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Upland Software
UPLD

Overview Fund Activity

188 hedge funds and large institutions have $1.07B invested in Upland Software in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
40
Increased
67
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$37.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$25.9M
3
WA
3
Wasatch Advisors
Utah
$49.3M
4
WCM Investment Management
4
WCM Investment Management
California
$9.41M
5
PI
5
Putnam Investments
Massachusetts
$8.35M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$0
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$10.1M
4
GEH
4
General Equity Holdings
New York
$34M
5
SAM
5
Silvercrest Asset Management
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
126
First Dallas Securities
Texas
$429K +$39K +850 +10%
MFIM
127
Mesirow Financial Investment Management
Illinois
$417K +$1.7K +37 +0.4%
Invesco
128
Invesco
Georgia
$407K -$1.35M -29,439 -77%
UBS Group
129
UBS Group
Switzerland
$393K +$274K +5,982 +230%
CCA
130
Catalyst Capital Advisors
New York
$384K -$23K -500 -6%
William Blair & Company
131
William Blair & Company
Illinois
$379K – – –
SEI Investments
132
SEI Investments
Pennsylvania
$373K +$373K +8,116 New
DTL
133
Dynamic Technology Lab
Singapore
$363K +$363K +7,900 New
P
134
Pitcairn
Pennsylvania
$361K -$27.3K -595 -7%
Creative Planning
135
Creative Planning
Kansas
$360K -$50.5K -1,100 -12%
Legal & General Group
136
Legal & General Group
United Kingdom
$350K -$1.92K -42 -0.5%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$337K – – –
SWP
138
Strategic Wealth Partners
Ohio
$330K +$330K +7,199 New
Luther King Capital Management (LKCM)
139
Luther King Capital Management (LKCM)
Texas
$329K – – –
ASRS
140
Arizona State Retirement System
Arizona
$326K -$13.2K -288 -4%
ACI
141
AMP Capital Investors
Australia
$323K +$323K +6,910 New
GCP
142
GSA Capital Partners
United Kingdom
$315K +$315K +6,861 New
MAM
143
Martingale Asset Management
Massachusetts
$313K -$437K -9,500 -58%
Principal Financial Group
144
Principal Financial Group
Iowa
$309K +$309K +6,735 New
Wolverine Trading
145
Wolverine Trading
Illinois
$301K +$301K +6,453 New
ProShare Advisors
146
ProShare Advisors
Maryland
$270K +$270K +5,884 New
Simplex Trading
147
Simplex Trading
Illinois
$268K +$128K +2,795 +91%
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$257K -$1.1M -24,115 -81%
KeyBank National Association
149
KeyBank National Association
Ohio
$231K +$231K +5,032 New
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$207K +$14.9K +325 +8%
4 5
6
7 8