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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $875M invested in Upland Software in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
35
Increased
74
Reduced
52
Closed
22
Calls
$60M
Puts
$15.9M
Net Calls
+$44.1M
Net Calls Change
+$30.4M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$52.5M
2
TEC
2
Tiger Eye Capital
Tennessee
$18.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$31.4M
4
BlackRock
4
BlackRock
New York
$65.4M
5
ACM
5
Ashford Capital Management
Delaware
$15.9M

Top Sellers

1
GIPM
1
G2 Investment Partners Management
New York
$8.31M
2
RCM
2
Raging Capital Management
New Jersey
$4.76M
3
CM
3
Castleark Management
Illinois
$4.75M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.23M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$652K -$3.22M -70,683 -83%
AIG
102
American International Group
New York
$651K +$194K +4,262 +42%
HighTower Advisors
103
HighTower Advisors
Illinois
$590K +$95.8K +2,105 +19%
HT
104
HighTower Trust
Texas
$589K +$97.6K +2,145 +20%
MSL
105
Mackay Shields LLC
New York
$576K +$576K +12,661 New
SEI Investments
106
SEI Investments
Pennsylvania
$553K -$186K -4,060 -25%
Creative Planning
107
Creative Planning
Kansas
$551K +$50.1K +1,100 +10%
IB
108
Intrust Bank
Kansas
$538K -$321K -7,046 -37%
AQR Capital Management
109
AQR Capital Management
Connecticut
$519K -$150K -3,291 -22%
Citadel Advisors
110
Citadel Advisors
Florida
$515K -$148K -3,262 -22%
EAM
111
Evanson Asset Management
California
$496K – – –
Citigroup
112
Citigroup
New York
$477K +$71.2K +1,565 +18%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$476K -$370K -8,120 -44%
MIM
114
MetLife Investment Management
New Jersey
$462K +$120K +2,636 +35%
MSFP
115
Mark Sheptoff Financial Planning
Connecticut
$461K +$461K +10,125 New
BAM
116
Blueshift Asset Management
New Jersey
$442K +$442K +9,715 New
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$439K +$152K +3,350 +53%
GCP
118
GSA Capital Partners
United Kingdom
$425K -$54.7K -1,203 -11%
PI
119
PEAK6 Investments
Illinois
$422K +$422K +9,277 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$389K +$84.1K +1,846 +28%
LPL Financial
121
LPL Financial
California
$386K – – –
Principal Financial Group
122
Principal Financial Group
Iowa
$381K -$247K -5,420 -39%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$355K -$102K -2,231 -22%
California Public Employees Retirement System
124
California Public Employees Retirement System
California
$340K +$340K +7,464 New
Prudential Financial
125
Prudential Financial
New Jersey
$328K -$258K -5,660 -44%
3 4
5
6 7