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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
Royce & Associates
New York
$80.7M
2
MFWM
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$0
2
GEH
General Equity Holdings
New York
$0
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
PCP
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
126
Walleye Trading
New York
$135K -$61.6K -1,837 -31%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$107K – – –
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$104K -$5.66K -169 -5%
AIP
129
Ameritas Investment Partners
Nebraska
$74K – – –
UBS Group
130
UBS Group
Switzerland
$64K +$26.6K +795 +71%
Canada Life
131
Canada Life
Manitoba, Canada
$59K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$50K +$26.1K +782 +109%
US Bancorp
133
US Bancorp
Minnesota
$35K +$8.01K +236 +30%
PCG
134
Private Capital Group
Connecticut
$27K – – –
Macquarie Group
135
Macquarie Group
Australia
$22K – – –
QT
136
Quantbot Technologies
New York
$22K +$22K +669 New
WTC
137
WhitTier Trust Company
Nevada
$21K +$21K +620 New
HIIFS
138
Harel Insurance Investments & Financial Services
Israel
$20K +$6.22K +184 +45%
NFG
139
Next Financial Group
Texas
$18K +$18K +524 New
Simplex Trading
140
Simplex Trading
Illinois
$11K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$11K +$3.99K +114 +57%
FHA
142
First Horizon Advisors
Tennessee
$11K +$11K +345 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$9K – – –
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$6K – – –
GRP
145
Global Retirement Partners
California
$3K +$3K +100 New
APA
146
American Portfolios Advisors
New York
$2.27K – – –
S
147
SignatureFD
Georgia
$1K -$25 -1 -2%
CTC
148
Central Trust Company
Missouri
$1K – – –
MAM
149
Meeder Asset Management
Ohio
$1K – – –
NFSG
150
Newbridge Financial Services Group
Florida
$1K – – –
3 4 5
6
7