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Upland Software
UPLD

Overview Fund Activity

159 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-17
Holders Change %
-9.66%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
49
Reduced
63
Closed
40
Calls
$47.5M
Puts
$6.53M
Net Calls
+$41M
Net Calls Change
-$13.4M

Top Buyers

1
RA
Royce & Associates
New York
$84.2M
2
BCA
Bernzott Capital Advisors
California
$26.2M
3
WA
Wasatch Advisors
Utah
$67.7M
4
PCP
P2 Capital Partners
New York
$52.5M
5
MFWM
Motley Fool Wealth Management
Virginia
$7.18M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$21M
2
SAM
Silvercrest Asset Management
New York
$0
3
Swedbank
Swedbank
Sweden
$36.3M
4
GEH
General Equity Holdings
New York
$7.11M
5
PCM
Portolan Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
126
Squarepoint
New York
$216K +$216K +5,235 New
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$211K -$180K -4,369 -46%
EVM
128
Eaton Vance Management
Massachusetts
$185K – – –
CG
129
Cutler Group
California
$160K +$160K +3,900 New
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$136K -$90.9K -2,188 -40%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$132K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$91K – – –
Canada Life
133
Canada Life
Manitoba, Canada
$73K – – –
UBS Group
134
UBS Group
Switzerland
$46K -$250K -6,088 -84%
PCG
135
Private Capital Group
Connecticut
$33K -$13K -319 -28%
US Bancorp
136
US Bancorp
Minnesota
$33K +$15.2K +367 +86%
TRCT
137
Tower Research Capital (TRC)
New York
$30K -$30.5K -730 -50%
Macquarie Group
138
Macquarie Group
Australia
$28K – – –
HIIFS
139
Harel Insurance Investments & Financial Services
Israel
$17K -$29.6K -710 -64%
FHC
140
First Horizon Corporation
Tennessee
$15K – – –
DFCM
141
Dark Forest Capital Management
Puerto Rico
$15K +$15K +376 New
PHK
142
Point72 Hong Kong
Hong Kong
$13K +$13K +314 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$11K -$8.92K -210 -45%
Simplex Trading
144
Simplex Trading
Illinois
$11K +$11K +278 New
CFGS
145
Concourse Financial Group Securities
Alabama
$8K +$2K +50 +33%
MIFH
146
Migdal Insurance & Financial Holdings
Israel
$7K -$2.32K -55 -25%
APA
147
American Portfolios Advisors
New York
$2.8K – – –
CTC
148
Central Trust Company
Missouri
$2K -$2.93K -63 -59%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$2K -$120 -3 -6%
S
150
SignatureFD
Georgia
$2K +$2K +41 New
4 5
6
7 8