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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
BA
276
Ballew Advisors
Mississippi
-$1.87M -40,270 Closed
EI
277
EAM Investors
California
-$1.55M -34,565 Closed
FP
278
Foundry Partners
Minnesota
-$1.52M -33,986 Closed
Tudor Investment Corp
279
Tudor Investment Corp
Connecticut
-$1.52M -33,886 Closed
QC
280
Quadrature Capital
United Kingdom
-$1.29M -28,891 Closed
Simplex Trading
281
Simplex Trading
Illinois
-$1.15M -24,362 Closed
CBT
282
Capital Bank & Trust
California
-$1.03M -22,946 Closed
TI
283
Trexquant Investment
Connecticut
-$825K -18,428 Closed
BAM
284
Blueshift Asset Management
New Jersey
-$716K -15,994 Closed
SM
285
Sciencast Management
New Jersey
-$665K -14,086 Closed
JGC
286
J. Goldman & Co
New York
-$568K -12,685 Closed
IMC Chicago
287
IMC Chicago
Illinois
-$534K -11,369 Closed
GTCM
288
Gyon Technologies Capital Management
New Jersey
-$405K -9,054 Closed
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
-$318K -7,111 Closed
MML Investors Services
290
MML Investors Services
Massachusetts
-$280K -6,248 Closed
YIH
291
Y-Intercept (HK)
Hong Kong
-$244K -5,742 Closed
AC
292
Athanor Capital
New York
-$256K -5,728 Closed
Marshall Wace
293
Marshall Wace
United Kingdom
-$227K -5,074 Closed
EWM
294
Edge Wealth Management
New York
-$224K -5,000 Closed
PC
295
Provenire Capital
Minnesota
-$206K -4,606 Closed
TCM
296
Tuttle Capital Management
Connecticut
-$202K -4,502 Closed
AS
297
Altshuler Shaham
Israel
-$63K -1,399 Closed
WAP
298
Wealthcare Advisory Partners
Pennsylvania
-$49K -1,100 Closed
OIA
299
Optimum Investment Advisors
Illinois
-$31K -700 Closed
AWA
300
Arkadios Wealth Advisors
Georgia
-$30K -690 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.