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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
XL
26
XN LP
New York
$20.8M +$22.4M +896,654 New
DCP
27
Durable Capital Partners
Maryland
$20.6M -$23.5M -939,073 -51%
CS
28
Credit Suisse
Switzerland
$20.4M +$2M +79,744 +10%
BC
29
BIT Capital
Germany
$18.8M -$5.87M -234,514 -22%
Renaissance Technologies
30
Renaissance Technologies
New York
$17.4M +$3.95M +157,963 +27%
N
31
Nuveen
North Carolina
$17.2M -$6.11M -244,222 -24%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$16.8M -$7.13M -284,872 -28%
FSCM
33
First Sabrepoint Capital Management
Texas
$11.6M
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11M -$489K -19,560 -4%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$10.4M +$317K +12,651 +3%
Millennium Management
36
Millennium Management
New York
$8.98M +$4.37M +174,598 +82%
IAMH
37
IvyRock Asset Management (HK)
Hong Kong
$8.08M -$253K -10,100 -3%
AACP
38
Advantage Alpha Capital Partners
California
$7.92M +$3.79M +151,584 +80%
ASGS
39
Alpha Square Group S
New York
$7.72M +$8.31M +332,000 New
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$7.55M +$1.51M +60,502 +23%
Citigroup
41
Citigroup
New York
$7.31M -$325K -12,991 -4%
Citadel Advisors
42
Citadel Advisors
Florida
$7.2M -$26.8M -1,071,641 -78%
KLC
43
Kent Lake Capital
Nevada
$6.39M -$3.5M -140,000 -34%
Swiss National Bank
44
Swiss National Bank
Switzerland
$6.34M +$503K +20,100 +8%
RA
45
Royce & Associates
New York
$6.28M -$13.2M -527,941 -66%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$6.25M +$375 +15 +0%
Bank of America
47
Bank of America
North Carolina
$6.16M -$3.7M -147,782 -36%
FAM
48
Fred Alger Management
New York
$6.04M -$32.5K -1,299 -0.5%
SBH
49
Segall Bryant & Hamill
Illinois
$6M +$9.51K +380 +0.1%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$5.96M -$12.6M -503,650 -66%