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Upwork
UPWK

Overview Fund Activity

181 hedge funds and large institutions have $1.33B invested in Upwork in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
45
Increased
58
Reduced
55
Closed
27
Calls
$23.1M
Puts
$11.5M
Net Calls
+$11.6M
Net Calls Change
+$4.72M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$43.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$94.1M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$65.6M
4
CI
Clal Insurance
Israel
$20.5M
5
KCM
Kornitzer Capital Management
Kansas
$25.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$64.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$426K
3
Goldman Sachs
Goldman Sachs
New York
$3.26M
4
Deutsche Bank
Deutsche Bank
Germany
$1.38M
5
MIOT
Massachusetts Institute of Technology
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$10.5M -$4.06M -232,837 -28%
RA
27
Royce & Associates
New York
$10.4M – – –
Morgan Stanley
28
Morgan Stanley
New York
$10.2M -$2.62M -150,425 -20%
Charles Schwab
29
Charles Schwab
California
$10.2M +$1.53M +87,664 +18%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$9.73M +$1.34M +76,721 +16%
PC
31
Pier Capital
Connecticut
$9.27M +$9.27M +531,517 New
PI
32
PEAK6 Investments
Illinois
$7.99M +$2.67M +153,083 +50%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$7.36M +$2.99M +171,241 +68%
Citadel Advisors
34
Citadel Advisors
Florida
$7.02M +$6.51M +373,349 +1,293%
OAM
35
Oberweis Asset Management
Illinois
$6.99M +$6.99M +400,500 New
PCM
36
Penn Capital Management
Pennsylvania
$6.98M +$3.42M +195,736 +96%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$6.69M +$214K +12,259 +3%
Hudson Bay Capital Management
38
Hudson Bay Capital Management
Connecticut
$6.54M +$3.05M +175,000 +88%
PFM
39
Premier Fund Managers
United Kingdom
$5.55M +$5.55M +324,135 New
FPA
40
First Pacific Advisors
California
$5.53M -$324K -18,600 -6%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$5.2M -$37.6K -2,158 -0.7%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$5.02M +$5.02M +288,014 New
BC
43
BIT Capital
Germany
$4.94M +$4.94M +283,000 New
LCM
44
Landscape Capital Management
New Jersey
$4.92M +$4.23M +242,619 +614%
SBH
45
Segall Bryant & Hamill
Illinois
$4.71M +$3.42M +196,271 +265%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$4.61M +$2.78M +159,370 +152%
EDRH
47
Edmond de Rothschild Holding
Switzerland
$4.21M -$4.07M -233,438 -49%
PP
48
PDT Partners
New York
$3.97M -$454K -26,033 -10%
AACP
49
Advantage Alpha Capital Partners
California
$3.92M -$46.8K -2,685 -1%
Wells Fargo
50
Wells Fargo
California
$3.71M -$44.6K -2,555 -1%
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