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Upland Software
UPLD

Overview Fund Activity

151 hedge funds and large institutions have $530M invested in Upland Software in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
59
Reduced
52
Closed
35
Calls
$5.11M
Puts
$7.75M
Net Calls
-$2.64M
Net Calls Change
-$12.8M

Top Buyers

1
NCM
Nantahala Capital Management
Connecticut
$13.9M
2
ACH
ArrowMark Colorado Holdings
Colorado
$12M
3
GIPM
G2 Investment Partners Management
New York
$14.9M
4
WA
Wasatch Advisors
Utah
$27.4M
5
CU
CDAM (UK)
United Kingdom
$39.4M

Top Sellers

1
RCM
Raging Capital Management
New Jersey
$0
2
PM
Pembroke Management
Quebec, Canada
$0
3
BGC
Blue Grotto Capital
Georgia
$0
4
UBS AM
UBS AM
Illinois
$491K
5
Stifel Financial
Stifel Financial
Missouri
$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
151
Jacobi Capital Management
Pennsylvania
$1K +$1K +40 New
FGAM
152
Financial Gravity Asset Management
Texas
$6 -$36K -8 Closed
RCM
153
Raging Capital Management
New Jersey
– -$19.4M -542,213 Closed
PM
154
Pembroke Management
Quebec, Canada
– -$15.8M -442,469 Closed
BGC
155
Blue Grotto Capital
Georgia
– -$10.5M -293,366 Closed
MPAM
156
Monarch Partners Asset Management
Massachusetts
– -$3.86M -108,200 Closed
HW
157
Hancock Whitney
Mississippi
– -$2.14M -60,022 Closed
AP
158
Atlas Principals
North Carolina
– -$1.52M -42,500 Closed
Connor, Clark & Lunn Investment Management (CC&L)
159
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.41M -39,538 Closed
NIP
160
Nicholas Investment Partners
California
– -$1.22M -34,088 Closed
3C
161
361 Capital
Colorado
– -$1.18M -33,087 Closed
LSC
162
Lyon Street Capital
California
– -$1.11M -31,000 Closed
Marshall Wace
163
Marshall Wace
United Kingdom
– -$923K -25,844 Closed
MWNA
164
Marshall Wace North America
New York
– -$911K -25,476 Closed
Parallax Volatility Advisers
165
Parallax Volatility Advisers
California
– -$857K -23,985 Closed
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
– -$427K -11,947 Closed
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
– -$414K -11,598 Closed
Wolverine Trading
168
Wolverine Trading
Illinois
– -$401K -11,067 Closed
OAM
169
Oxford Asset Management
United Kingdom
– -$393K -10,993 Closed
EAM
170
Evanson Asset Management
California
– -$389K -10,887 Closed
IB
171
Intrust Bank
Kansas
– -$351K -9,812 Closed
ECM
172
ExodusPoint Capital Management
New York
– -$341K -9,548 Closed
PP
173
Paloma Partners
Connecticut
– -$305K -8,529 Closed
MSFP
174
Mark Sheptoff Financial Planning
Connecticut
– -$285K -7,975 Closed
Luther King Capital Management (LKCM)
175
Luther King Capital Management (LKCM)
Texas
– -$256K -7,163 Closed
4 5 6
7
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