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234 hedge funds and large institutions have $2.24B invested in Upwork in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $22.4M

0.95% more ownership

Funds ownership: 74.7%75.65% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

13% less funds holding

Funds holding: 270234 (-36)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less capital invested

Capital invested by funds: $3.27B → $2.24B (-$1.03B)

52% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 62

Holders
234
Holders Change
-36
Holders Change %
-13.33%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Aigen Investment Management
New York
-$447K -13,484 Closed
PI
252
PFS Investments
Georgia
-$436K -12,777 Closed
FCAG
253
First Capital Advisors Group
New Jersey
-$435K -12,720 Closed
AQR Capital Management
254
AQR Capital Management
Connecticut
-$428K -12,536 Closed
KFA
255
Kelleher Financial Advisors
New York
-$339K -9,950 Closed
IA
256
IndexIQ Advisors
New York
-$322K -9,433 Closed
Franklin Resources
257
Franklin Resources
California
-$285K -8,366 Closed
LHEI
258
Leo H. Evart Inc
California
-$280K -8,193 Closed
HighTower Advisors
259
HighTower Advisors
Illinois
-$276K -8,110 Closed
YIH
260
Y-Intercept (HK)
Hong Kong
-$273K -7,997 Closed
IMRF
261
Illinois Municipal Retirement Fund
Illinois
-$268K -7,854 Closed
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
-$261K -7,640 Closed
PTC
263
Petrus Trust Company
Texas
-$258K -7,550 Closed
OC
264
Oppenheimer & Co
New York
-$253K -7,400 Closed
PAMS
265
Pictet Asset Management (Switzerland)
Switzerland
-$243K -7,109 Closed
TC
266
TownSquare Capital
Utah
-$239K -7,000 Closed
BCA
267
Bay Colony Advisors
Massachusetts
-$237K -6,950 Closed
CAM
268
Cresset Asset Management
Illinois
-$232K -6,816 Closed
PAM
269
Panagora Asset Management
Massachusetts
-$226K -6,630 Closed
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
-$221K -6,483 Closed
SGI
271
Summit Global Investments
Utah
-$219K -6,400 Closed
WP
272
WealthSource Partners
California
-$205K -5,995 Closed
NIPH
273
NN Investment Partners Holdings
Netherlands
-$137K -4,000 Closed
PHK
274
Point72 Hong Kong
Hong Kong
-$105K -3,084 Closed
Pacer Advisors
275
Pacer Advisors
Pennsylvania
-$64K -1,871 Closed