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Upland Software

176 hedge funds and large institutions have $1.17B invested in Upland Software in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
14
Increased
71
Reduced
66
Closed
23
Calls
$59.4M
Puts
$4.98M
Net Calls
+$54.4M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
151
Financial Management Professionals
Texas
$73K +$1.32K +28 +2%
TRCT
152
Tower Research Capital (TRC)
New York
$68K -$3.06K -65 -4%
PCG
153
Private Capital Group
Connecticut
$53K -$4.65K -99 -8%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$40K -$607K -12,727 -94%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$34K -$3.74K -78 -10%
Macquarie Group
156
Macquarie Group
Australia
$32K +$32K +668 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$22K -$5.3K -113 -19%
US Bancorp
158
US Bancorp
Minnesota
$20K -$57.7K -1,235 -74%
HNB
159
Huntington National Bank
Ohio
$19K -$2.94K -64 -13%
FHC
160
First Horizon Corporation
Tennessee
$17K +$8.62K +185 +103%
SFS
161
Sowell Financial Services
Arkansas
$10K -$5.29K -130 -35%
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$10K -$2.26K -50 -18%
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$9K
CFGS
164
Concourse Financial Group Securities
Alabama
$7K -$2.1K -45 -23%
CTC
165
Central Trust Company
Missouri
$5K +$472 +10 +10%
APA
166
American Portfolios Advisors
New York
$3.21K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$3K
FHA
168
First Horizon Advisors
Tennessee
$2K +$2K +43 New
NFSG
169
Newbridge Financial Services Group
Florida
$1K -$13.5K -27 -93%
VFA
170
Valeo Financial Advisors
Indiana
$1K -$714 -10 -42%
MAM
171
Meeder Asset Management
Ohio
$1K -$111 -2 -10%
QCG
172
Quadrant Capital Group
Ohio
$1K
AIM
173
Anchor Investment Management
South Carolina
$802 +$802 +17 New
AIG
174
American International Group
New York
$731 +$2 +41 +0.3%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$116