UPLD icon

Upland Software
UPLD

Overview Fund Activity

165 hedge funds and large institutions have $606M invested in Upland Software in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
3.58%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
33
Increased
56
Reduced
59
Closed
20
Calls
$17.5M
Puts
$3.9M
Net Calls
+$13.6M
Net Calls Change
+$13.5M

Top Buyers

1
RCMC
1
RK Capital Management (Colorado)
Colorado
$9.16M
2
RA
2
Royce & Associates
New York
$10.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M
4
PCM
4
Portolan Capital Management
Massachusetts
$35.1M
5
OAM
5
Oberweis Asset Management
Illinois
$6.88M

Top Sellers

1
PCM
1
PenderFund Capital Management
British Columbia, Canada
$2.01M
2
LSC
2
Lyon Street Capital
California
$978K
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.02M
4
GIPM
4
G2 Investment Partners Management
New York
$16.8M
5
Millennium Management
5
Millennium Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
176
Dynamic Technology Lab
Singapore
– -$283K -10,441 Closed
Calamos Advisors
177
Calamos Advisors
Illinois
– -$261K -9,620 Closed
AIM
178
Assured Investment Management
New York
– -$37K -1,369 Closed
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
– -$6K -219 Closed
GEA
180
Glen Eagle Advisors
New Jersey
– -$5.44K -200 Closed
IA
181
IFP Advisors
Florida
– -$3K -131 Closed
Ameriprise
182
Ameriprise
Minnesota
– -$3K -111 Closed
ASN
183
Advisory Services Network
Georgia
– -$1K -29 Closed
TRCT
184
Tower Research Capital (TRC)
New York
– -$1K -26 Closed
4 5 6 7
8