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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $692M invested in Upland Software in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-18
Holders Change %
-9.94%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
21
Increased
60
Reduced
62
Closed
30
Calls
$19.2M
Puts
$9.01M
Net Calls
+$10.2M
Net Calls Change
-$18.5M

Top Buyers

1
WA
Wasatch Advisors
Utah
$28.3M
2
WCM
Wedge Capital Management
North Carolina
$17.1M
3
RA
Royce & Associates
New York
$21.5M
4
RCM
Raging Capital Management
New Jersey
$19.4M
5
Comerica Bank
Comerica Bank
Texas
$4.72M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
2
PCM
Portolan Capital Management
Massachusetts
$35.6M
3
GIPM
G2 Investment Partners Management
New York
$8.89M
4
UBS AM
UBS AM
Illinois
$7.51M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$21K – – –
HNB
152
Huntington National Bank
Ohio
$13K -$931 -27 -7%
FIA
153
FNY Investment Advisers
New York
$10K – – –
WEC
154
Winslow Evans & Crocker
Massachusetts
$8K – – –
CTC
155
Central Trust Company
Missouri
$6K -$451 -13 -7%
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
SFS
157
Sowell Financial Services
Arkansas
$5K – – –
SQA
158
Simon Quick Advisors
New Jersey
$4K +$4K +120 New
IA
159
IFP Advisors
Florida
$3K -$225 -6 -7%
CFGS
160
Concourse Financial Group Securities
Alabama
$3K +$3K +79 New
MAM
161
Meeder Asset Management
Ohio
$1K +$375 +12 +60%
AIM
162
Aigen Investment Management
New York
$1K +$1K +20 New
OPS
163
Orion Portfolio Solutions
Nebraska
$1K +$1K +32 New
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
– -$40.2M -1,152,891 Closed
DCM
165
Driehaus Capital Management
Illinois
– -$5.14M -147,474 Closed
HRCM
166
Hood River Capital Management
Florida
– -$4.47M -128,266 Closed
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$3.52M -101,100 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
– -$3.39M -97,317 Closed
CM
169
Castleark Management
Illinois
– -$3.35M -96,155 Closed
Squarepoint
170
Squarepoint
New York
– -$3.21M -91,987 Closed
CCM
171
Cadence Capital Management
Massachusetts
– -$2.74M -78,647 Closed
PWAM
172
Park West Asset Management
California
– -$1.19M -34,139 Closed
Voloridge Investment Management
173
Voloridge Investment Management
Florida
– -$944K -27,090 Closed
LCAM
174
Lee Capital Asset Management
New York
– -$915K -26,237 Closed
LCG
175
Lisanti Capital Growth
New York
– -$774K -22,215 Closed
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