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Upland Software
UPLD

Overview Fund Activity

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
35
Increased
75
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$13.5M
2
WCA
Whetstone Capital Advisors
Kansas
$15.8M
3
GEH
General Equity Holdings
New York
$20.4M
4
GIPM
G2 Investment Partners Management
New York
$16M
5
CU
CDAM (UK)
United Kingdom
$40.2M

Top Sellers

1
TEC
Tiger Eye Capital
Tennessee
$0
2
Morgan Stanley
Morgan Stanley
New York
$895K
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11M
4
PCM
Penserra Capital Management
California
$0
5
DCM
Driehaus Capital Management
Illinois
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$70K +$4.4K +126 +7%
AIP
152
Ameritas Investment Partners
Nebraska
$67K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$50K +$18.2K +516 +57%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$49K – – –
US Bancorp
155
US Bancorp
Minnesota
$46K +$27K +770 +143%
AJ
156
Ashburton (Jersey)
Jersey
$44K – – –
PCG
157
Private Capital Group
Connecticut
$39K -$3.09K -89 -7%
CI
158
Cooper Investors
Australia
$35.7K +$35.7K +1,024 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$33K -$4.16K -120 -11%
GWM
160
Geneos Wealth Management
Colorado
$33K – – –
NA
161
Neuburgh Advisers
California
$24K – – –
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$21K +$21K +600 New
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$20K -$6.09K -180 -23%
FCM
164
Flinton Capital Management
Pennsylvania
$20K – – –
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$17K +$17K +496 New
TAM
166
Tyers Asset Management
Texas
$15K – – –
HNB
167
Huntington National Bank
Ohio
$14K -$3.54K -102 -20%
GHCM
168
Glen Harbor Capital Management
California
$11K – – –
FIA
169
FNY Investment Advisers
New York
$10K – – –
WEC
170
Winslow Evans & Crocker
Massachusetts
$8K – – –
CTC
171
Central Trust Company
Missouri
$6K -$387 -12 -6%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
CFB
173
Cullen/Frost Bankers
Texas
$6K +$6K +172 New
SFS
174
Sowell Financial Services
Arkansas
$5K +$5K +146 New
Fidelity Investments
175
Fidelity Investments
Massachusetts
$3K +$1.25K +33 +72%
5 6
7
8 9