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Upland Software
UPLD

Overview Fund Activity

131 hedge funds and large institutions have $174M invested in Upland Software in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
41
Closed
29
Calls
$2.68M
Puts
$1.43M
Net Calls
+$1.25M
Net Calls Change
+$2.51M

Top Buyers

1
HCM
1
Hodges Capital Management
Texas
$8.66M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.38M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$4.33M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.08M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$2.22M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$0
2
BCA
2
Bernzott Capital Advisors
California
$0
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$600K
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$61.4K -$85.9K -12,041 -58%
Group One Trading
102
Group One Trading
Illinois
$59.3K -$63.7K -8,932 -52%
Osaic Holdings
103
Osaic Holdings
Arizona
$59.2K +$4.84K +675 +9%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$49K +$39.4K +5,567 +411%
GCM
105
Gladius Capital Management
Illinois
$36.6K +$36.6K +5,133 New
CM
106
Caption Management
Oklahoma
$32.2K +$32.2K +4,523 New
AB
107
Amalgamated Bank
New York
$26K – – –
Citigroup
108
Citigroup
New York
$23.4K -$27.4K -3,849 -54%
Legal & General Group
109
Legal & General Group
United Kingdom
$20.6K -$74.9K -10,504 -78%
AIP
110
Ameritas Investment Partners
Nebraska
$18.5K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$16K +$239 +33 +2%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$13K – – –
EWA
113
EverSource Wealth Advisors
Alabama
$10.6K +$6.09K +854 +134%
Wells Fargo
114
Wells Fargo
California
$3.75K -$4.48K -628 -54%
TWA
115
TCI Wealth Advisors
Arizona
$3.19K +$3.19K +447 New
CASC
116
Coppell Advisory Solutions Corp
Texas
$2.85K +$2.85K +400 New
CAS
117
Coppell Advisory Solutions
Texas
$2.85K +$2.85K +400 New
Dimensional Fund Advisors
118
Dimensional Fund Advisors
Texas
$2.21K -$369 -51,761 -14%
CAM
119
ClariVest Asset Management
California
$2K – – –
EI
120
Ellevest Inc
New York
$1.9K +$1.49K +209 +360%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K -$7.42K -1,439 -88%
MIFH
122
Migdal Insurance & Financial Holdings
Israel
$1K – – –
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$499 +$178 +25 +56%
PA
124
Parallel Advisors
California
$357 -$1.59K -223 -82%
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$257 +$257 +36 New
3 4
5
6 7