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Upland Software
UPLD

Overview Fund Activity

151 hedge funds and large institutions have $530M invested in Upland Software in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
59
Reduced
52
Closed
35
Calls
$5.11M
Puts
$7.75M
Net Calls
-$2.64M
Net Calls Change
-$12.8M

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$13.9M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$12M
3
GIPM
3
G2 Investment Partners Management
New York
$14.9M
4
WA
4
Wasatch Advisors
Utah
$27.4M
5
CU
5
CDAM (UK)
United Kingdom
$39.4M

Top Sellers

1
RCM
1
Raging Capital Management
New Jersey
$0
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
BGC
3
Blue Grotto Capital
Georgia
$0
4
UBS AM
4
UBS AM
Illinois
$491K
5
Stifel Financial
5
Stifel Financial
Missouri
$457K
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$313K 11,671 +527 +5%
Creative Planning
102
Creative Planning
Kansas
$308K 11,500 +1,000 +10%
DTL
103
Dynamic Technology Lab
Singapore
$293K 10,912 +10,912 New
Baird Financial Group
104
Baird Financial Group
Wisconsin
$289K 10,768 +3,570 +50%
Group One Trading
105
Group One Trading
Illinois
$283K 10,562 -9,402 -47%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$277K 10,324 – –
Citigroup
107
Citigroup
New York
$273K 10,174 +1,037 +11%
MIM
108
MetLife Investment Management
New Jersey
$272K 10,139 – –
LPL Financial
109
LPL Financial
California
$265K 9,897 +914 +10%
AQR Capital Management
110
AQR Capital Management
Connecticut
$264K 9,841 -1,510 -13%
BCM
111
Bluefin Capital Management
New York
$257K 9,579 +9,579 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$254K 9,468 +92 +1%
MFIM
113
Mesirow Financial Investment Management
Illinois
$231K 8,604 +8,604 New
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
$229K 8,543 -5,237 -38%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$227K 8,480 -625 -7%
CSS
116
Cubist Systematic Strategies
Connecticut
$224K 8,352 +8,352 New
Legal & General Group
117
Legal & General Group
United Kingdom
$220K 8,211 -6,625 -45%
SG Americas Securities
118
SG Americas Securities
New York
$215K 7,999 +4,222 +112%
VHAM
119
Van Hulzen Asset Management
California
$206K 7,699 -9,072 -54%
Barclays
120
Barclays
United Kingdom
$205K 7,621 -16,159 -68%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$197K 7,336 – –
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$190K 7,084 +3,702 +109%
Victory Capital Management
123
Victory Capital Management
Texas
$178K 6,642 +2,773 +72%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$152K 5,677 -4,953 -47%
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$81K 3,012 +612 +26%
3 4
5
6 7