UpHealth Ownership 2024 | Who Owns UpHealth Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

28.12%

Insider Ownership

47.01%

Retail Ownership

24.87%

Institutional Holders

28.00

UpHealth Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ARMISTICE CAPITAL, LLC11.23%0.04%1,650,0001,650,000100.00%2,458,500,000Mar 31, 2023
KAYNE ANDERSON CAPITAL ADVISORS LP7.25%0.05%1,065,509--1,587,608,000Mar 31, 2023
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.3.84%0.00%564,069564,069100.00%84,000Mar 31, 2023
VANGUARD GROUP INC1.97%-288,88216,6126.10%430,434,000Mar 31, 2023
LPL FINANCIAL LLC0.96%0.00%141,147-12-0.01%210,309,000Mar 31, 2023
LMR PARTNERS LLP0.48%0.00%70,000--104,300,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.44%0.00%64,1563,8006.30%96,000Mar 31, 2023
MARATHON ASSET MANAGEMENT LP0.34%0.03%50,000--74,500,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC0.34%-49,67620.00%74,017,000Mar 31, 2023
COASTAL BRIDGE ADVISORS, LLC0.27%0.02%40,000--59,600,000Mar 31, 2023
SKAANA MANAGEMENT L.P.0.23%0.02%33,200-19,600-37.12%49,468,000Mar 31, 2023
STATE STREET CORP0.18%-26,021--38,771,000Mar 31, 2023
CAZ INVESTMENTS LP0.14%0.06%20,000-16,626-45.39%30,000Mar 31, 2023
BLAIR WILLIAM & CO/IL0.13%0.00%19,710--29,368,000Mar 31, 2023
COWEN PRIME ADVISORS LLC0.11%0.01%15,584--27,000Mar 31, 2023
BLACKROCK INC.0.11%-15,475--23,058,000Mar 31, 2023
CI PRIVATE WEALTH, LLC0.09%0.00%13,298--19,815,000Mar 31, 2023
NORTHERN TRUST CORP0.09%-12,515--18,647,000Mar 31, 2023
WOLVERINE TRADING, LLC0.07%-10,00010,000100.00%14,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.05%-7,65610.01%11,408,000Mar 31, 2023

UpHealth's largest institutional shareholder is ARMISTICE CAPITAL, LLC, holding 11.23% of the company's total share outstanding, currently valued at $2.46B. The top 10 institutional shareholders own together 27.10% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAZ INVESTMENTS LP0.14%0.06%20,000-16,626-45.39%30,000Mar 31, 2023
KAYNE ANDERSON CAPITAL ADVISORS LP7.25%0.05%1,065,509--1,587,608,000Mar 31, 2023
ARMISTICE CAPITAL, LLC11.23%0.04%1,650,0001,650,000100.00%2,458,500,000Mar 31, 2023
MARATHON ASSET MANAGEMENT LP0.34%0.03%50,000--74,500,000Mar 31, 2023
SKAANA MANAGEMENT L.P.0.23%0.02%33,200-19,600-37.12%49,468,000Mar 31, 2023
COASTAL BRIDGE ADVISORS, LLC0.27%0.02%40,000--59,600,000Mar 31, 2023
COWEN PRIME ADVISORS LLC0.11%0.01%15,584--27,000Mar 31, 2023
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.3.84%0.00%564,069564,069100.00%84,000Mar 31, 2023
LMR PARTNERS LLP0.48%0.00%70,000--104,300,000Mar 31, 2023
FOUNDERS CAPITAL MANAGEMENT0.01%0.00%1,600--2,000Mar 31, 2023
SKYVIEW INVESTMENT ADVISORS, LLC0.01%0.00%1,500--2,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%4,5701,15533.82%7,000Mar 31, 2023
LPL FINANCIAL LLC0.96%0.00%141,147-12-0.01%210,309,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.44%0.00%64,1563,8006.30%96,000Mar 31, 2023
BLAIR WILLIAM & CO/IL0.13%0.00%19,710--29,368,000Mar 31, 2023
CI PRIVATE WEALTH, LLC0.09%0.00%13,298--19,815,000Mar 31, 2023
WOLVERINE TRADING, LLC0.07%-10,00010,000100.00%14,000Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC0.00%-635--946,000Mar 31, 2023
VANGUARD GROUP INC1.97%-288,88216,6126.10%430,434,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC0.34%-49,67620.00%74,017,000Mar 31, 2023

