UPLD icon

Upland Software
UPLD

Overview Fund Activity

159 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-17
Holders Change %
-9.66%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
49
Reduced
63
Closed
40
Calls
$47.5M
Puts
$6.53M
Net Calls
+$41M
Net Calls Change
-$13.4M

Top Buyers

1
RA
Royce & Associates
New York
$84.2M
2
BCA
Bernzott Capital Advisors
California
$26.2M
3
WA
Wasatch Advisors
Utah
$67.7M
4
PCP
P2 Capital Partners
New York
$52.5M
5
MFWM
Motley Fool Wealth Management
Virginia
$7.18M

Top Sellers

1
CCM
Channing Capital Management
Illinois
$21M
2
SAM
Silvercrest Asset Management
New York
$0
3
Swedbank
Swedbank
Sweden
$36.3M
4
GEH
General Equity Holdings
New York
$7.11M
5
PCM
Portolan Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
176
AMP Capital Investors
Australia
– -$387K -8,210 Closed
P
177
Pitcairn
Pennsylvania
– -$374K -7,928 Closed
Creative Planning
178
Creative Planning
Kansas
– -$371K -7,868 Closed
SEI Investments
179
SEI Investments
Pennsylvania
– -$359K -7,616 Closed
CCA
180
Catalyst Capital Advisors
New York
– -$352K -7,460 Closed
Wellington Management Group
181
Wellington Management Group
Massachusetts
– -$285K -6,043 Closed
Principal Financial Group
182
Principal Financial Group
Iowa
– -$267K -5,668 Closed
KeyBank National Association
183
KeyBank National Association
Ohio
– -$227K -4,810 Closed
IB
184
Intrust Bank
Kansas
– -$210K -4,464 Closed
SG Americas Securities
185
SG Americas Securities
New York
– -$209K -4,423 Closed
MCM
186
MAI Capital Management
Ohio
– -$201K -4,260 Closed
AP
187
Arlington Partners
Alabama
– -$116K -2,449 Closed
Lazard Asset Management
188
Lazard Asset Management
New York
– -$78K -1,654 Closed
FMP
189
Financial Management Professionals
Texas
– -$73K -1,553 Closed
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
– -$34K -710 Closed
HNB
191
Huntington National Bank
Ohio
– -$19K -413 Closed
SFS
192
Sowell Financial Services
Arkansas
– -$10K -246 Closed
FMII
193
Farmers & Merchants Investments Inc
Nebraska
– -$9K -190 Closed
FHA
194
First Horizon Advisors
Tennessee
– -$2K -43 Closed
VFA
195
Valeo Financial Advisors
Indiana
– -$1K -14 Closed
4 5 6 7
8