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Upwork
UPWK

Overview Fund Activity

268 hedge funds and large institutions have $5.07B invested in Upwork in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
–
Holders Change %
0%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
44
Increased
104
Reduced
83
Closed
43
Calls
$96.4M
Puts
$66.6M
Net Calls
+$29.8M
Net Calls Change
-$34.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$569M
2
DCP
Durable Capital Partners
Maryland
$87.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$626M
4
FAM
Fred Alger Management
New York
$117M
5
BlackRock
BlackRock
New York
$437M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
AA
Ancient Art
Texas
$67.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
4
Morgan Stanley
Morgan Stanley
New York
$122M
5
BC
BIT Capital
Germany
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
251
Berman Capital Advisors
Georgia
$18K +$225 +4 +1%
Acadian Asset Management
252
Acadian Asset Management
Massachusetts
$11K -$2.86M -51,017 -100%
EDRH
253
Edmond de Rothschild Holding
Switzerland
$10K +$10K +175 New
CQS
254
Credential Qtrade Securities
$7.58K +$7.58K +130 New
PGWM
255
Parisi Gray Wealth Management
New Jersey
$6K +$6K +110 New
SCA
256
Stonebridge Capital Advisors
Minnesota
$4K – – –
CWP
257
Concord Wealth Partners
Virginia
$4K – – –
AIG
258
American International Group
New York
$3.81K +$658 +11,293 +21%
GWS
259
Glassman Wealth Services
Virginia
$3K – – –
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Walleye Capital
261
Walleye Capital
New York
$1.08K +$655 +11,234 +153%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
EI
263
Ellevest Inc
New York
$1K +$63 +1 +7%
APWA
264
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +25 New
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$1K +$1K +25 New
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$248 – – –
HRCM
267
Hawk Ridge Capital Management
California
– -$83.8M -1,872,137 Closed
CCM
268
Candlestick Capital Management
Connecticut
– -$31.3M -700,000 Closed
GPC
269
Guardian Point Capital
Virginia
– -$13.4M -300,000 Closed
TCA
270
Transcend Capital Advisors
New Jersey
– -$8.96M -200,159 Closed
TA
271
Tiedemann Advisors
New York
– -$4.03M -90,065 Closed
CCM
272
Cohen Capital Management
California
– -$3.22M -72,000 Closed
MSL
273
Mackay Shields LLC
New York
– -$2.46M -54,838 Closed
TC
274
TwinBeech Capital
New York
– -$2.45M -54,709 Closed
BA
275
Ballew Advisors
Mississippi
– -$1.87M -40,270 Closed
9 10
11
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