UPWK icon

Upwork
UPWK

Overview Fund Activity

277 hedge funds and large institutions have $4.2B invested in Upwork in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
4.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
52
Increased
99
Reduced
82
Closed
41
Calls
$65.9M
Puts
$69.2M
Net Calls
-$3.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$572M
2
XEA
XN Exponent Advisors
New York
$74.4M
3
DCP
Durable Capital Partners
Maryland
$106M
4
BlackRock
BlackRock
New York
$361M
5
EAM
Eagle Asset Management
Florida
$20.2M

Top Sellers

1
CAM
Contour Asset Management
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$59M
3
FAM
Fred Alger Management
New York
$59.2M
4
DCM
Driehaus Capital Management
Illinois
$0
5
Invesco
Invesco
Georgia
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
226
Provenire Capital
Minnesota
$226K +$226K +5,023 New
HIS
227
Harvest Investment Services
Illinois
$224K +$224K +4,979 New
Amundi
228
Amundi
France
$223K – – –
VPIM
229
Vanguard Personalized Indexing Management
California
$221K +$221K +4,906 New
Ameriprise
230
Ameriprise
Minnesota
$220K +$17.5K +389 +9%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$219K -$2.93K -65 -1%
MSFS
232
Main Street Financial Solutions
Pennsylvania
$219K – – –
CG
233
Cutler Group
California
$204K -$697K -15,484 -77%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$193K -$60.4K -1,341 -24%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$167K +$102K +2,262 +156%
QT
236
Quantbot Technologies
New York
$155K -$1.63M -36,253 -91%
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.8K -$2.48K -55 -3%
SOW
238
State of Wyoming
Wyoming
$70K -$129K -2,864 -65%
FPS
239
Fieldpoint Private Securities
Connecticut
$59K – – –
PA
240
Parallel Advisors
California
$56K -$1.28M -28,515 -96%
SWM
241
Spire Wealth Management
Virginia
$54K -$67.5K -1,500 -56%
TWA
242
TCI Wealth Advisors
Arizona
$54K +$3.45K +77 +7%
SPIA
243
Steward Partners Investment Advisory
New York
$45K – – –
S
244
SignatureFD
Georgia
$41K +$14.5K +321 +55%
Credit Agricole
245
Credit Agricole
France
$36K – – –
HWM
246
Holloway Wealth Management
Florida
$33K -$43K – –
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$33K +$16.6K +378 +102%
BCV
248
Banque Cantonale Vaudoise
Switzerland
$27K +$27K +600 New
ME
249
McIlrath & Eck
Washington
$25K – – –
KPCM
250
Kings Point Capital Management
New York
$25K – – –
8 9
10
11 12