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Upland Software
UPLD

Overview Fund Activity

156 hedge funds and large institutions have $441M invested in Upland Software in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 45 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
53
Reduced
39
Closed
45
Calls
$26.2M
Puts
$19.2M
Net Calls
+$7.04M
Net Calls Change
-$12.2M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M
2
Millennium Management
2
Millennium Management
New York
$13.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$7.64M
4
NSCM
4
New South Capital Management
Tennessee
$20.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.23M

Top Sellers

1
CU
1
CDAM (UK)
United Kingdom
$0
2
RA
2
Royce & Associates
New York
$5.33M
3
Swedbank
3
Swedbank
Sweden
$0
4
WA
4
Wasatch Advisors
Utah
$2.95M
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$275K 15,351 +1,144 +8%
Stifel Financial
102
Stifel Financial
Missouri
$262K 14,619 -9,100 -38%
SGCA
103
Steel Grove Capital Advisors
Tennessee
$259K 14,411 – –
M&T Bank
104
M&T Bank
New York
$257K 14,330 +6,701 +88%
UBS Group
105
UBS Group
Switzerland
$246K 13,698 +11,785 +616%
MOS
106
MGO One Seven
Ohio
$240K 13,357 +1,524 +13%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$237K 13,197 -290 -2%
Legal & General Group
108
Legal & General Group
United Kingdom
$237K 13,235 +55 +0.4%
JCG
109
John C. Goff
$233K 13,000 +13,000 New
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$213K 11,879 +6,139 +107%
AC
111
Aristides Capital
Kentucky
$213K 11,886 +11,886 New
VOYA Investment Management
112
VOYA Investment Management
Georgia
$204K 11,366 -19 -0.2%
AG
113
Algert Global
California
$198K 11,020 +11,020 New
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$197K 10,974 – –
William Blair & Company
115
William Blair & Company
Illinois
$191K 10,643 +1,173 +12%
QT
116
Quantbot Technologies
New York
$186K 10,400 +9,731 +1,455%
PP
117
PDT Partners
New York
$185K 10,333 +10,333 New
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$183K 10,181 +10,181 New
MIM
119
MetLife Investment Management
New Jersey
$182K 10,139 – –
Osaic Holdings
120
Osaic Holdings
Arizona
$153K 8,512 -3,108 -27%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$136K 7,555 – –
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$106K 5,856 +2,753 +89%
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$103K 5,730 -119,588 -95%
EVM
124
Eaton Vance Management
Massachusetts
$81K 4,500 – –
CG
125
Cutler Group
California
$71K 4,000 -2,000 -33%
3 4
5
6 7