UPLD icon

Upland Software
UPLD

Overview Fund Activity

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 29 closing their positions.

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
35
Increased
75
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$13.5M
2
WCA
2
Whetstone Capital Advisors
Kansas
$15.8M
3
GEH
3
General Equity Holdings
New York
$20.4M
4
GIPM
4
G2 Investment Partners Management
New York
$16M
5
CU
5
CDAM (UK)
United Kingdom
$40.2M

Top Sellers

1
TEC
1
Tiger Eye Capital
Tennessee
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$895K
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$11M
4
PCM
4
Penserra Capital Management
California
$0
5
DCM
5
Driehaus Capital Management
Illinois
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
1CM
101
1492 Capital Management
Wisconsin
$552K +$552K +15,841 New
HighTower Advisors
102
HighTower Advisors
Illinois
$534K +$82.6K +2,373 +18%
HT
103
HighTower Trust
Texas
$533K +$81.6K +2,340 +18%
Wolverine Trading
104
Wolverine Trading
Illinois
$514K -$1.82M -54,140 -78%
DTL
105
Dynamic Technology Lab
Singapore
$509K +$286K +8,197 +128%
AIG
106
American International Group
New York
$504K +$5.79K +166 +1%
SGCA
107
Steel Grove Capital Advisors
Tennessee
$502K – – –
Legal & General Group
108
Legal & General Group
United Kingdom
$486K +$320K +9,200 +193%
Creative Planning
109
Creative Planning
Kansas
$471K +$48.8K +1,400 +12%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$469K -$1.34M -39,847 -74%
ARTA
111
A.R.T. Advisors
New York
$458K +$458K +13,135 New
MSL
112
Mackay Shields LLC
New York
$428K -$14K -400 -3%
Barclays
113
Barclays
United Kingdom
$400K -$640K -18,406 -62%
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
$400K +$400K +11,467 New
Citigroup
115
Citigroup
New York
$399K +$33.5K +959 +9%
AQR Capital Management
116
AQR Capital Management
Connecticut
$398K +$663 +19 +0.2%
VHAM
117
Van Hulzen Asset Management
California
$397K +$199K +5,697 +100%
IB
118
Intrust Bank
Kansas
$386K -$26.5K -759 -6%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$385K +$48.2K +1,380 +14%
EAM
120
Evanson Asset Management
California
$380K – – –
JG
121
Jefferies Group
New York
$378K +$378K +10,839 New
Wellington Management Group
122
Wellington Management Group
Massachusetts
$367K +$367K +10,538 New
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$364K – – –
MSFP
124
Mark Sheptoff Financial Planning
Connecticut
$355K +$1.74K +50 +0.5%
MIM
125
MetLife Investment Management
New Jersey
$353K – – –
3 4
5
6 7