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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M
4
MCO
MAK Capital One
New York
$15.5M
5
Millennium Management
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.23M
2
Capital International Investors
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
Deutsche Bank
Germany
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Washington Trust
Rhode Island
$227 – – –
CB
227
CNB Bank
Pennsylvania
$182 +$182 +16 New
YAL
228
Your Advocates Ltd
Texas
$114 +$114 +10 New
FCA
229
FinTrust Capital Advisors
South Carolina
$23 – – –
Marshall Wace
230
Marshall Wace
United Kingdom
– -$9.52M -1,019,438 Closed
N
231
Numerai
California
– -$876K -93,827 Closed
FGA
232
Fortis Group Advisors
New Jersey
– -$776K -83,062 Closed
Wellington Management Group
233
Wellington Management Group
Massachusetts
– -$705K -75,471 Closed
Squarepoint
234
Squarepoint
New York
– -$643K -68,878 Closed
Man Group
235
Man Group
United Kingdom
– -$359K -38,414 Closed
MC
236
Maverick Capital
Texas
– -$340K -36,448 Closed
IMC Chicago
237
IMC Chicago
Illinois
– -$295K -31,537 Closed
BC
238
Bridgefront Capital
Texas
– -$196K -20,996 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
239
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$195K -20,867 Closed
VIA
240
Vident Investment Advisory
Georgia
– -$186K -19,944 Closed
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
– -$102K -17,617 Closed
SEC
242
Seven Eight Capital
New York
– -$156K -16,676 Closed
CI
243
Clal Insurance
Israel
– -$149K -15,968 Closed
State of Tennessee, Department of Treasury
244
State of Tennessee, Department of Treasury
Tennessee
– -$147K -15,761 Closed
Holocene Advisors
245
Holocene Advisors
New York
– -$139K -14,932 Closed
Wolverine Trading
246
Wolverine Trading
Illinois
– -$128K -14,165 Closed
GSEP
247
Golden State Equity Partners
California
– -$93.4K -10,000 Closed
M
248
Murchinson
Ontario, Canada
– -$70.1K -7,500 Closed
CWM
249
Compass Wealth Management
Connecticut
– -$3.74K -400 Closed
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
– -$2.57K -275 Closed
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