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Upland Software
UPLD

Overview Fund Activity

163 hedge funds and large institutions have $692M invested in Upland Software in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 30 closing their positions.

Holders
163
Holders Change
-18
Holders Change %
-9.94%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
21
Increased
60
Reduced
62
Closed
30
Calls
$19.2M
Puts
$9.01M
Net Calls
+$10.2M
Net Calls Change
-$18.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$28.3M
2
WCM
2
Wedge Capital Management
North Carolina
$17.1M
3
RA
3
Royce & Associates
New York
$21.5M
4
RCM
4
Raging Capital Management
New Jersey
$19.4M
5
Comerica Bank
5
Comerica Bank
Texas
$4.72M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
PCM
2
Portolan Capital Management
Massachusetts
$35.6M
3
GIPM
3
G2 Investment Partners Management
New York
$8.89M
4
UBS AM
4
UBS AM
Illinois
$7.51M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
176
Globeflex Capital
California
– – -21,466 Closed
DTL
177
Dynamic Technology Lab
Singapore
– – -14,610 Closed
ARTA
178
A.R.T. Advisors
New York
– – -13,135 Closed
MSL
179
Mackay Shields LLC
New York
– – -12,261 Closed
JG
180
Jefferies Group
New York
– – -10,839 Closed
Wellington Management Group
181
Wellington Management Group
Massachusetts
– – -10,538 Closed
MCMC
182
Matrix Capital Management Company
New Hampshire
– – -10,000 Closed
LI
183
Leap Investments
Illinois
– – -9,600 Closed
Principal Financial Group
184
Principal Financial Group
Iowa
– – -8,969 Closed
GCP
185
GSA Capital Partners
United Kingdom
– – -8,960 Closed
BAM
186
Blueshift Asset Management
New Jersey
– – -8,623 Closed
WCM
187
Weld Capital Management
New York
– – -8,168 Closed
TAM
188
Tocqueville Asset Management
New York
– – -7,275 Closed
SSA
189
Schonfeld Strategic Advisors
New York
– – -6,656 Closed
GT
190
Glenmede Trust
Pennsylvania
– – -1,000 Closed
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
– – -496 Closed
Fidelity Investments
192
Fidelity Investments
Massachusetts
– – -79 Closed
Lazard Asset Management
193
Lazard Asset Management
New York
– – -75 Closed
SM
194
SG3 Management
Puerto Rico
– – – –
CM
195
Caption Management
Oklahoma
– – – –
Walleye Trading
196
Walleye Trading
New York
– – – –
Walleye Capital
197
Walleye Capital
New York
– – – –
PI
198
PEAK6 Investments
Illinois
– – – –
4 5 6 7
8