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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.9M
2
DSCM
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ICM
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
FGAM
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$8.82K -$1.13K -92 -11%
CA
227
Clearstead Advisors
Ohio
$8.5K +$4.62K +383 +119%
MIM
228
Macroview Investment Management
Maryland
$7.61K +$1.61K +131 +27%
BCV
229
Banque Cantonale Vaudoise
Switzerland
$7K – – –
BFEC
230
Benjamin F. Edwards & Company
Missouri
$6K -$4.09K -350 -41%
HFS
231
Hantz Financial Services
Michigan
$2K – – –
PWMG
232
Private Wealth Management Group
New Jersey
$1.94K – – –
LC
233
Lindbrook Capital
California
$1.89K -$8.44K -688 -82%
GI
234
GAMMA Investing
California
$1.52K – – –
ME
235
McIlrath & Eck
Washington
$1.26K – – –
IA
236
IFP Advisors
Florida
$1.23K – – –
PA
237
Parallel Advisors
California
$1.12K – – –
GC
238
Globeflex Capital
California
$1.03K – – –
FFA
239
Farther Finance Advisors
California
$1K -$61 -5 -6%
AF
240
Allworth Financial
California
$994 +$221 +18 +29%
VCM
241
Versant Capital Management
Arizona
$748 – – –
AWM
242
Avior Wealth Management
Nebraska
$306 +$306 +25 New
GRP
243
Global Retirement Partners
California
$282 – – –
EC
244
Elequin Capital
New York
$282 +$282 +23 New
WT
245
Washington Trust
Rhode Island
$245 – – –
RIL
246
Rothschild Investment LLC
Illinois
$123 +$123 +10 New
FCA
247
FinTrust Capital Advisors
South Carolina
$25 – – –
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
– -$19.1M -1,283,227 Closed
FSCM
249
First Sabrepoint Capital Management
Texas
– -$11.2M -750,000 Closed
KLC
250
Kent Lake Capital
Nevada
– -$8.92M -600,000 Closed
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