Symmetry Peak Management
Pennsylvania
$318K +$318K +7,500 New
MIM
119
MetLife Investment Management
New Jersey
$318K – – –
Axa
120
Axa
France
$309K +$309K +7,300 New
TAM
121
Tocqueville Asset Management
New York
$305K -$14K -330 -4%
P
122
Pitcairn
Pennsylvania
$297K +$297K +7,006 New
VOYA Investment Management
123
VOYA Investment Management
Georgia
$284K +$284K +6,697 New
OAC
124
OMERS Administration Corp
Ontario, Canada
$277K +$277K +6,300 New
CSS
125
Cubist Systematic Strategies
Connecticut
$271K -$115K -2,707 -30%
3 4
5
6 7