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Upland Software
UPLD

Overview Fund Activity

153 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
49
Reduced
63
Closed
18
Calls
$1.72M
Puts
$1.63M
Net Calls
+$87K
Net Calls Change
-$2.47M

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$19.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCM
3
Raging Capital Management
New Jersey
$6.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.3M

Top Sellers

1
WCA
1
Whetstone Capital Advisors
Kansas
$914K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$617K
4
BA
4
Boston Advisors
Massachusetts
$2.05M
5
DCM
5
Driehaus Capital Management
Illinois
$9.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
126
Private Capital Group
Connecticut
$38K +$5.22K +193 +16%
AIM
127
Assured Investment Management
New York
$37K -$39.5K -1,463 -52%
AIP
128
Ameritas Investment Partners
Nebraska
$37K – – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$31K -$3.81K -141 -11%
Simplex Trading
130
Simplex Trading
Illinois
$24K -$44.7K -1,649 -65%
DWA
131
Dorsey Wright & Associates
California
$22K +$3.67K +136 +20%
HNB
132
Huntington National Bank
Ohio
$21K -$11.6K -421 -36%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$21K – – –
MAM
134
Meeder Asset Management
Ohio
$17K +$12.7K +472 +295%
NA
135
Neuburgh Advisers
California
$17K +$17K +612 New
YWP
136
YorkBridge Wealth Partners
New York
$16K -$3.51K -133 -18%
FCM
137
Flinton Capital Management
Pennsylvania
$14K +$14K +504 New
TAM
138
Tyers Asset Management
Texas
$11K +$11K +396 New
US Bancorp
139
US Bancorp
Minnesota
$10K +$10K +370 New
GHCM
140
Glen Harbor Capital Management
California
$8K +$8K +288 New
CTC
141
Central Trust Company
Missouri
$7K -$808 -30 -10%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$6K +$3.04K +111 +103%
GEA
143
Glen Eagle Advisors
New Jersey
$5.44K – – –
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.05K -42 -17%
Federated Hermes
145
Federated Hermes
Pennsylvania
$4K -$3.2K -104 -44%
CFGS
146
Concourse Financial Group Securities
Alabama
$4K -$1.22K -52 -23%
IA
147
IFP Advisors
Florida
$3K -$527 -23 -15%
Ameriprise
148
Ameriprise
Minnesota
$3K – – –
RCAG
149
Rehmann Capital Advisory Group
Michigan
$1.03K – – –
ASN
150
Advisory Services Network
Georgia
$1K – – –
3 4 5
6
7