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Upland Software
UPLD

Overview Fund Activity

153 hedge funds and large institutions have $373M invested in Upland Software in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
49
Reduced
63
Closed
18
Calls
$1.72M
Puts
$1.63M
Net Calls
+$87K
Net Calls Change
-$2.47M

Top Buyers

1
PCM
1
Portolan Capital Management
Massachusetts
$19.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
RCM
3
Raging Capital Management
New Jersey
$6.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.3M

Top Sellers

1
WCA
1
Whetstone Capital Advisors
Kansas
$914K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$617K
4
BA
4
Boston Advisors
Massachusetts
$2.05M
5
DCM
5
Driehaus Capital Management
Illinois
$9.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$1K +$154 +4 +18%
FGC
152
Financial Gravity Companies
Texas
$1K +$1K +39 New
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$82 -$14.6K -534 -99%
Assenagon Asset Management
154
Assenagon Asset Management
Luxembourg
– -$5.12M -158,476 Closed
AI
155
Axiom Investors
Connecticut
– -$1.95M -60,425 Closed
PWAM
156
Park West Asset Management
California
– -$1.77M -54,775 Closed
SCA
157
Secor Capital Advisors
New York
– -$1.44M -44,475 Closed
AA
158
AlphaMark Advisors
Kentucky
– -$895K -27,715 Closed
Neuberger Berman Group
159
Neuberger Berman Group
New York
– -$695K -21,500 Closed
ARTA
160
A.R.T. Advisors
New York
– -$593K -18,376 Closed
Capital Fund Management (CFM)
161
Capital Fund Management (CFM)
France
– -$352K -10,900 Closed
BCM
162
Bayesian Capital Management
New York
– -$275K -8,523 Closed
MC
163
Menta Capital
California
– -$271K -8,375 Closed
P
164
Pitcairn
Pennsylvania
– -$267K -8,253 Closed
TSS
165
Two Sigma Securities
New York
– -$241K -7,470 Closed
Stifel Financial
166
Stifel Financial
Missouri
– -$212K -6,608 Closed
FIM
167
Freedom Investment Management
Connecticut
– -$237K -6,591 Closed
QT
168
Quantbot Technologies
New York
– -$121K -3,751 Closed
Walleye Trading
169
Walleye Trading
New York
– -$20K -605 Closed
PCM
170
Prelude Capital Management
New York
– -$11K -341 Closed
PHK
171
Point72 Hong Kong
Hong Kong
– -$4K -111 Closed
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