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Upland Software
UPLD

Overview Fund Activity

181 hedge funds and large institutions have $700M invested in Upland Software in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
35
Increased
75
Reduced
43
Closed
29
Calls
$50.4M
Puts
$21.7M
Net Calls
+$28.7M
Net Calls Change
-$15.4M

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$13.5M
2
WCA
Whetstone Capital Advisors
Kansas
$15.8M
3
GEH
General Equity Holdings
New York
$20.4M
4
GIPM
G2 Investment Partners Management
New York
$16M
5
CU
CDAM (UK)
United Kingdom
$40.2M

Top Sellers

1
TEC
Tiger Eye Capital
Tennessee
$0
2
Morgan Stanley
Morgan Stanley
New York
$895K
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11M
4
PCM
Penserra Capital Management
California
$0
5
DCM
Driehaus Capital Management
Illinois
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$3K +$3K +86 New
Lazard Asset Management
177
Lazard Asset Management
New York
$2K +$2K +75 New
RCAG
178
Rehmann Capital Advisory Group
Michigan
$1.32K – – –
MAM
179
Meeder Asset Management
Ohio
$1K -$103K -2,058 -99%
GT
180
Glenmede Trust
Pennsylvania
$34 – – –
TEC
181
Tiger Eye Capital
Tennessee
– -$18.7M -410,679 Closed
PCM
182
Penserra Capital Management
California
– -$13M -284,777 Closed
ECM
183
Engle Capital Management
Connecticut
– -$8.88M -195,000 Closed
Invesco
184
Invesco
Georgia
– -$7.07M -155,283 Closed
EGM
185
Engineers Gate Manager
New York
– -$2.98M -65,547 Closed
EI
186
EAM Investors
California
– -$2.7M -59,315 Closed
CAM
187
Crown Advisors Management
California
– -$2.28M -50,000 Closed
FSCM
188
First Sabrepoint Capital Management
Texas
– -$1.91M -42,000 Closed
Two Sigma Investments
189
Two Sigma Investments
New York
– -$1.9M -41,779 Closed
Neuberger Berman Group
190
Neuberger Berman Group
New York
– -$1.87M -41,100 Closed
EGI
191
EAM Global Investors
California
– -$1.75M -38,382 Closed
Two Sigma Advisers
192
Two Sigma Advisers
New York
– -$1.6M -35,200 Closed
AIS
193
AlphaOne Investment Services
Pennsylvania
– -$1.23M -26,945 Closed
SEI Investments
194
SEI Investments
Pennsylvania
– -$553K -12,092 Closed
PI
195
PEAK6 Investments
Illinois
– -$422K -9,277 Closed
Prudential Financial
196
Prudential Financial
New Jersey
– -$328K -7,196 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
– -$300K -6,600 Closed
BCM
198
Bayesian Capital Management
New York
– -$240K -5,269 Closed
Axa
199
Axa
France
– -$214K -4,700 Closed
SS
200
Simplicity Solutions
Minnesota
– -$203K -4,456 Closed
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