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Upland Software
UPLD

Overview Fund Activity

176 hedge funds and large institutions have $875M invested in Upland Software in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+11
Holders Change %
+6.67%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
35
Increased
74
Reduced
52
Closed
22
Calls
$60M
Puts
$15.9M
Net Calls
+$44.1M
Net Calls Change
+$30.4M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$52.5M
2
TEC
Tiger Eye Capital
Tennessee
$18.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$31.4M
4
BlackRock
BlackRock
New York
$65.4M
5
ACM
Ashford Capital Management
Delaware
$15.9M

Top Sellers

1
GIPM
G2 Investment Partners Management
New York
$8.31M
2
RCM
Raging Capital Management
New Jersey
$4.76M
3
CM
Castleark Management
Illinois
$4.75M
4
Deutsche Bank
Deutsche Bank
Germany
$1.23M
5
Renaissance Technologies
Renaissance Technologies
New York
$652K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$45K +$45K +1,000 New
PCG
152
Private Capital Group
Connecticut
$42K -$6.68K -193 -14%
TRCT
153
Tower Research Capital (TRC)
New York
$41K +$41K +904 New
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$36K -$13.9K -297 -28%
NA
155
Neuburgh Advisers
California
$31K – – –
AG
156
Aperio Group
California
$28K +$28K +617 New
US Bancorp
157
US Bancorp
Minnesota
$25K -$8.1K -175 -24%
FCM
158
Flinton Capital Management
Pennsylvania
$25K – – –
DWA
159
Dorsey Wright & Associates
California
$25K +$6.25K +136 +33%
HNB
160
Huntington National Bank
Ohio
$23K -$136 -3 -0.6%
TAM
161
Tyers Asset Management
Texas
$20K – – –
GHCM
162
Glen Harbor Capital Management
California
$15K – – –
FIA
163
FNY Investment Advisers
New York
$13K +$13K +300 New
WEC
164
Winslow Evans & Crocker
Massachusetts
$10K +$10K +196 New
CTC
165
Central Trust Company
Missouri
$9K -$2.27K -50 -20%
YWP
166
YorkBridge Wealth Partners
New York
$8K -$5.89K -137 -42%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$7K -$1.7K -39 -20%
TC
168
Truvestments Capital
Florida
$5K +$5K +99 New
Walleye Capital
169
Walleye Capital
New York
$5K +$5K +100 New
CFGS
170
Concourse Financial Group Securities
Alabama
$4K -$354 -7 -8%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$2K +$2K +46 New
RCAG
172
Rehmann Capital Advisory Group
Michigan
$1.73K – – –
MWM
173
Meridian Wealth Management
Kentucky
$228 +$228 +500 New
GT
174
Glenmede Trust
Pennsylvania
$45 +$45 +1,000 New
3C
175
361 Capital
Colorado
– -$2.89M -68,329 Closed
4 5 6
7
8