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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $863M invested in Upland Software in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.3%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
28
Increased
63
Reduced
53
Closed
19
Calls
$38.1M
Puts
$20.2M
Net Calls
+$17.9M
Net Calls Change
+$12.7M

Top Buyers

1
PCP
P2 Capital Partners
New York
$26.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$13.1M
3
IECM
Intrinsic Edge Capital Management
Illinois
$11.9M
4
ACM
Ashford Capital Management
Delaware
$24.7M
5
RA
Royce & Associates
New York
$39.7M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.95M
2
PCM
Portolan Capital Management
Massachusetts
$17.9M
3
ZCM
Ziegler Capital Management
Illinois
$0
4
ACH
ArrowMark Colorado Holdings
Colorado
$9.89M
5
LCG
Lisanti Capital Growth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$11K +$11K +300 New
Fidelity International
152
Fidelity International
Bermuda
$8K +$8K +200 New
FHC
153
First Horizon Corporation
Tennessee
$8K +$8K +237 New
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$7K -$2.17K -59 -24%
WEC
155
Winslow Evans & Crocker
Massachusetts
$7K – – –
ZB
156
Zions Bancorporation
Utah
$6K +$6K +148 New
CFGS
157
Concourse Financial Group Securities
Alabama
$5K +$5K +130 New
CTC
158
Central Trust Company
Missouri
$3K -$3.04K -87 -50%
IA
159
IFP Advisors
Florida
$3K -$1.09K -25 -27%
MAM
160
Meeder Asset Management
Ohio
$2K -$293 -6 -13%
JCM
161
Jacobi Capital Management
Pennsylvania
$2K – – –
APA
162
American Portfolios Advisors
New York
$1.7K +$1.7K +45 New
NFSG
163
Newbridge Financial Services Group
Florida
$1K +$1K +26 New
ZCM
164
Ziegler Capital Management
Illinois
– -$5.01M -144,216 Closed
LCG
165
Lisanti Capital Growth
New York
– -$2.93M -84,145 Closed
NIP
166
Nicholas Investment Partners
California
– -$797K -22,926 Closed
VRS
167
Virginia Retirement Systems
Virginia
– -$716K -20,600 Closed
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
– -$605K -17,393 Closed
Bessemer Group
169
Bessemer Group
New Jersey
– -$572K -16,455 Closed
Jane Street
170
Jane Street
New York
– -$479K -13,779 Closed
SG Americas Securities
171
SG Americas Securities
New York
– -$431K -12,388 Closed
SSA
172
Schonfeld Strategic Advisors
New York
– -$345K -9,912 Closed
Los Angeles Capital Management
173
Los Angeles Capital Management
California
– -$290K -8,330 Closed
HIIFS
174
Harel Insurance Investments & Financial Services
Israel
– -$174K -5,000 Closed
CFG
175
Citizens Financial Group
Rhode Island
– -$71K -2,035 Closed
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