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Upland Software
UPLD

Overview Fund Activity

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
35
Increased
75
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$13.5M
2
WCA
Whetstone Capital Advisors
Kansas
$15.8M
3
GEH
General Equity Holdings
New York
$20.4M
4
GIPM
G2 Investment Partners Management
New York
$16M
5
CU
CDAM (UK)
United Kingdom
$40.2M

Top Sellers

1
TEC
Tiger Eye Capital
Tennessee
$0
2
Morgan Stanley
Morgan Stanley
New York
$895K
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11M
4
PCM
Penserra Capital Management
California
$0
5
DCM
Driehaus Capital Management
Illinois
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCMC
126
Matrix Capital Management Company
New Hampshire
$349K +$349K +10,000 New
LI
127
Leap Investments
Illinois
$335K +$335K +9,600 New
JWS
128
Juncture Wealth Strategies
Arizona
$331K +$331K +9,499 New
Principal Financial Group
129
Principal Financial Group
Iowa
$313K +$20.7K +592 +7%
GCP
130
GSA Capital Partners
United Kingdom
$312K -$13.3K -382 -4%
LPL Financial
131
LPL Financial
California
$310K +$15K +431 +5%
BAM
132
Blueshift Asset Management
New Jersey
$301K -$38.1K -1,092 -11%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$298K – – –
WCM
134
Weld Capital Management
New York
$285K +$285K +8,168 New
ECM
135
ExodusPoint Capital Management
New York
$274K +$274K +7,856 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$265K -$7.06K -202 -3%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$262K +$46.5K +1,333 +22%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$256K +$55.7K +1,597 +28%
TAM
139
Tocqueville Asset Management
New York
$254K +$2.44K +70 +1%
Luther King Capital Management (LKCM)
140
Luther King Capital Management (LKCM)
Texas
$250K – – –
SSA
141
Schonfeld Strategic Advisors
New York
$232K +$232K +6,656 New
AG
142
Advisor Group
Arizona
$226K -$1.31M -37,546 -85%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$213K +$22.7K +650 +12%
P
144
Pitcairn
Pennsylvania
$208K -$42.3K -1,213 -17%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$174K +$17.8K +512 +11%
CG
146
Cutler Group
California
$141K +$141K +4,064 New
Victory Capital Management
147
Victory Capital Management
Texas
$122K +$122K +3,505 New
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$118K +$52K +1,491 +79%
TAM
149
Tiverton Asset Management
Delaware
$105K – – –
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$83K +$29.8K +858 +56%
4 5
6
7 8