The largest UpHealth shareholder by % of total assets is CAZ INVESTMENTS LP. The company owns 20.00K shares of UpHealth (UPH), representing 0.06% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ARMISTICE CAPITAL, LLC11.23%0.04%1,650,0001,650,000100.00%2,458,500,000Mar 31, 2023
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.3.84%0.00%564,069564,069100.00%84,000Mar 31, 2023
VANGUARD GROUP INC1.97%-288,88216,6126.10%430,434,000Mar 31, 2023
WOLVERINE TRADING, LLC0.07%-10,00010,000100.00%14,000Mar 31, 2023
UBS GROUP AG0.05%-7,4486,098451.70%11,098,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.44%0.00%64,1563,8006.30%96,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%4,5701,15533.82%7,000Mar 31, 2023
ROYAL BANK OF CANADA0.01%-1,529975175.99%2,000,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC0.34%-49,67620.00%74,017,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.05%-7,65610.01%11,408,000Mar 31, 2023
MORGAN STANLEY0.01%-1,775--2,644,000Mar 31, 2023
BLACKROCK INC.0.11%-15,475--23,058,000Mar 31, 2023
HEXAGON CAPITAL PARTNERS LLC--3--4,000Mar 31, 2023
STATE STREET CORP0.18%-26,021--38,771,000Mar 31, 2023
NORTHERN TRUST CORP0.09%-12,515--18,647,000Mar 31, 2023
PARALLEL ADVISORS, LLC0.00%-113--168,000Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC0.00%-635--946,000Mar 31, 2023
CI PRIVATE WEALTH, LLC0.09%0.00%13,298--19,815,000Mar 31, 2023
BLAIR WILLIAM & CO/IL0.13%0.00%19,710--29,368,000Mar 31, 2023
SKYVIEW INVESTMENT ADVISORS, LLC0.01%0.00%1,500--2,000Mar 31, 2023

As of Mar 31 2023, UpHealth's largest institutional buyer is ARMISTICE CAPITAL, LLC. The company purchased 1.65M stocks of UPH, valued at $2.46B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IFP ADVISORS, INC----220,000-100.00%-Mar 31, 2023
IFP ADVISORS, INC----22,000-100.00%-Mar 31, 2023
SKAANA MANAGEMENT L.P.0.23%0.02%33,200-19,600-37.12%49,468,000Mar 31, 2023
CAZ INVESTMENTS LP0.14%0.06%20,000-16,626-45.39%30,000Mar 31, 2023
CITADEL ADVISORS LLC----12,570-100.00%-Mar 31, 2023
SEQUOIA FINANCIAL ADVISORS, LLC----10,000-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,890-100.00%-Mar 31, 2023
EQUITEC PROPRIETARY MARKETS, LLC----1,000-100.00%-Mar 31, 2023
EQUITEC PROPRIETARY MARKETS, LLC----100-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----40-100.00%-Mar 31, 2023
LPL FINANCIAL LLC0.96%0.00%141,147-12-0.01%210,309,000Mar 31, 2023
BANK OF AMERICA CORP /DE/--2-6-75.00%2,000Mar 31, 2023
KAYNE ANDERSON CAPITAL ADVISORS LP7.25%0.05%1,065,509--1,587,608,000Mar 31, 2023
MARATHON ASSET MANAGEMENT LP0.34%0.03%50,000--74,500,000Mar 31, 2023
COASTAL BRIDGE ADVISORS, LLC0.27%0.02%40,000--59,600,000Mar 31, 2023
COWEN PRIME ADVISORS LLC0.11%0.01%15,584--27,000Mar 31, 2023
LMR PARTNERS LLP0.48%0.00%70,000--104,300,000Mar 31, 2023
FOUNDERS CAPITAL MANAGEMENT0.01%0.00%1,600--2,000Mar 31, 2023
SKYVIEW INVESTMENT ADVISORS, LLC0.01%0.00%1,500--2,000Mar 31, 2023
BLAIR WILLIAM & CO/IL0.13%0.00%19,710--29,368,000Mar 31, 2023

As of Mar 31 2023, UpHealth's biggest institutional seller is IFP ADVISORS, INC. The company sold -0.22M shares of UPH, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ARMISTICE CAPITAL, LLC11.23%0.04%1,650,0001,650,000100.00%2,458,500,000Mar 31, 2023
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.3.84%0.00%564,069564,069100.00%84,000Mar 31, 2023
WOLVERINE TRADING, LLC0.07%-10,00010,000100.00%14,000Mar 31, 2023

UpHealth's largest new institutional shareholder by number of shares is ARMISTICE CAPITAL, LLC, purchased 1.65M shares, valued at $2.46B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IFP ADVISORS, INC----220,000-100.00%-Mar 31, 2023
IFP ADVISORS, INC----22,000-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----12,570-100.00%-Mar 31, 2023
SEQUOIA FINANCIAL ADVISORS, LLC----10,000-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----1,890-100.00%-Mar 31, 2023
EQUITEC PROPRIETARY MARKETS, LLC----1,000-100.00%-Mar 31, 2023
EQUITEC PROPRIETARY MARKETS, LLC----100-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----40-100.00%-Mar 31, 2023

UpHealth's largest sold out institutional shareholder by shares sold is IFP ADVISORS, INC, sold -0.22M shares, valued at -, as of undefined.

