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72 hedge funds and large institutions have $679M invested in Upwork in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.8% more ownership

Funds ownership: 0%35.8% (+36%)

9% more call options, than puts

Call options by funds: $636K | Put options by funds: $581K

Holders
72
Holders Change
+72
Holders Change %
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
Reduced
Closed
Calls
$636K
Puts
$581K
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$93K +$95.4K +5,132 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$93K +$96K +5,161 New
UBS Group
53
UBS Group
Switzerland
$84K +$86.2K +4,637 New
SO
54
STRS Ohio
Ohio
$61K +$63.2K +3,400 New
Citigroup
55
Citigroup
New York
$60K +$61.7K +3,319 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$34K +$34.4K +1,850 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$21K +$21.7K +1,165 New
AIP
58
Ameritas Investment Partners
Nebraska
$19K +$19.5K +1,050 New
AF
59
Advisornet Financial
Minnesota
$18K +$18.6K +1,000 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$14K +$14.9K +800 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$9K +$9.3K +500 New
FANJ
62
Financial Architects (New Jersey)
New Jersey
$9K +$9.3K +500 New
US Bancorp
63
US Bancorp
Minnesota
$9K +$9.3K +500 New
MAM
64
Meeder Asset Management
Ohio
$5K +$4.7K +253 New
CCA
65
Catalyst Capital Advisors
New York
$5K +$5.21K +280 New
ER
66
Enlightenment Research
Florida
$5K +$5.58K +300 New
Simplex Trading
67
Simplex Trading
Illinois
$4K +$4.59K +247 New
PGWM
68
Parisi Gray Wealth Management
New Jersey
$2K +$2.04K +110 New
CG
69
Cutler Group
California
$1K +$1.66K +89 New
PAMU
70
Pictet Asset Management (UK)
United Kingdom
$362 +$372K +20,000 New
LFG
71
Larson Financial Group
Missouri
+$93 +5 New
HI
72
Hudock Inc
Pennsylvania
+$874 +47 New

UPWK Hedge Fund Activity: Q4 2018 in Review

72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q4 2018, worth a combined $679M.

Buyers outnumbered sellers: 72 funds opened new UPWK positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $213M.

  • 72 institutional investors held Upwork (UPWK) as of Q4 2018, up from 0 in Q3 2018.
  • Funds reported $679M of Upwork stock for Q4 2018.
  • 72 funds opened new Upwork positions in Q4 2018 and 0 closed out, a net change of +72 holders.
  • The largest Upwork buyer in Q4 2018 was T. Rowe Price Associates, an estimated $213M added.

Based on aggregated 13F filings for Q4 2018.