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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $863M invested in Upland Software in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.3%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
28
Increased
63
Reduced
53
Closed
19
Calls
$38.1M
Puts
$20.2M
Net Calls
+$17.9M
Net Calls Change
+$12.7M

Top Buyers

1
PCP
P2 Capital Partners
New York
$26.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$13.1M
3
IECM
Intrinsic Edge Capital Management
Illinois
$11.9M
4
ACM
Ashford Capital Management
Delaware
$24.7M
5
RA
Royce & Associates
New York
$39.7M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.95M
2
PCM
Portolan Capital Management
Massachusetts
$17.9M
3
ZCM
Ziegler Capital Management
Illinois
$0
4
ACH
ArrowMark Colorado Holdings
Colorado
$9.89M
5
LCG
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
126
Quadrature Capital
United Kingdom
$286K +$286K +7,577 New
ASRS
127
Arizona State Retirement System
Arizona
$279K +$279K +7,388 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$277K – – –
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$270K – – –
KMC
130
Kirr Marbach & Co
Indiana
$268K +$7.55K +200 +3%
Walleye Trading
131
Walleye Trading
New York
$240K -$295K -7,811 -55%
ACM
132
AlphaCrest Capital Management
New York
$238K -$60.4K -1,600 -20%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$228K +$196K +5,197 +620%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$217K -$112K -2,967 -34%
CG
135
Cutler Group
California
$185K -$67K -1,781 -27%
Citigroup
136
Citigroup
New York
$172K -$139K -3,679 -45%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$158K -$38K -1,010 -19%
Simplex Trading
138
Simplex Trading
Illinois
$115K -$194K -5,177 -63%
UBS Group
139
UBS Group
Switzerland
$98K +$14.4K +382 +17%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$88K – – –
US Bancorp
141
US Bancorp
Minnesota
$87K +$12.8K +338 +17%
AIP
142
Ameritas Investment Partners
Nebraska
$84K +$11.1K +292 +15%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$81K +$35.8K +950 +79%
Canada Life
144
Canada Life
Manitoba, Canada
$67K – – –
FMP
145
Financial Management Professionals
Texas
$60K -$12.8K -340 -18%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$52K -$25.7K -622 -33%
PCG
147
Private Capital Group
Connecticut
$49K -$13K -346 -21%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$32K -$1.03K -27 -3%
HNB
149
Huntington National Bank
Ohio
$18K -$6.11K -165 -25%
SFS
150
Sowell Financial Services
Arkansas
$13K +$4.21K +114 +48%
4 5
6
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