UpHealth Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Intrepid Capital Management Funds Trust0.28%3,250,000--Dec 31, 2023
World Funds Trust0.13%71,250--Jan 31, 2024
ARBITRAGE FUNDS0.01%57,313--Feb 29, 2024
AltShares Trust0.01%1,176--Feb 29, 2024
Brinker Capital Destinations Trust0.01%400,00010,5462.71%Feb 29, 2024
VANGUARD INDEX FUNDS0.01%2,648,053--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%438,302--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%40,323--Dec 31, 2023
SCHWAB CAPITAL TRUST0.00%28,000--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%285,319--Dec 31, 2023
TRUST FOR PROFESSIONAL MANAGERS0.00%133,414--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%4,245--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%59,298--Feb 29, 2024
LITMAN GREGORY FUNDS TRUST0.00%20,451--Dec 31, 2023
Brinker Capital Destinations Trust0.00%10,546--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%4,033--Dec 31, 2023
WisdomTree Trust0.00%111,938--Feb 29, 2024
LITMAN GREGORY FUNDS TRUST0.00%2,045--Dec 31, 2023
SPDR SERIES TRUST0.00%351,692--Dec 31, 2023

UpHealth's largest mutual fund holder by % of total assets is "Intrepid Capital Management Funds Trust", owning 3.25M shares, compromising 0.28% of its total assets.

UpHealth Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2328-6.67%
31 Dec, 2230-33.33%
30 Sep, 2245-8.16%
30 Jun, 2249-25.76%
31 Mar, 2266-5.71%
31 Dec, 2170112.12%
30 Sep, 2133-
30 Jun, 2133-
31 Mar, 21--
31 Dec, 20--

As of 31 Mar 23, 28 institutions are holding UpHealth's shares, representing a decrease of -6.67% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 234,132,87391.43%
31 Dec, 222,158,94546.51%
30 Sep, 221,473,5490.27%
30 Jun, 221,469,553-19.93%
31 Mar, 221,835,225-2.70%
31 Dec, 211,886,128133.65%
30 Sep, 21807,240-14.23%
30 Jun, 21941,116-
31 Mar, 21--
31 Dec, 20--

UpHealth (UPH) has 4.13M shares outstanding as of 31 Mar 23, up 91.43% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2328.12%-71.88%
31 Dec, 22100.00%881.47%
30 Sep, 2210.19%-89.81%
30 Jun, 22100.00%-
31 Mar, 22100.00%-
31 Dec, 21100.00%1066.56%
30 Sep, 218.57%-91.43%
30 Jun, 21100.00%-
31 Mar, 21--
31 Dec, 20--

As of 31 Mar 23, UpHealth is held by 28.12% institutional shareholders, representing a -71.88% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 237600.00%
31 Dec, 221-87.50%
30 Sep, 228-20.00%
30 Jun, 2210-37.50%
31 Mar, 22166.67%
31 Dec, 2115275.00%
30 Sep, 214-
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--

7 institutional shareholders have increased their position in UPH stock as of 31 Mar 23 compared to 1 in the previous quarter (a 600.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 233-
31 Dec, 22--100.00%
30 Sep, 2212-25.00%
30 Jun, 221614.29%
31 Mar, 2214133.33%
31 Dec, 216-14.29%
30 Sep, 217-
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--

3 institutional shareholders have reduced their position in UPH stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2328-6.67%4,132,87391.43%28.12%-71.88%7600.00%3-
31 Dec, 2230-33.33%2,158,94546.51%100.00%881.47%1-87.50%--100.00%
30 Sep, 2245-8.16%1,473,5490.27%10.19%-89.81%8-20.00%12-25.00%
30 Jun, 2249-25.76%1,469,553-19.93%100.00%-10-37.50%1614.29%
31 Mar, 2266-5.71%1,835,225-2.70%100.00%-166.67%14133.33%
31 Dec, 2170112.12%1,886,128133.65%100.00%1066.56%15275.00%6-14.29%
30 Sep, 2133-807,240-14.23%8.57%-91.43%4-7-
30 Jun, 2133-941,116-100.00%-----
31 Mar, 21----------
31 Dec, 20----------

UpHealth Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 22, 2023Katz Avi Sdirector-S-SaleSell280$0.40$112.0013,886

