UPLD icon

Upland Software
UPLD

Overview Fund Activity

149 hedge funds and large institutions have $426M invested in Upland Software in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 32 closing their positions.

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
48
Reduced
55
Closed
32
Calls
$16.6M
Puts
$18.1M
Net Calls
-$1.5M
Net Calls Change
-$8.54M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.7M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.45M
3
HCM
3
Hodges Capital Management
Texas
$9.47M
4
GIPM
4
G2 Investment Partners Management
New York
$6.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$5.06M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.87M
2
MAMU
2
Marathon Asset Management (UK)
United Kingdom
$45M
3
RCMC
3
RK Capital Management (Colorado)
Colorado
$0
4
WA
4
Wasatch Advisors
Utah
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$39K – – –
Canada Life
127
Canada Life
Manitoba, Canada
$33K – – –
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$32K -$101K -5,736 -76%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$22K +$22K +1,250 New
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$18K +$18K +1,000 New
GIA
131
GHP Investment Advisors
Colorado
$11K +$11K +653 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$9K -$16.6K -959 -65%
FHA
133
First Horizon Advisors
Tennessee
$6K – – –
S
134
SignatureFD
Georgia
$4K -$24.9K -1,303 -86%
QCG
135
Quadrant Capital Group
Ohio
$4K -$13.5K -835 -77%
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$4K +$1.42K +88 +55%
PHK
137
Point72 Hong Kong
Hong Kong
$4K +$4K +204 New
TWA
138
TCI Wealth Advisors
Arizona
$4K +$4K +223 New
EWA
139
EverSource Wealth Advisors
Alabama
$3K -$1.46K -84 -33%
LC
140
Lindbrook Capital
California
$3K +$3K +170 New
NFSG
141
Newbridge Financial Services Group
Florida
$1K – – –
GWSG
142
GPS Wealth Strategies Group
Colorado
$1K +$1K +39 New
T
143
TCWP
Ohio
$1K +$1K +84 New
APA
144
American Portfolios Advisors
New York
$405 – – –
AIM
145
Anchor Investment Management
South Carolina
$299 – – –
Macquarie Group
146
Macquarie Group
Australia
$12 – – –
RCMC
147
RK Capital Management (Colorado)
Colorado
– -$4.47M -249,300 Closed
WA
148
Wasatch Advisors
Utah
– -$2.95M -164,306 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– -$1.62M -90,437 Closed
EGM
150
Engineers Gate Manager
New York
– -$1.42M -79,098 Closed
4 5
6
7 8