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Upland Software
UPLD

Overview Fund Activity

188 hedge funds and large institutions have $1.07B invested in Upland Software in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
40
Increased
67
Reduced
61
Closed
12
Calls
$84.1M
Puts
$13.4M
Net Calls
+$70.7M
Net Calls Change
+$52.8M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$37.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$25.9M
3
WA
3
Wasatch Advisors
Utah
$49.3M
4
WCM Investment Management
4
WCM Investment Management
California
$9.41M
5
PI
5
Putnam Investments
Massachusetts
$8.35M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$0
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
PCM
3
Portolan Capital Management
Massachusetts
$10.1M
4
GEH
4
General Equity Holdings
New York
$34M
5
SAM
5
Silvercrest Asset Management
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
151
Eaton Vance Management
Massachusetts
$207K +$207K +4,500 New
IB
152
Intrust Bank
Kansas
$204K +$204K +4,437 New
M&T Bank
153
M&T Bank
New York
$202K +$202K +4,405 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$147K +$40.6K +888 +38%
SG Americas Securities
155
SG Americas Securities
New York
$134K +$134K +2,919 New
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$112K +$13.7K +300 +14%
AIP
157
Ameritas Investment Partners
Nebraska
$102K – – –
Canada Life
158
Canada Life
Manitoba, Canada
$81K – – –
US Bancorp
159
US Bancorp
Minnesota
$76K -$29.1K -637 -28%
FMP
160
Financial Management Professionals
Texas
$70K -$2.94K -64 -4%
TRCT
161
Tower Research Capital (TRC)
New York
$69K -$944K -20,688 -93%
PCG
162
Private Capital Group
Connecticut
$56K -$3.28K -72 -6%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$36K -$2.24K -49 -6%
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$34K +$34K +744 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$27K -$240K -5,184 -90%
HNB
166
Huntington National Bank
Ohio
$22K -$415 -9 -2%
PHK
167
Point72 Hong Kong
Hong Kong
$22K +$22K +471 New
CG
168
Cutler Group
California
$19K -$206K -4,500 -92%
SFS
169
Sowell Financial Services
Arkansas
$17K +$1.09K +24 +7%
MIFH
170
Migdal Insurance & Financial Holdings
Israel
$12K -$393K -8,876 -97%
WEC
171
Winslow Evans & Crocker
Massachusetts
$9K – – –
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
CFGS
173
Concourse Financial Group Securities
Alabama
$9K +$3K +65 +50%
FHC
174
First Horizon Corporation
Tennessee
$8K -$2.53K -57 -24%
CTC
175
Central Trust Company
Missouri
$4K +$417 +10 +12%
4 5 6
7
8