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Upwork
UPWK

Overview Fund Activity

247 hedge funds and large institutions have $1.11B invested in Upwork in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 43 closing their positions.

Holders
247
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
93
Reduced
77
Closed
43
Calls
$20.3M
Puts
$19.2M
Net Calls
+$1.09M
Net Calls Change
+$3.35M

Top Buyers

1
AA
1
Ancient Art
Texas
$78.9M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$22.4M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22M
4
ICM
4
Invenomic Capital Management
Massachusetts
$22.3M
5
DSCM
5
Divisadero Street Capital Management
Florida
$35.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$9.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.8M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$38.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$5.96K 554 +531 +2,309%
Comerica Bank
227
Comerica Bank
Texas
$3.46K 322 -74,425 -100%
NC
228
nVerses Capital
Florida
$3.23K 300 -12,300 -98%
LC
229
Lindbrook Capital
California
$2.55K 237 +83 +54%
GI
230
GAMMA Investing
California
$2.41K 224 +100 +81%
MG
231
Mather Group
Illinois
$1.84K 150 +150 New
PWMG
232
Private Wealth Management Group
New Jersey
$1.7K 158 – –
FFA
233
Farther Finance Advisors
California
$1.65K 154 +72 +88%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$1.28K 119 +119 New
IA
235
IFP Advisors
Florida
$1.08K 100 – –
IC
236
Innealta Capital
Texas
$1.01K 94 +94 New
BFEC
237
Benjamin F. Edwards & Company
Missouri
$1K 100 -414 -81%
EWA
238
EverSource Wealth Advisors
Alabama
$800 66 +66 New
AF
239
Allworth Financial
California
$721 63 -18 -22%
VCM
240
Versant Capital Management
Arizona
$656 61 – –
RIL
241
Rothschild Investment LLC
Illinois
$538 50 +40 +400%
WT
242
Washington Trust
Rhode Island
$215 20 – –
PCMC
243
Planning Capital Management Corporation
Pennsylvania
$215 20 +20 New
SAM
244
Smartleaf Asset Management
Massachusetts
$169 16 +16 New
IAIM
245
International Assets Investment Management
Florida
$65 6 +6 New
FCA
246
FinTrust Capital Advisors
South Carolina
$22 2 – –
Fuller & Thaler Asset Management
247
Fuller & Thaler Asset Management
California
– – -1,551,375 Closed
Verition Fund Management
248
Verition Fund Management
Connecticut
– – -585,799 Closed
Lord, Abbett & Co
249
Lord, Abbett & Co
New Jersey
– – -467,956 Closed
EP
250
Edgestream Partners
New Jersey
– – -258,131 Closed
8 9
10
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