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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $709M invested in Upland Software in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
23
Increased
65
Reduced
48
Closed
20
Calls
$15.2M
Puts
$10M
Net Calls
+$5.18M
Net Calls Change
+$7.82M

Top Buyers

1
NSCM
1
New South Capital Management
Tennessee
$17.6M
2
KCM
2
Kennedy Capital Management
Missouri
$8.82M
3
GEH
3
General Equity Holdings
New York
$31.4M
4
DM
4
Diker Management
New York
$4.59M
5
RA
5
Royce & Associates
New York
$31.7M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$21.6M
2
GIPM
2
G2 Investment Partners Management
New York
$13.3M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.9M
4
WA
4
Wasatch Advisors
Utah
$32M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$431K +$153K +4,389 +55%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$416K +$42K +1,210 +11%
JWS
103
Juncture Wealth Strategies
Arizona
$388K -$70.5K -2,030 -15%
William Blair & Company
104
William Blair & Company
Illinois
$381K -$293K -8,432 -43%
CCA
105
Catalyst Capital Advisors
New York
$362K +$362K +10,400 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$359K – – –
MIM
107
MetLife Investment Management
New Jersey
$352K – – –
SSA
108
Schonfeld Strategic Advisors
New York
$345K +$345K +9,912 New
P
109
Pitcairn
Pennsylvania
$329K +$329K +9,467 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$304K -$25.6K -735 -8%
MFIM
111
Mesirow Financial Investment Management
Illinois
$292K -$7.31K -210 -2%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$290K -$5.22K -150 -2%
Legal & General Group
113
Legal & General Group
United Kingdom
$287K +$1.18K +34 +0.4%
Simplex Trading
114
Simplex Trading
Illinois
$286K -$474K -13,649 -62%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$286K -$120K -3,450 -30%
Citigroup
116
Citigroup
New York
$286K -$67.6K -1,945 -19%
ACM
117
AlphaCrest Capital Management
New York
$275K -$282K -8,100 -51%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$255K – – –
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$249K +$249K +7,163 New
KMC
120
Kirr Marbach & Co
Indiana
$240K +$240K +6,900 New
MIFH
121
Migdal Insurance & Financial Holdings
Israel
$232K +$127K +3,670 +122%
CG
122
Cutler Group
California
$232K +$204K +5,896 +737%
Squarepoint
123
Squarepoint
New York
$227K +$227K +6,540 New
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$181K -$16.3K -469 -8%
HIIFS
125
Harel Insurance Investments & Financial Services
Israel
$174K +$174K +5,000 New
3 4
5
6 7