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269 hedge funds and large institutions have $5.07B invested in Upwork in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $66.6M

35% more capital invested

Capital invested by funds: $3.76B → $5.07B (+$1.3B)

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

1.61% more ownership

Funds ownership: 67.43%69.04% (+1.6%)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 269269 (0)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
269
Holders Change
Holders Change %
0%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
44
Increased
104
Reduced
83
Closed
43
Calls
$96.4M
Puts
$66.6M
Net Calls
+$29.8M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$220K -$66.6K -1,417 -28%
DAS
227
Dynamic Advisor Solutions
Arizona
$204K +$165K +3,500 New
Lazard Asset Management
228
Lazard Asset Management
New York
$174K +$141K +3,000 New
SWM
229
Spire Wealth Management
Virginia
$157K -$28.2K -600 -18%
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$132K +$107K +2,272 New
CIP
231
Convergence Investment Partners
Florida
$126K -$16.5K -352 -14%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K +$11.8K +250 +15%
EL
233
EMFO LLC
Florida
$87K +$70.5K +1,500 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$85K +$45.5K +968 +201%
IA
235
IFP Advisors
Florida
$71K +$45.6K +970 +485%
TWA
236
TCI Wealth Advisors
Arizona
$66K +$8.93K +190 +20%
FPS
237
Fieldpoint Private Securities
Connecticut
$59K
LSA
238
Leonteq Securities AG
Switzerland
$58.3K
SPIA
239
Steward Partners Investment Advisory
New York
$58K -$12.7K -270 -21%
Credit Agricole
240
Credit Agricole
France
$47K
HWM
241
Holloway Wealth Management
Florida
$43K
SFO
242
Standard Family Office
South Dakota
$42K
S
243
SignatureFD
Georgia
$34K +$235 +5 +0.9%
Canada Pension Plan Investment Board
244
Canada Pension Plan Investment Board
Ontario, Canada
$32K -$14M -297,450 -100%
KPCM
245
Kings Point Capital Management
New York
$32K
ME
246
McIlrath & Eck
Washington
$32K +$9.68K +206 +61%
HIA
247
Harbor Investment Advisory
Maryland
$30K
IPW
248
IronBridge Private Wealth
Texas
$30K +$24.3K +518 New
CA
249
Clearstead Advisors
Ohio
$29K
HFM
250
Harvest Fund Management
China
$28K -$74.2K -1,578 -76%

UPWK Hedge Fund Activity: Q2 2021 in Review

269 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q2 2021, worth a combined $5.07B — up 35% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UPWK positions and 43 closed out — a net gain of 1 holder — while 104 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $83.8M sold.

  • 269 institutional investors held Upwork (UPWK) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.07B of Upwork stock for Q2 2021, up 35% quarter-over-quarter.
  • 44 funds opened new Upwork positions in Q2 2021 and 43 closed out, a net change of +1 holder.
  • The largest Upwork buyer in Q2 2021 was T. Rowe Price Associates, an estimated $114M added.
  • The largest Upwork seller in Q2 2021 was Hawk Ridge Capital Management, an estimated $83.8M sold.

Based on aggregated 13F filings for Q2 2021.