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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $875M invested in Upland Software in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
35
Increased
74
Reduced
52
Closed
22
Calls
$60M
Puts
$15.9M
Net Calls
+$44.1M
Net Calls Change
+$30.4M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$52.5M
2
TEC
2
Tiger Eye Capital
Tennessee
$18.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$31.4M
4
BlackRock
4
BlackRock
New York
$65.4M
5
ACM
5
Ashford Capital Management
Delaware
$15.9M

Top Sellers

1
GIPM
1
G2 Investment Partners Management
New York
$8.31M
2
RCM
2
Raging Capital Management
New Jersey
$4.76M
3
CM
3
Castleark Management
Illinois
$4.75M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.23M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
Tocqueville Asset Management
New York
$328K – – –
P
127
Pitcairn
Pennsylvania
$327K +$7.66K +168 +2%
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$326K -$107K -2,350 -25%
CSS
129
Cubist Systematic Strategies
Connecticut
$300K +$9K +198 +3%
DTL
130
Dynamic Technology Lab
Singapore
$292K +$292K +6,413 New
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$271K +$103K +2,336 +61%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$261K +$20K +440 +8%
VHAM
133
Van Hulzen Asset Management
California
$259K +$20.2K +444 +8%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$248K +$248K +5,451 New
BCM
135
Bayesian Capital Management
New York
$240K +$240K +5,269 New
Legal & General Group
136
Legal & General Group
United Kingdom
$216K +$81.8K +1,803 +61%
Axa
137
Axa
France
$214K -$118K -2,600 -36%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$204K +$130K +2,865 +177%
SS
139
Simplicity Solutions
Minnesota
$203K +$203K +4,456 New
TAM
140
Tiverton Asset Management
Delaware
$137K – – –
Canada Life
141
Canada Life
Manitoba, Canada
$106K – – –
MAM
142
Meeder Asset Management
Ohio
$95K +$81.3K +1,778 +593%
AIP
143
Ameritas Investment Partners
Nebraska
$88K +$25.3K +553 +40%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$86K +$86K +1,880 New
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$85.8K -$63.4K -1,392 -42%
MIFH
146
Migdal Insurance & Financial Holdings
Israel
$70K +$70K +1,529 New
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$63K +$27.5K +608 +77%
Federated Hermes
148
Federated Hermes
Pennsylvania
$60K +$45.7K +1,011 +320%
AJ
149
Ashburton (Jersey)
Jersey
$57K +$57K +1,251 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$48K -$4.12K -92 -8%
4 5
6
7 8