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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $692M invested in Upland Software in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-18
Holders Change %
-9.94%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
21
Increased
60
Reduced
62
Closed
30
Calls
$19.2M
Puts
$9.01M
Net Calls
+$10.2M
Net Calls Change
-$18.5M

Top Buyers

1
WA
Wasatch Advisors
Utah
$28.3M
2
WCM
Wedge Capital Management
North Carolina
$17.1M
3
RA
Royce & Associates
New York
$21.5M
4
RCM
Raging Capital Management
New Jersey
$19.4M
5
Comerica Bank
Comerica Bank
Texas
$4.72M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
2
PCM
Portolan Capital Management
Massachusetts
$35.6M
3
GIPM
G2 Investment Partners Management
New York
$8.89M
4
UBS AM
UBS AM
Illinois
$7.51M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$256K – – –
KMC
127
Kirr Marbach & Co
Indiana
$246K +$246K +6,900 New
GAM
128
Gotham Asset Management
New York
$230K -$752K -21,020 -77%
CRWM
129
Castle Rock Wealth Management
California
$222K +$222K +5,188 New
AG
130
Advisor Group
Arizona
$208K -$23.3K -653 -10%
P
131
Pitcairn
Pennsylvania
$207K -$6.19K -173 -3%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$156K +$135K +3,753 +635%
Victory Capital Management
133
Victory Capital Management
Texas
$138K +$13K +364 +10%
SG Americas Securities
134
SG Americas Securities
New York
$135K +$135K +3,777 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$121K +$214 +6 +0.2%
KOCAA
136
Knights of Columbus Asset Advisors
Connecticut
$120K +$120K +3,362 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$104K +$32.1K +894 +45%
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$86K +$466 +13 +0.5%
AIP
139
Ameritas Investment Partners
Nebraska
$69K – – –
Canada Life
140
Canada Life
Manitoba, Canada
$63K +$63K +1,769 New
CG
141
Cutler Group
California
$61K -$83.6K -2,349 -58%
US Bancorp
142
US Bancorp
Minnesota
$52K +$5.25K +147 +11%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$50K – – –
AJ
144
Ashburton (Jersey)
Jersey
$40K -$5.2K -144 -12%
PCG
145
Private Capital Group
Connecticut
$40K – – –
GWM
146
Geneos Wealth Management
Colorado
$36K – – –
FGAM
147
Financial Gravity Asset Management
Texas
$36K +$4.5K +1 +14%
CFB
148
Cullen/Frost Bankers
Texas
$35K +$28.8K +797 +463%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$33K -$1.04K -29 -3%
TRCT
150
Tower Research Capital (TRC)
New York
$28K -$23.3K -645 -45%
4 5
6
7 8