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Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
101
Wolverine Trading
Illinois
$251K 14,015 -7,836 -36%
MOS
102
MGO One Seven
Ohio
$248K 14,085 +728 +5%
BCM
103
Bayesian Capital Management
New York
$247K 14,000 +14,000 New
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$241K 13,688 -24,376 -64%
Legal & General Group
105
Legal & General Group
United Kingdom
$233K 13,235 – –
JCG
106
John C. Goff
$229K 13,000 – –
FDS
107
First Dallas Securities
Texas
$227K 12,900 +12,900 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216K 12,259 -3,183 -21%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$212K 12,013 +647 +6%
ECM
110
ExodusPoint Capital Management
New York
$207K 11,744 -50,454 -81%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$193K 10,974 – –
E
112
Ergoteles
New York
$181K 10,268 +10,268 New
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$179K 10,181 – –
Citigroup
114
Citigroup
New York
$148K 8,377 -6,974 -45%
Osaic Holdings
115
Osaic Holdings
Arizona
$138K 7,834 -678 -8%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$87K 4,940 +4,940 New
Barclays
117
Barclays
United Kingdom
$85K 4,813 -30,265 -86%
AF
118
Amalgamated Financial
New York
$83K 4,706 +4,706 New
AB
119
Amalgamated Bank
New York
$83K 4,706 +4,706 New
UBS Group
120
UBS Group
Switzerland
$78K 4,415 -9,283 -68%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$57K 3,213 -2 -0.1%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$54K 3,061 -2,795 -48%
QT
123
Quantbot Technologies
New York
$51K 2,935 -7,465 -72%
US Bancorp
124
US Bancorp
Minnesota
$46K 2,635 -582 -18%
TRCT
125
Tower Research Capital (TRC)
New York
$43K 2,447 +1,658 +210%
3 4
5
6 7