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Upwork
UPWK

Overview Fund Activity

277 hedge funds and large institutions have $4.2B invested in Upwork in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
4.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
52
Increased
99
Reduced
82
Closed
41
Calls
$65.9M
Puts
$69.2M
Net Calls
-$3.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$572M
2
XEA
XN Exponent Advisors
New York
$74.4M
3
DCP
Durable Capital Partners
Maryland
$106M
4
BlackRock
BlackRock
New York
$361M
5
EAM
Eagle Asset Management
Florida
$20.2M

Top Sellers

1
CAM
Contour Asset Management
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$59M
3
FAM
Fred Alger Management
New York
$59.2M
4
DCM
Driehaus Capital Management
Illinois
$0
5
Invesco
Invesco
Georgia
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
251
Acadian Asset Management
Massachusetts
$24K +$15.5K +358 +183%
MHR
252
Matthew Hamilton Rosenberg
$24K +$24K +537 New
HIA
253
Harbor Investment Advisory
Maryland
$23K – – –
HFM
254
Harvest Fund Management
China
$22K – – –
CA
255
Clearstead Advisors
Ohio
$16K -$6.86K -150 -30%
IA
256
IFP Advisors
Florida
$10K -$48.5K -970 -83%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.03K +205 +932%
MCM
258
Manchester Capital Management
Vermont
$6K +$6K +133 New
Canada Pension Plan Investment Board
259
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$20.2K -441 -80%
BCA
260
Berman Capital Advisors
Georgia
$4K -$9.47K -225 -70%
TCWM
261
Total Clarity Wealth Management
Illinois
$4K +$4K +78 New
CWP
262
Concord Wealth Partners
Virginia
$3K – – –
GWS
263
Glassman Wealth Services
Virginia
$3K – – –
EBA
264
Eagle Bay Advisors
New York
$2K +$2K +40 New
EI
265
Ellevest Inc
New York
$1K -$67 -1 -6%
APWA
266
Atlas Private Wealth Advisors
New Jersey
$1K – – –
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
NFSG
268
Newbridge Financial Services Group
Florida
$1K +$1K +9 New
IFAM
269
Institutional & Family Asset Management
Colorado
$1K +$1K +15 New
FBT
270
First Bank & Trust
South Dakota
$1K +$1K +20 New
BIA
271
Bell Investment Advisors
California
$1K +$1K +29 New
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$191 – – –
CAM
273
Contour Asset Management
New York
– -$43.3M -742,434 Closed
DCM
274
Driehaus Capital Management
Illinois
– -$27.5M -472,550 Closed
Fuller & Thaler Asset Management
275
Fuller & Thaler Asset Management
California
– -$16.9M -290,255 Closed
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