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Upwork
UPWK

Overview Fund Activity

212 hedge funds and large institutions have $960M invested in Upwork in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-15
Holders Change %
-6.61%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
75
Reduced
68
Closed
46
Calls
$6.97M
Puts
$10.4M
Net Calls
-$3.48M
Net Calls Change
-$2.49M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
AA
Ancient Art
Texas
$54.7M
3
DAM
Dorsey Asset Management
Illinois
$43.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$129M
5
ICM
Invenomic Capital Management
Massachusetts
$21M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Macquarie Group
Macquarie Group
Australia
$0
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
226
Panagora Asset Management
Massachusetts
– -$586K -51,776 Closed
PTC
227
Petrus Trust Company
Texas
– -$313K -27,640 Closed
WG
228
Winton Group
United Kingdom
– -$294K -25,985 Closed
RJT
229
Raymond James Trust
Florida
– -$272K -24,050 Closed
CCIA
230
Campbell & Co Investment Adviser
Maryland
– -$245K -21,646 Closed
FRM
231
Fox Run Management
Connecticut
– -$242K -21,341 Closed
QT
232
Quantamental Technologies
New York
– -$236K -20,819 Closed
Los Angeles Capital Management
233
Los Angeles Capital Management
California
– -$232K -20,524 Closed
BFM
234
Boothbay Fund Management
New York
– -$209K -18,505 Closed
LOAMU
235
Lombard Odier Asset Management (USA)
New York
– -$183K -16,144 Closed
QC
236
Quadrature Capital
United Kingdom
– -$177K -15,684 Closed
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
– -$154K -13,157 Closed
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
– -$149K -13,148 Closed
CC
239
Corton Capital
Ontario, Canada
– -$130K -11,452 Closed
HighTower Advisors
240
HighTower Advisors
Illinois
– -$129K -11,315 Closed
SSA
241
Schonfeld Strategic Advisors
New York
– -$119K -10,500 Closed
CMI
242
Clare Market Investments
Texas
– -$118K -10,380 Closed
PMEF
243
Point72 Middle East FZE
United Arab Emirates
– -$77K -6,806 Closed
WP
244
WealthPLAN Partners
Nebraska
– -$22.6K -2,000 Closed
HIA
245
Harbor Investment Advisory
Maryland
– -$15K -1,323 Closed
IAIM
246
International Assets Investment Management
Florida
– -$14.9K -1,313 Closed
ASN
247
Advisory Services Network
Georgia
– -$8.58K -758 Closed
AAS
248
Ameritas Advisory Services
Nebraska
– -$6.37K -620 Closed
EI
249
Ellevest Inc
New York
– -$6.46K -571 Closed
GWSG
250
GPS Wealth Strategies Group
Colorado
– -$5.66K -500 Closed
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