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233 hedge funds and large institutions have $2.84B invested in Upwork in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 23

168% more call options, than puts

Call options by funds: $98.7M | Put options by funds: $36.8M

113% more capital invested

Capital invested by funds: $1.33B → $2.84B (+$1.51B)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

29% more funds holding

Funds holding: 181233 (+52)

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

3.61% more ownership

Funds ownership: 63.82%67.43% (+3.6%)

Holders
233
Holders Change
+52
Holders Change %
+28.73%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
78
Increased
71
Reduced
63
Closed
23
Calls
$98.7M
Puts
$36.8M
Net Calls
+$61.9M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$6.93M -$165K -5,775 -3%
Man Group
52
Man Group
United Kingdom
$6.92M +$5.73M +200,433 New
Vontobel Holding
53
Vontobel Holding
Switzerland
$6.73M +$3.61M +126,173 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.7M +$5.44M +190,100 +4,753%
HCM
55
Harspring Capital Management
New York
$6.56M +$4M +140,000 +280%
Swiss National Bank
56
Swiss National Bank
Switzerland
$6.1M +$206K +7,200 +4%
PCM
57
Penn Capital Management
Pennsylvania
$6.04M -$6.42M -224,615 -56%
Invesco
58
Invesco
Georgia
$5.57M +$3.9M +136,223 +546%
Bank of America
59
Bank of America
North Carolina
$5.39M -$763K -26,696 -15%
KA
60
Kerrisdale Advisers
Florida
$5.34M -$15.5M -543,604 -78%
MOACM
61
Mutual of America Capital Management
New York
$5.17M -$90.1K -3,150 -2%
AACP
62
Advantage Alpha Capital Partners
California
$5.08M -$2.21M -77,375 -34%
PPA
63
Parametric Portfolio Associates
Washington
$5.06M +$2.16M +75,431 +106%
CSS
64
Cubist Systematic Strategies
Connecticut
$4.84M +$4.01M +140,346 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.84M
GCP
66
Greenoaks Capital Partners
California
$4.83M +$4M +140,000 New
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$4.65M +$11.2K +392 +0.3%
AllianceBernstein
68
AllianceBernstein
Tennessee
$4.56M +$489K +17,100 +15%
First Trust Advisors
69
First Trust Advisors
Illinois
$4.51M +$3.74M +130,665 New
MSL
70
Mackay Shields LLC
New York
$4.26M +$3.53M +123,400 New
Russell Investments Group
71
Russell Investments Group
United Kingdom
$4.19M -$618K -21,616 -15%
PP
72
PDT Partners
New York
$4.05M -$3.15M -110,243 -48%
LCM
73
Lakewood Capital Management
New York
$4M -$2.75M -96,000 -45%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$3.89M +$61.4K +2,147 +2%
TGCMU
75
Titan Global Capital Management USA
New York
$3.75M +$3.1M +108,523 New