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Upland Software
UPLD

Overview Fund Activity

131 hedge funds and large institutions have $174M invested in Upland Software in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
48
Reduced
41
Closed
29
Calls
$2.68M
Puts
$1.43M
Net Calls
+$1.25M
Net Calls Change
+$2.51M

Top Buyers

1
HCM
Hodges Capital Management
Texas
$8.66M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.38M
3
HIM
Hillsdale Investment Management
Ontario, Canada
$4.33M
4
AQR Capital Management
AQR Capital Management
Connecticut
$4.08M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$2.22M

Top Sellers

1
PCP
P2 Capital Partners
New York
$0
2
BCA
Bernzott Capital Advisors
California
$0
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$600K
4
WCM
Wedge Capital Management
North Carolina
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$193 -$9.98K -1,396 -98%
CS
127
Credit Suisse
Switzerland
$178 -$122K -17,131 -100%
NA
128
NewEdge Advisors
Louisiana
$128 +$128 +18 New
AIM
129
Anchor Investment Management
South Carolina
$121 – – –
HNB
130
Huntington National Bank
Ohio
$7 – – –
PCP
131
P2 Capital Partners
New York
– -$7.72M -950,000 Closed
BCA
132
Bernzott Capital Advisors
California
– -$4.65M -571,966 Closed
WCM
133
Wedge Capital Management
North Carolina
– -$2.75M -338,495 Closed
Nordea Investment Management
134
Nordea Investment Management
Sweden
– -$1.8M -215,830 Closed
Swiss National Bank
135
Swiss National Bank
Switzerland
– -$543K -66,800 Closed
BFM
136
Boothbay Fund Management
New York
– -$438K -53,901 Closed
JF
137
Jump Financial
Illinois
– -$239K -29,400 Closed
BCM
138
Bluefin Capital Management
New York
– -$229K -28,204 Closed
N
139
Natixis
France
– -$169K -20,391 Closed
YIH
140
Y-Intercept (HK)
Hong Kong
– -$164K -20,195 Closed
XT
141
XTX Topco
Cayman Islands
– -$134K -16,515 Closed
UBS AM
142
UBS AM
Illinois
– -$113K -13,840 Closed
JCG
143
John C. Goff
– -$106K -13,000 Closed
CMF
144
Counterpoint Mutual Funds
California
– -$104K -12,850 Closed
Verition Fund Management
145
Verition Fund Management
Connecticut
– -$89K -10,989 Closed
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
– -$80K -9,850 Closed
Walleye Trading
147
Walleye Trading
New York
– -$79K -9,758 Closed
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
– -$26K -3,213 Closed
US Bancorp
149
US Bancorp
Minnesota
– -$24K -2,983 Closed
Canada Life
150
Canada Life
Manitoba, Canada
– -$14K -1,769 Closed
3 4 5
6
7