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Upland Software
UPLD

Overview Fund Activity

156 hedge funds and large institutions have $441M invested in Upland Software in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
53
Reduced
39
Closed
45
Calls
$26.2M
Puts
$19.2M
Net Calls
+$7.04M
Net Calls Change
-$12.2M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$50.4M
2
Millennium Management
2
Millennium Management
New York
$13.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$7.64M
4
NSCM
4
New South Capital Management
Tennessee
$20.2M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.23M

Top Sellers

1
CU
1
CDAM (UK)
United Kingdom
$0
2
RA
2
Royce & Associates
New York
$5.33M
3
Swedbank
3
Swedbank
Sweden
$0
4
WA
4
Wasatch Advisors
Utah
$2.95M
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$413 -$808 -45 -66%
AIM
152
Anchor Investment Management
South Carolina
$305 – – –
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$277 +$4 +245 +2%
CU
154
CDAM (UK)
United Kingdom
– -$55.1M -1,648,887 Closed
Swedbank
155
Swedbank
Sweden
– -$26.8M -802,200 Closed
ACM
156
Ashford Capital Management
Delaware
– -$16M -478,696 Closed
CI Investments Inc
157
CI Investments Inc
Ontario, Canada
– -$14.3M -428,282 Closed
AAP
158
Ardsley Advisory Partners
Connecticut
– -$8.56M -256,000 Closed
WCA
159
Whetstone Capital Advisors
Kansas
– -$7.61M -227,518 Closed
ORI
160
Oak Ridge Investments
Illinois
– -$4.59M -137,292 Closed
1CM
161
1492 Capital Management
Wisconsin
– -$4.33M -129,574 Closed
TCM
162
Thames Capital Management
New Jersey
– -$4.21M -125,828 Closed
HighTower Advisors
163
HighTower Advisors
Illinois
– -$2.27M -67,904 Closed
HT
164
HighTower Trust
Texas
– -$2.26M -67,576 Closed
LPL Financial
165
LPL Financial
California
– -$1.35M -40,244 Closed
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
– -$1.33M -37,969 Closed
PM
167
Precept Management
Texas
– -$1.16M -34,820 Closed
MAM
168
Martingale Asset Management
Massachusetts
– -$930K -27,773 Closed
BMSSC
169
B. Metzler seel. Sohn & Co
Germany
– -$880K -26,310 Closed
MAG
170
Millrace Asset Group
Pennsylvania
– -$772K -23,087 Closed
SWP
171
Strategic Wealth Partners
Ohio
– -$616K -18,425 Closed
RJFSA
172
Raymond James Financial Services Advisors
Florida
– -$524K -15,670 Closed
Connor, Clark & Lunn Investment Management (CC&L)
173
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$465K -13,898 Closed
ACM
174
AlphaCrest Capital Management
New York
– -$426K -12,726 Closed
First Trust Advisors
175
First Trust Advisors
Illinois
– -$417K -12,484 Closed
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7
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