268 hedge funds and large institutions have $3.76B invested in Upwork in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+35
Holders Change %
+15.02%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
63
Increased
90
Reduced
97
Closed
27
Calls
$112M
Puts
$48.5M
Net Calls
+$63.9M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
226
Harvest Fund Management
China
$93K +$69.8K +1,565 +302%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.6K -$112K -2,503 -60%
AS
228
Altshuler Shaham
Israel
$63K -$8.65K -192 -12%
FPS
229
Fieldpoint Private Securities
Connecticut
$58K
SPIA
230
Steward Partners Investment Advisory
New York
$56.9K -$32.7K -730 -37%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$49K +$49K +1,100 New
TWA
232
TCI Wealth Advisors
Arizona
$42K +$3.85K +86 +10%
Credit Agricole
233
Credit Agricole
France
$36K +$19.6K +440 +119%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$34K +$2.23K +51 +7%
HWM
235
Holloway Wealth Management
Florida
$33K -$25K
SFO
236
Standard Family Office
South Dakota
$33K +$9.81K +216 +42%
OIA
237
Optimum Investment Advisors
Illinois
$31K +$31K +700 New
AWA
238
Arkadios Wealth Advisors
Georgia
$30K
S
239
SignatureFD
Georgia
$26K +$1.57K +35 +6%
KPCM
240
Kings Point Capital Management
New York
$25K +$904 +20 +4%
HIA
241
Harbor Investment Advisory
Maryland
$23K +$23K +520 New
AIC
242
Ameritas Investment Company
Nebraska
$22.4K +$22.4K +500 New
CA
243
Clearstead Advisors
Ohio
$22K
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$22K +$21.5K +472 +4,720%
HI
245
Hudock Inc
Pennsylvania
$21K +$21K +481 New
ME
246
McIlrath & Eck
Washington
$15K +$15K +339 New
BCA
247
Berman Capital Advisors
Georgia
$14K +$11K +249 +372%
SFS
248
Sowell Financial Services
Arkansas
$10K +$3.72K +89 +59%
IA
249
IFP Advisors
Florida
$8K +$4K +100 +100%
HI
250
Harbour Investments
Wisconsin
$7K +$7K +153 New