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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.9M
2
DSCM
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ICM
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
FGAM
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
TwinBeech Capital
New York
– -$7.85M -527,954 Closed
Marshall Wace
252
Marshall Wace
United Kingdom
– -$7.44M -500,406 Closed
FCM
253
Frontier Capital Management
Massachusetts
– -$6.47M -434,817 Closed
LCM
254
Landscape Capital Management
New Jersey
– -$4.79M -322,414 Closed
JC
255
Jetstream Capital
Tennessee
– -$2.97M -200,000 Closed
PMAM
256
Picton Mahoney Asset Management
Ontario, Canada
– -$2.47M -165,750 Closed
PI
257
PEAK6 Investments
Illinois
– -$2.32M -155,747 Closed
ACM
258
Alight Capital Management
New York
– -$1.34M -90,000 Closed
ACM
259
Aquatic Capital Management
Illinois
– -$1.16M -77,800 Closed
CCS
260
Concentric Capital Strategies
Connecticut
– -$1.1M -74,212 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
261
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$922K -62,000 Closed
AR
262
Advisory Research
Illinois
– -$918K -61,738 Closed
GAM
263
Gotham Asset Management
New York
– -$869K -58,459 Closed
JWM
264
Jessup Wealth Management
Ohio
– -$655K -44,055 Closed
NL
265
NKCFO LLC
Illinois
– -$580K -39,000 Closed
Walleye Trading
266
Walleye Trading
New York
– -$523K -35,149 Closed
N
267
Numerai
California
– -$501K -33,713 Closed
XT
268
XTX Topco
Cayman Islands
– -$474K -31,906 Closed
AWM
269
AE Wealth Management
Kansas
– -$413K -29,343 Closed
M1FG
270
Mach-1 Financial Group
Arkansas
– -$421K -28,315 Closed
CC
271
Centiva Capital
New York
– -$415K -27,931 Closed
Wolverine Trading
272
Wolverine Trading
Illinois
– -$381K -25,597 Closed
Sumitomo Mitsui Trust Group
273
Sumitomo Mitsui Trust Group
Japan
– -$330K -22,192 Closed
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
– -$266K -17,862 Closed
BAM
275
Blueshift Asset Management
New Jersey
– -$251K -16,894 Closed
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