UPH — UPHEALTH INC
Reported value held$2.65M
Funds holding (latest)18
Sector—
UPH (UPHEALTH INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 18 funds have reported positions historically, with the sum of their latest reported stakes valued at $2.65M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q3 2022 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.72M | $1.45M | 0.00% | Add |
| Renaissance Technologies history | 599.05K | $319.00K | 0.00% | Reduce |
| Geode Capital Management history | 532.87K | $283.00K | 0.00% | Reduce |
| Citadel Advisors history | 194.10K | $103.00K | 0.00% | Reduce |
| BNY Mellon history | 142.24K | $76.00K | 0.00% | Add |
| Northern Trust Corp history | 125.13K | $67.00K | 0.00% | Hold |
| Wells Fargo & Co history | 76.54K | $41.00K | 0.00% | Add |
| Charles Schwab Investment Management history | 28.00K | $15.00K | 0.00% | Hold |
| UBS Group AG history | 18.83K | $10.00K | 0.00% | Add |
| Millennium Management history | 15.79K | $8.00K | 0.00% | Reduce |
| Morgan Stanley history | 12.79K | $7.00K | 0.00% | Reduce |
| Bank of America Corp history | 7.00K | $4.00K | 0.00% | Add |
Q2 2022 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.67M | $1.58M | 0.00% | Hold |
| Renaissance Technologies history | 702.45K | $416.00K | 0.00% | Reduce |
| Geode Capital Management history | 642.32K | $380.00K | 0.00% | Add |
| Citadel Advisors history | 209.90K | $124.00K | 0.00% | Reduce |
| BNY Mellon history | 138.58K | $82.00K | 0.00% | Reduce |
| Northern Trust Corp history | 125.13K | $74.00K | 0.00% | Hold |
| Millennium Management history | 93.13K | $55.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 75.47K | $44.00K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 28.00K | $17.00K | 0.00% | Hold |
| Morgan Stanley history | 23.77K | $14.00K | 0.00% | Reduce |
| UBS Group AG history | 13.50K | $8.00K | 0.00% | Hold |
| Bank of America Corp history | 4 | $0 | — | Reduce |
Q1 2022 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.67M | $3.15M | 0.00% | Add |
| Renaissance Technologies history | 741.42K | $875.00K | 0.00% | Reduce |
| Geode Capital Management history | 622.60K | $734.00K | 0.00% | Hold |
| Millennium Management history | 330.95K | $391.00K | 0.00% | Reduce |
| Citadel Advisors history | 229.50K | $271.00K | 0.00% | Reduce |
| BNY Mellon history | 147.52K | $174.00K | 0.00% | Add |
| Northern Trust Corp history | 125.13K | $148.00K | 0.00% | Hold |
| Wells Fargo & Co history | 75.94K | $91.00K | 0.00% | Hold |
| Balyasny Asset Management history | 31.59K | $37.00K | 0.00% | New |
| Goldman Sachs Group history | 29.20K | $34.00K | 0.00% | New |
| Charles Schwab Investment Management history | 28.00K | $34.00K | 0.00% | Hold |
| Morgan Stanley history | 28.30K | $33.00K | 0.00% | Add |
| Citigroup Inc history | 14.36K | $17.00K | 0.00% | Add |
| UBS Group AG history | 13.50K | $16.00K | 0.00% | Reduce |
| Bank of America Corp history | 8.93K | $11.00K | 0.00% | Add |
Q4 2021 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.51M | $5.62M | 0.00% | New |
| Renaissance Technologies history | 784.11K | $1.76M | 0.00% | Add |
| Geode Capital Management history | 622.60K | $1.39M | 0.00% | New |
| Millennium Management history | 435.67K | $976.00K | 0.00% | Add |
| Citadel Advisors history | 355.60K | $797.00K | 0.00% | Add |
| Northern Trust Corp history | 125.13K | $280.00K | 0.00% | New |
| BNY Mellon history | 105.42K | $236.00K | 0.00% | New |
| Wells Fargo & Co history | 75.93K | $170.00K | 0.00% | Add |
| Marshall Wace history | 70.72K | $158.00K | 0.00% | New |
| Charles Schwab Investment Management history | 28.00K | $63.00K | 0.00% | New |
| UBS Group AG history | 27.55K | $62.00K | 0.00% | New |
| Morgan Stanley history | 21.77K | $49.00K | 0.00% | Add |
| Two Sigma Investments history | 10.61K | $24.00K | 0.00% | New |
| Citigroup Inc history | 2.73K | $6.00K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 731 | $2.00K | 0.00% | Reduce |
| Bank of America Corp history | 158 | $0 | — | Reduce |
Q3 2021 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 326.37K | $1.03M | 0.00% | New |
| Renaissance Technologies history | 153.90K | $486.00K | 0.00% | New |
| Millennium Management history | 77.91K | $246.00K | 0.00% | New |
| Morgan Stanley history | 13.74K | $44.00K | 0.00% | New |
| Bank of America Corp history | 2.80K | $9.00K | 0.00% | New |
| Citigroup Inc history | 2.93K | $9.00K | 0.00% | New |
| JPMorgan Chase & Co history | 1.05K | $3.00K | 0.00% | New |
| Wells Fargo & Co history | 500 | $2.00K | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 18 funds)
| Fund | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|
| Vanguard Group | 2.72M | 2.67M | 2.67M | 2.51M | — |
| Renaissance Technologies | 599.05K | 702.45K | 741.42K | 784.11K | 153.90K |
| Geode Capital Management | 532.87K | 642.32K | 622.60K | 622.60K | — |
| Citadel Advisors | 194.10K | 209.90K | 229.50K | 355.60K | 326.37K |
| BNY Mellon | 142.24K | 138.58K | 147.52K | 105.42K | — |
| Northern Trust Corp | 125.13K | 125.13K | 125.13K | 125.13K | — |
| Wells Fargo & Co | 76.54K | 75.47K | 75.94K | 75.93K | 500 |
| Charles Schwab Investment Management | 28.00K | 28.00K | 28.00K | 28.00K | — |
| UBS Group AG | 18.83K | 13.50K | 13.50K | 27.55K | — |
| Millennium Management | 15.79K | 93.13K | 330.95K | 435.67K | 77.91K |
| Morgan Stanley | 12.79K | 23.77K | 28.30K | 21.77K | 13.74K |
| Bank of America Corp | 7.00K | 4 | 8.93K | 158 | 2.80K |
| JPMorgan Chase & Co | — | — | — | 731 | 1.05K |
| Goldman Sachs Group | — | — | 29.20K | — | — |
| Two Sigma Investments | — | — | — | 10.61K | — |
| Balyasny Asset Management | — | — | 31.59K | — | — |
| Citigroup Inc | — | — | 14.36K | 2.73K | 2.93K |
| Marshall Wace | — | — | — | 70.72K | — |