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Upland Software
UPLD

Overview Fund Activity

165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
33
Increased
56
Reduced
59
Closed
20
Calls
$17.5M
Puts
$3.9M
Net Calls
+$13.6M
Net Calls Change
+$13.5M

Top Buyers

1
RCMC
RK Capital Management (Colorado)
Colorado
$9.16M
2
RA
Royce & Associates
New York
$10.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.1M
4
PCM
Portolan Capital Management
Massachusetts
$35.1M
5
OAM
Oberweis Asset Management
Illinois
$6.88M

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
$2.01M
2
LSC
Lyon Street Capital
California
$978K
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M
4
GIPM
G2 Investment Partners Management
New York
$16.8M
5
Millennium Management
Millennium Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
151
Tyers Asset Management
Texas
$19K +$1.9K +44 +11%
DWA
152
Dorsey Wright & Associates
California
$17K -$17K -408 -50%
YWP
153
YorkBridge Wealth Partners
New York
$14K -$12.3K -284 -47%
GHCM
154
Glen Harbor Capital Management
California
$14K +$1.4K +32 +11%
MAM
155
Meeder Asset Management
Ohio
$13K -$14.4K -332 -53%
Federated Hermes
156
Federated Hermes
Pennsylvania
$13K +$7.65K +186 +143%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13K +300 New
UBS Group
158
UBS Group
Switzerland
$12K -$300K -7,322 -96%
CTC
159
Central Trust Company
Missouri
$11K -$532 -12 -5%
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
SWM
161
SeaCrest Wealth Management
New York
$4K +$4K +100 New
CFGS
162
Concourse Financial Group Securities
Alabama
$3K -$2.97K -85 -50%
RCAG
163
Rehmann Capital Advisory Group
Michigan
$1.61K – – –
MWNA
164
Marshall Wace North America
New York
$1K -$429K -14,172 -100%
SG Americas Securities
165
SG Americas Securities
New York
– -$1.69M -62,290 Closed
American Century Companies
166
American Century Companies
Missouri
– -$1.58M -58,102 Closed
PAM
167
Panagora Asset Management
Massachusetts
– -$1.05M -38,756 Closed
BCM
168
Bluefin Capital Management
New York
– -$858K -31,585 Closed
Group One Trading
169
Group One Trading
Illinois
– -$741K -27,256 Closed
ECM
170
ETrade Capital Management
Virginia
– -$726K -26,703 Closed
HI
171
HBK Investments
Texas
– -$450K -16,542 Closed
PI
172
Putnam Investments
Massachusetts
– -$424K -15,600 Closed
WG
173
Winton Group
United Kingdom
– -$359K -13,213 Closed
AG
174
Algert Global
California
– -$333K -12,240 Closed
MSL
175
Mackay Shields LLC
New York
– -$316K -11,600 Closed
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