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 28, 2023Beck Martin S Aofficer Chief Executive OfficerF-InKindSell701$0.61$427.6137,092
Nov 22, 2023Katz Avi Sdirector-S-SaleSell280$0.40$112.0013,886
Oct 19, 2023Jennings Jay Walterofficer Chief Financial OfficerSell---26,030
Oct 19, 2023Jennings Jay Walterofficer Chief Financial OfficerSell2,922---
Oct 11, 2023Beck Martin S Aofficer Chief Executive OfficerF-InKindSell701$1.33$932.3337,793
Jun 06, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell1,479$1.74$2.57K39,627
Jun 06, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell1,133$1.52$1.72K38,494
Mar 15, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell976$1.76$1.72K41,106
Feb 07, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell545$2.65$1.44K42,082
Nov 03, 2022Beck Martin S Aofficer Chief Financial OfficerF-InKindSell4,468$0.53$2.35K426,271

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 15, 2024Beck Martin S Adirector, officer Chief Executive OfficerA-AwardBuy1,300,000$0.39$500.50K1,300,000
Nov 28, 2023Beck Martin S Aofficer Chief Executive OfficerF-InKindSell701$0.61$427.6137,092
Nov 22, 2023Katz Avi Sdirector-S-SaleSell280$0.40$112.0013,886
Oct 19, 2023Jennings Jay Walterofficer Chief Financial OfficerSell---26,030
Oct 19, 2023Jennings Jay Walterofficer Chief Financial OfficerSell2,922---
Oct 11, 2023Beck Martin S Aofficer Chief Executive OfficerF-InKindSell701$1.33$932.3337,793
Jun 06, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell1,479$1.74$2.57K39,627
Jun 06, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell1,133$1.52$1.72K38,494
Mar 15, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell976$1.76$1.72K41,106
Feb 07, 2023Beck Martin S Aofficer Chief Financial OfficerF-InKindSell545$2.65$1.44K42,082
Jan 11, 2023Meckey Samuelofficer Chief Executive OfficerA-AwardBuy430,000--430,000
Jan 03, 2023Balakrishnan Rameshofficer-Buy----
Dec 19, 2022GUINAN MARKdirector-A-AwardBuy60,606--60,606
Dec 19, 2022MACHUCA LUISdirector-A-AwardBuy60,606--60,606
Dec 05, 2022MACHUCA LUIS--Buy----
Dec 05, 2022MACHUCA LUISdirector Buy----
Dec 05, 2022GUINAN MARKdirector Buy----
Dec 05, 2022GUINAN MARK--Buy----
Dec 05, 2022Miotto Neildirector Buy----
Nov 03, 2022Beck Martin S Aofficer Chief Financial OfficerF-InKindSell4,468$0.53$2.35K426,271

The last insider sell of UpHealth's stock was made by Beck Martin S A on Nov 28 2023, selling 701 shares at $0.61 per share (valued at $427.61).

UpHealth Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20241--
Q4 2023-8-
Q3 2023-2-
Q2 2023-4-
Q1 20232450.00%
Q4 202244100.00%
Q3 20221714.29%
Q2 20221147.14%
Q1 20221425.00%
Q4 20212212200.00%
Q3 20211211200.00%
Q2 2021173566.67%
Q4 2020-7-
Q3 2019-1-
Q2 20191311300.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by UpHealth's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023-2-
Q3 2023---
Q2 2023---
Q1 2023---
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022---
Q4 20214--
Q3 2021-1-
Q2 2021---
Q4 2020-7-
Q3 2019---
Q2 201913--

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of UpHealth's stocks.

UpHealth Peer Ownership


TickerCompany
ATIPATI Physical Therapy, Inc.
ENSCEnsysce Biosciences, Inc.
FEMYFemasys Inc.
SHCRSharecare, Inc.

UPH Ownership FAQ


UpHealth is owned by institutional shareholders (28.12%), insiders (47.01%), and public (24.87%). The largest institutional shareholder of UpHealth is ARMISTICE CAPITAL, LLC (11.23% of total shares) and the top mutual fund owner is Intrepid Capital Management Funds Trust (0.28% of total shares).

UpHealth's major institutional shareholders are ARMISTICE CAPITAL, LLC, KAYNE ANDERSON CAPITAL ADVISORS LP, GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P., VANGUARD GROUP INC, and LPL FINANCIAL LLC. The top five shareholders own together 25.24% of the company's share outstanding.

As of Mar 2023, there are 28 institutional shareholders of UpHealth.

ARMISTICE CAPITAL, LLC owns 1.65M shares of UpHealth, representing 11.23% of the company's total shares outstanding, valued at $2.46B (as of Mar 2023).

As of Mar 2023, KAYNE ANDERSON CAPITAL ADVISORS LP holds 1.07M shares of UpHealth (UPH), compromising 7.25% of the company, valued at $1.59B.

GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P is the third largest holder of UpHealth. The company owns 564.07K of the company's shares outstanding (worth $84K).