UPWK icon

Upwork
UPWK

Overview Fund Activity

233 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, 80 increasing their positions, 92 reducing their positions, and 62 closing their positions.

Holders
233
Holders Change
-36
Holders Change %
-13.38%
% 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
80
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$61.1M
2
GCP
2
Greenoaks Capital Partners
California
$74.7M
3
JSP
3
Jackson Square Partners
California
$174M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$53.6M
5
AA
5
Ancient Art
Texas
$49.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$141M
2
SCA
2
Southpoint Capital Advisors
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.2M
4
DCP
4
Durable Capital Partners
Maryland
$20.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$54.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
276
TCI Wealth Advisors
Arizona
– – -853 Closed
Simplex Trading
277
Simplex Trading
Illinois
– – -453 Closed
CWP
278
Concord Wealth Partners
Virginia
– – -200 Closed
C
279
Covestor
United Kingdom
$0 17 -136 -89%
Credit Agricole
280
Credit Agricole
France
– – -90 Closed
TCWM
281
Total Clarity Wealth Management
Illinois
– – -78 Closed
MFAM
282
Motley Fool Asset Management
Virginia
– – -74 Closed
WPA
283
West Paces Advisors
Georgia
– – -35 Closed
IFAM
284
Institutional & Family Asset Management
Colorado
– – -15 Closed
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
– – -6 Closed
HNWA
286
Henrickson Nauta Wealth Advisors
Michigan
– – -5 Closed
AF
287
Allworth Financial
California
– – -4 Closed
Group One Trading
288
Group One Trading
Illinois
– – – –
IRC
289
Investors Research Corp
Georgia
$0 2 – –
CAM
290
CenterStar Asset Management
Illinois
– – – –
EW
291
Evoke Wealth
California
$0 4 – –
Parallax Volatility Advisers
292
Parallax Volatility Advisers
California
– – – –
FCA
293
FinTrust Capital Advisors
South Carolina
$0 2 – –
FBT
294
First Bank & Trust
South Dakota
$0 20 – –
CFGS
295
Concourse Financial Group Securities
Alabama
– – – –
EI
296
Ellevest Inc
New York
$0 9 +1 +13%
QCG
297
Quadrant Capital Group
Ohio
$0 6 +6 New
VCM
298
Versant Capital Management
Arizona
$0 8 +8 New
WT
299
Whittier Trust
California
$0 13 +13 New
WT
300
Washington Trust
Rhode Island
$0 20 +20 New
8 9 10 11
12