UPLD icon

Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $709M invested in Upland Software in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.17%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
23
Increased
65
Reduced
48
Closed
20
Calls
$15.2M
Puts
$10M
Net Calls
+$5.18M
Net Calls Change
+$7.82M

Top Buyers

1
NSCM
New South Capital Management
Tennessee
$17.6M
2
KCM
Kennedy Capital Management
Missouri
$8.82M
3
GEH
General Equity Holdings
New York
$31.4M
4
DM
Diker Management
New York
$4.59M
5
RA
Royce & Associates
New York
$31.7M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
$21.6M
2
GIPM
G2 Investment Partners Management
New York
$13.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
$11.9M
4
WA
Wasatch Advisors
Utah
$32M
5
Goldman Sachs
Goldman Sachs
New York
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$129K +$129K +3,707 New
Parallax Volatility Advisers
127
Parallax Volatility Advisers
California
$120K +$120K +3,456 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$81K +$32.4K +931 +67%
UBS Group
129
UBS Group
Switzerland
$77K -$454K -13,046 -85%
CFG
130
Citizens Financial Group
Rhode Island
$71K – – –
US Bancorp
131
US Bancorp
Minnesota
$68K +$17.5K +505 +35%
Truist Financial
132
Truist Financial
North Carolina
$68K +$68K +1,974 New
AIP
133
Ameritas Investment Partners
Nebraska
$67K – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$67K +$67K +1,882 New
FMP
135
Financial Management Professionals
Texas
$67K +$67K +1,929 New
Canada Life
136
Canada Life
Manitoba, Canada
$61K – – –
PCG
137
Private Capital Group
Connecticut
$57K +$16K +461 +39%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$42K +$21K +600 +100%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$30K -$35 -1 -0.1%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$29.1K -$217K -6,246 -88%
HNB
141
Huntington National Bank
Ohio
$23K +$20.6K +584 +872%
FC
142
FORA Capital
Florida
$21K +$21K +598 New
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.34K +37 +17%
SFS
144
Sowell Financial Services
Arkansas
$8K +$1.11K +33 +16%
WEC
145
Winslow Evans & Crocker
Massachusetts
$7K – – –
CTC
146
Central Trust Company
Missouri
$6K +$2.08K +60 +53%
IA
147
IFP Advisors
Florida
$3K +$319 +10 +12%
PAG
148
Private Advisor Group
New Jersey
$3K +$3K +73 New
Lazard Asset Management
149
Lazard Asset Management
New York
$3K +$3K +87 New
MAM
150
Meeder Asset Management
Ohio
$2K – – –
3 4 5
6
7