We are live on ! Find out more

269 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

45% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $66.6M

35% more capital invested

Capital invested by funds: $3.76B → $5.07B (+$1.3B)

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

1.61% more ownership

Funds ownership: 67.43%69.04% (+1.6%)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 269269 (0)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
269
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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$21K -$19.1K -407 -52%
BCA
252
Berman Capital Advisors
Georgia
$18K +$188 +4 +1%
Acadian Asset Management
253
Acadian Asset Management
Massachusetts
$11K -$2.4M -51,017 -100%
EDRH
254
Edmond de Rothschild Holding
Switzerland
$10K +$8.22K +175 New
CQS
255
Credential Qtrade Securities
$7.58K +$6.11K +130 New
PGWM
256
Parisi Gray Wealth Management
New Jersey
$6K +$5.17K +110 New
CWP
257
Concord Wealth Partners
Virginia
$4K
SCA
258
Stonebridge Capital Advisors
Minnesota
$4K
AIG
259
American International Group
New York
$3.81K +$531K +11,293 +21%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$3K
GWS
261
Glassman Wealth Services
Virginia
$3K
Walleye Capital
262
Walleye Capital
New York
$1.08K +$528K +11,234 +153%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$1K
EI
264
Ellevest Inc
New York
$1K +$47 +1 +7%
APWA
265
Atlas Private Wealth Advisors
New Jersey
$1K +$1.18K +25 New
KTC
266
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.18K +25 New
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
$248
HRCM
268
Hawk Ridge Capital Management
California
-$83.8M -1,872,137 Closed
CCM
269
Candlestick Capital Management
Connecticut
-$31.3M -700,000 Closed
GPC
270
Guardian Point Capital
Virginia
-$13.4M -300,000 Closed
TCA
271
Transcend Capital Advisors
New Jersey
-$8.96M -200,159 Closed
TA
272
Tiedemann Advisors
New York
-$4.03M -90,065 Closed
CCM
273
Cohen Capital Management
California
-$3.22M -72,000 Closed
MSL
274
Mackay Shields LLC
New York
-$2.46M -54,838 Closed
TC
275
TwinBeech Capital
New York
-$2.45M -54,709 Closed

UPWK Hedge Fund Activity: Q2 2021 in Review

269 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q2 2021, worth a combined $5.07B — up 35% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UPWK positions and 43 closed out — a net gain of 1 holder — while 104 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $83.8M sold.

  • 269 institutional investors held Upwork (UPWK) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.07B of Upwork stock for Q2 2021, up 35% quarter-over-quarter.
  • 44 funds opened new Upwork positions in Q2 2021 and 43 closed out, a net change of +1 holder.
  • The largest Upwork buyer in Q2 2021 was T. Rowe Price Associates, an estimated $114M added.
  • The largest Upwork seller in Q2 2021 was Hawk Ridge Capital Management, an estimated $83.8M sold.

Based on aggregated 13F filings for Q2 2021.