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Upland Software
UPLD

Overview Fund Activity

154 hedge funds and large institutions have $842M invested in Upland Software in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
63
Reduced
44
Closed
20
Calls
$31.7M
Puts
$12.4M
Net Calls
+$19.2M
Net Calls Change
-$21.8M

Top Buyers

1
RA
1
Royce & Associates
New York
$80.7M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$13.8M
3
BCA
3
Bernzott Capital Advisors
California
$27.8M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.3M
5
NSCM
5
New South Capital Management
Tennessee
$24.5M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
GEH
2
General Equity Holdings
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
PCP
4
P2 Capital Partners
New York
$39M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$568 – – –
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$82 – – –
CCM
153
Channing Capital Management
Illinois
– -$21M -510,262 Closed
GEH
154
General Equity Holdings
New York
– -$7.11M -172,626 Closed
JAM
155
Jupiter Asset Management
United Kingdom
– -$4.97M -120,886 Closed
Marshall Wace
156
Marshall Wace
United Kingdom
– -$1.5M -36,531 Closed
Balyasny Asset Management
157
Balyasny Asset Management
Illinois
– -$1.09M -26,561 Closed
MWNA
158
Marshall Wace North America
New York
– -$574K -13,949 Closed
CSS
159
Cubist Systematic Strategies
Connecticut
– -$562K -13,653 Closed
Two Sigma Advisers
160
Two Sigma Advisers
New York
– -$552K -13,400 Closed
ClearBridge Investments
161
ClearBridge Investments
New York
– -$467K -11,350 Closed
JF
162
Jump Financial
Illinois
– -$337K -8,173 Closed
ProShare Advisors
163
ProShare Advisors
Maryland
– -$305K -7,420 Closed
AB
164
Amalgamated Bank
New York
– -$222K -5,401 Closed
AIM
165
Axiom Investment Management
New York
– -$218K -5,290 Closed
Squarepoint
166
Squarepoint
New York
– -$216K -5,235 Closed
DFCM
167
Dark Forest Capital Management
Puerto Rico
– -$15K -376 Closed
PHK
168
Point72 Hong Kong
Hong Kong
– -$13K -314 Closed
Fidelity Investments
169
Fidelity Investments
Massachusetts
– -$2K -50 Closed
MCM
170
Manchester Capital Management
Vermont
– -$2K -44 Closed
3 4 5 6
7