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Upland Software
UPLD

Overview Fund Activity

140 hedge funds and large institutions have $388M invested in Upland Software in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+28
Holders Change %
+25%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
46
Reduced
36
Closed
17
Calls
$4.48M
Puts
$666K
Net Calls
+$3.81M
Net Calls Change
+$3.81M

Top Buyers

1
BlackRock
BlackRock
New York
$35.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.6M
3
CM
Castleark Management
Illinois
$8.51M
4
Invesco
Invesco
Georgia
$4.53M
5
State Street
State Street
Massachusetts
$8.12M

Top Sellers

1
PWAM
Park West Asset Management
California
$23.5M
2
Millennium Management
Millennium Management
New York
$3.51M
3
FSCM
First Sabrepoint Capital Management
Texas
$0
4
LSC
Lyon Street Capital
California
$7.81M
5
Deutsche Bank
Deutsche Bank
Germany
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Prelude Capital Management
New York
$23K -$23.2K -686 -50%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$20.5K -$1.34M -38,980 -98%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$10K – – –
CTC
129
Central Trust Company
Missouri
$10K +$10K +280 New
HNB
130
Huntington National Bank
Ohio
$10K +$10K +1,273 New
PIA
131
Piedmont Investment Advisors
North Carolina
$9K +$9K +273 New
TRCT
132
Tower Research Capital (TRC)
New York
$8K +$8K +219 New
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +242 New
GEA
134
Glen Eagle Advisors
New Jersey
$6.87K – – –
IA
135
IFP Advisors
Florida
$6K +$6K +162 New
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$4K +$4K +112 New
FGAM
137
Financial Gravity Asset Management
Texas
$2K -$680 -17 -25%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$1.31K +$1.31K +38 New
HLA
139
Hamilton Lane Advisors
Pennsylvania
$1K – – –
ASN
140
Advisory Services Network
Georgia
$1K +$1K +29 New
FSCM
141
First Sabrepoint Capital Management
Texas
– -$7.84M -272,413 Closed
Ameriprise
142
Ameriprise
Minnesota
– -$1.23M -42,805 Closed
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
– -$916K -31,815 Closed
AIM
144
Alambic Investment Management
California
– -$758K -26,342 Closed
TI
145
Trexquant Investment
Connecticut
– -$746K -25,926 Closed
USAA
146
United Services Automobile Association
Texas
– -$521K -18,109 Closed
Marshall Wace
147
Marshall Wace
United Kingdom
– -$515K -17,900 Closed
ARTA
148
A.R.T. Advisors
New York
– -$465K -16,166 Closed
VF
149
Virtu Financial
New York
– -$303K -10,516 Closed
QC
150
Quadrature Capital
United Kingdom
– -$299K -10,369 Closed
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