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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $1.17B invested in Upland Software in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
14
Increased
71
Reduced
66
Closed
23
Calls
$59.4M
Puts
$4.98M
Net Calls
+$54.4M
Net Calls Change
-$16.2M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$52.5M
2
PCP
2
P2 Capital Partners
New York
$50.2M
3
BCA
3
Bernzott Capital Advisors
California
$16.9M
4
WA
4
Wasatch Advisors
Utah
$67M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.3M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$0
2
GEH
2
General Equity Holdings
New York
$18.1M
3
SAM
3
Silvercrest Asset Management
New York
$10.4M
4
WCA
4
Whetstone Capital Advisors
Kansas
$14.3M
5
PM
5
Precept Management
Texas
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Catalyst Capital Advisors
New York
$352K -$42.5K -900 -11%
ASRS
127
Arizona State Retirement System
Arizona
$344K +$9.01K +191 +3%
CSS
128
Cubist Systematic Strategies
Connecticut
$340K -$826K -17,485 -71%
UBS Group
129
UBS Group
Switzerland
$340K -$64.7K -1,372 -16%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$338K – – –
ProShare Advisors
131
ProShare Advisors
Maryland
$335K +$57.4K +1,217 +21%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$331K -$15.1K -319 -4%
KMC
133
Kirr Marbach & Co
Indiana
$326K +$326K +6,900 New
Wellington Management Group
134
Wellington Management Group
Massachusetts
$285K +$285K +6,043 New
PFO
135
Pathstone Family Office
New Jersey
$284K +$284K +6,018 New
M&T Bank
136
M&T Bank
New York
$274K +$66.5K +1,411 +32%
Principal Financial Group
137
Principal Financial Group
Iowa
$267K -$50.3K -1,067 -16%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$258K +$44.3K +937 +21%
KeyBank National Association
139
KeyBank National Association
Ohio
$227K -$10.5K -222 -4%
EVM
140
Eaton Vance Management
Massachusetts
$212K – – –
IB
141
Intrust Bank
Kansas
$210K +$1.27K +27 +0.6%
SG Americas Securities
142
SG Americas Securities
New York
$209K +$71.1K +1,504 +52%
MCM
143
MAI Capital Management
Ohio
$201K +$201K +4,260 New
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$152K – – –
AP
145
Arlington Partners
Alabama
$116K +$116K +2,449 New
HIIFS
146
Harel Insurance Investments & Financial Services
Israel
$115K +$38.5K +374 +50%
AIP
147
Ameritas Investment Partners
Nebraska
$105K – – –
Canada Life
148
Canada Life
Manitoba, Canada
$83K – – –
Walleye Trading
149
Walleye Trading
New York
$78K -$365K -7,713 -82%
Lazard Asset Management
150
Lazard Asset Management
New York
$78K +$78K +1,654 New
4 5
6
7 8