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Upland Software
UPLD

Overview Fund Activity

156 hedge funds and large institutions have $441M invested in Upland Software in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 45 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
53
Reduced
39
Closed
45
Calls
$26.2M
Puts
$19.2M
Net Calls
+$7.04M
Net Calls Change
-$12.2M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M
2
Millennium Management
2
Millennium Management
New York
$13.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$7.64M
4
NSCM
4
New South Capital Management
Tennessee
$20.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.23M

Top Sellers

1
CU
1
CDAM (UK)
United Kingdom
$0
2
RA
2
Royce & Associates
New York
$5.33M
3
Swedbank
3
Swedbank
Sweden
$0
4
WA
4
Wasatch Advisors
Utah
$2.95M
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$58K +$36 +2 +0.1%
US Bancorp
127
US Bancorp
Minnesota
$58K +$39.4K +2,186 +212%
AIP
128
Ameritas Investment Partners
Nebraska
$40K – – –
Canada Life
129
Canada Life
Manitoba, Canada
$32K – – –
S
130
SignatureFD
Georgia
$27K +$26.3K +1,472 +3,680%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +1,478 New
CMF
132
Counterpoint Mutual Funds
California
$23K +$23K +1,303 New
QCG
133
Quadrant Capital Group
Ohio
$19K +$19K +1,083 New
DFCM
134
Dark Forest Capital Management
Puerto Rico
$15K +$15K +832 New
TRCT
135
Tower Research Capital (TRC)
New York
$14K -$12.6K -710 -47%
Macquarie Group
136
Macquarie Group
Australia
$12K – – –
NFG
137
Next Financial Group
Texas
$9K – – –
CFGS
138
Concourse Financial Group Securities
Alabama
$8K +$2.13K +114 +36%
FHA
139
First Horizon Advisors
Tennessee
$7K – – –
UB
140
UMB Bank
Missouri
$7K +$7K +371 New
EWA
141
EverSource Wealth Advisors
Alabama
$5K +$5K +257 New
PA
142
Parallel Advisors
California
$4K +$4K +224 New
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$3K -$113 -6 -4%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$2K -$1.92K -127 -49%
MGIM
145
M&G Investment Management
United Kingdom
$1.37K +$1.37K +76,132 New
NFSG
146
Newbridge Financial Services Group
Florida
$1K +$905 +38 +950%
CCM
147
Chilton Capital Management
Texas
$1K +$1K +50 New
CWS
148
Confluence Wealth Services
Pennsylvania
$1K +$1K +66 New
ACM
149
Absolute Capital Management
Pennsylvania
$592 +$592 +33 New
MP
150
McDonald Partners
Ohio
$592 +$592 +33 New
4 5
6
7 8