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Upland Software
UPLD

Overview Fund Activity

165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
33
Increased
56
Reduced
59
Closed
20
Calls
$17.5M
Puts
$3.9M
Net Calls
+$13.6M
Net Calls Change
+$13.5M

Top Buyers

1
RCMC
RK Capital Management (Colorado)
Colorado
$9.16M
2
RA
Royce & Associates
New York
$10.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.1M
4
PCM
Portolan Capital Management
Massachusetts
$35.1M
5
OAM
Oberweis Asset Management
Illinois
$6.88M

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
$2.01M
2
LSC
Lyon Street Capital
California
$978K
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M
4
GIPM
G2 Investment Partners Management
New York
$16.8M
5
Millennium Management
Millennium Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
126
Los Angeles Capital Management
California
$267K +$267K +6,300 New
Walleye Trading
127
Walleye Trading
New York
$251K +$251K +5,924 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$224K – – –
VHAM
129
Van Hulzen Asset Management
California
$222K +$222K +5,241 New
MYIA
130
Mount Yale Investment Advisors
Colorado
$218K -$57.9K -1,366 -21%
DP
131
DSAM Partners
United Kingdom
$212K +$212K +5,000 New
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$163K -$252K -5,930 -61%
Bessemer Group
133
Bessemer Group
New Jersey
$146K +$146K +3,449 New
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$140K +$140K +3,300 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$139K +$139K +3,274 +109,133%
AG
136
Advisor Group
Arizona
$130K -$15.4K -363 -11%
TAM
137
Tiverton Asset Management
Delaware
$127K +$802 +19 +0.6%
Legal & General Group
138
Legal & General Group
United Kingdom
$125K – – –
Canada Life
139
Canada Life
Manitoba, Canada
$99K – – –
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$68K +$8.03K +191 +13%
PCG
141
Private Capital Group
Connecticut
$60K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$58K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$49K +$674 +16 +1%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$45K -$18.9K -448 -30%
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$38K +$38K +900 New
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$33K – – –
US Bancorp
147
US Bancorp
Minnesota
$30K +$14.5K +345 +93%
NA
148
Neuburgh Advisers
California
$29K +$2.9K +68 +11%
FCM
149
Flinton Capital Management
Pennsylvania
$24K +$2.4K +56 +11%
HNB
150
Huntington National Bank
Ohio
$22K -$10.8K -250 -33%
4 5
6
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