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Upwork
UPWK

Overview Fund Activity

268 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
Holders
268
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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$569M
2
DCP
Durable Capital Partners
Maryland
$87.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$626M
4
FAM
Fred Alger Management
New York
$117M
5
BlackRock
BlackRock
New York
$437M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
AA
Ancient Art
Texas
$67.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
4
Morgan Stanley
Morgan Stanley
New York
$122M
5
BC
BIT Capital
Germany
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$220K -$86.5K -1,417 -28%
DAS
227
Dynamic Advisor Solutions
Arizona
$204K +$204K +3,500 New
Lazard Asset Management
228
Lazard Asset Management
New York
$174K +$174K +3,000 New
SWM
229
Spire Wealth Management
Virginia
$157K -$34.9K -600 -18%
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$132K +$132K +2,272 New
CIP
231
Convergence Investment Partners
Florida
$126K -$20.5K -352 -14%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K +$14.6K +250 +15%
EL
233
EMFO LLC
Florida
$87K +$87K +1,500 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$85K +$56.7K +968 +201%
IA
235
IFP Advisors
Florida
$71K +$58.9K +970 +485%
TWA
236
TCI Wealth Advisors
Arizona
$66K +$11.1K +190 +20%
FPS
237
Fieldpoint Private Securities
Connecticut
$59K – – –
SPIA
238
Steward Partners Investment Advisory
New York
$58K -$15.7K -270 -21%
Credit Agricole
239
Credit Agricole
France
$47K – – –
HWM
240
Holloway Wealth Management
Florida
$43K -$33K – –
SFO
241
Standard Family Office
South Dakota
$42K – – –
S
242
SignatureFD
Georgia
$34K +$290 +5 +0.9%
Canada Pension Plan Investment Board
243
Canada Pension Plan Investment Board
Ontario, Canada
$32K -$17.3M -297,450 -100%
KPCM
244
Kings Point Capital Management
New York
$32K – – –
ME
245
McIlrath & Eck
Washington
$32K +$12.1K +206 +61%
HIA
246
Harbor Investment Advisory
Maryland
$30K – – –
IPW
247
IronBridge Private Wealth
Texas
$30K +$30K +518 New
CA
248
Clearstead Advisors
Ohio
$29K – – –
HFM
249
Harvest Fund Management
China
$28K -$87.3K -1,578 -76%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$21K -$23K -407 -52%
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