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Upland Software
UPLD

Overview Fund Activity

24 hedge funds and large institutions have $7.29M invested in Upland Software in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$291K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$673K
3
Creative Planning
3
Creative Planning
Kansas
$183K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$355K
5
SIM
5
Spark Investment Management
New York
$100K

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$1.94M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$553K
5
SC
5
Skylands Capital
Wisconsin
$705K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$1.94M 274,677 -22,520 -8%
BIT
2
BlackRock Institutional Trust
California
$988K 140,174 -4,161 -3%
SC
3
Skylands Capital
Wisconsin
$705K 100,000 -10,485 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$673K 95,461 +26,000 +37%
SGCA
5
Steel Grove Capital Advisors
Tennessee
$613K 86,911 – –
Morgan Stanley
6
Morgan Stanley
New York
$553K 78,394 -13,847 -15%
Renaissance Technologies
7
Renaissance Technologies
New York
$355K 50,393 +19,994 +66%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$291K 41,300 +41,300 New
Creative Planning
9
Creative Planning
Kansas
$183K 25,960 +25,960 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$170K 24,182 +100 +0.4%
BCM
11
Bridgeway Capital Management
Texas
$155K 22,000 – –
BG
12
BlackRock Group
United Kingdom
$140K 19,822 – –
WP
13
WMS Partners
Maryland
$137K 19,397 -2,154 -10%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$101K 14,268 +2,944 +26%
SIM
15
Spark Investment Management
New York
$100K 14,200 +14,200 New
William Blair & Company
16
William Blair & Company
Illinois
$81K 11,500 -1,625 -12%
BFA
17
BlackRock Fund Advisors
California
$28K 3,907 +3,907 New
BJ
18
BlackRock Japan
Japan
$25K 3,499 -2,075 -37%
BA
19
BlackRock Advisors
Delaware
$16K 2,240 -912 -29%
GGHC
20
Gilder Gagnon Howe & Co
New York
$12K 1,650 – –
Deutsche Bank
21
Deutsche Bank
Germany
$11K 1,687 -1,612 -49%
BIM
22
BlackRock Investment Management
Delaware
$8K 1,197 – –
UBS Group
23
UBS Group
Switzerland
$7K 939 -2,024 -68%
TRCT
24
Tower Research Capital (TRC)
New York
$5K 635 -141 -18%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
– – -234,222 Closed
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