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Upwork
UPWK

Overview Fund Activity

277 hedge funds and large institutions have $4.2B invested in Upwork in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
4.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
52
Increased
99
Reduced
82
Closed
41
Calls
$65.9M
Puts
$69.2M
Net Calls
-$3.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$572M
2
XEA
2
XN Exponent Advisors
New York
$74.4M
3
DCP
3
Durable Capital Partners
Maryland
$106M
4
BlackRock
4
BlackRock
New York
$361M
5
EAM
5
Eagle Asset Management
Florida
$20.2M

Top Sellers

1
CAM
1
Contour Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$59M
3
FAM
3
Fred Alger Management
New York
$59.2M
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
51
Pier Capital
Connecticut
$12.1M +$3.37M +74,863 +39%
TCA
52
Transcend Capital Advisors
New Jersey
$12M +$12M +206,942 New
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$11.8M +$11.3K +252 +0.1%
Swiss National Bank
54
Swiss National Bank
Switzerland
$11.3M +$135K +3,000 +1%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$10.4M +$673K +14,943 +7%
MMA
56
Mizuho Markets Americas
New York
$10.4M +$10.4M +230,243 New
PFM
57
Premier Fund Managers
United Kingdom
$10.3M – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$10.3M +$8.76M +194,445 +567%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$10.3M +$9.86M +218,666 +2,479%
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$10.2M -$74.3K -1,650 -0.7%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$10M -$3.47M -76,973 -26%
SBH
62
Segall Bryant & Hamill
Illinois
$9.77M +$1.5M +33,379 +18%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$9.57M +$1.72M +38,163 +22%
Westfield Capital Management
64
Westfield Capital Management
Massachusetts
$9.49M +$367K +8,155 +4%
AAM
65
AMI Asset Management
California
$9.25M +$2.35M +52,089 +34%
FCM
66
Firsthand Capital Management
California
$9.01M – – –
AG
67
AIA Group
Hong Kong
$8.72M +$1.59M +35,394 +22%
RJA
68
Raymond James & Associates
Florida
$7.85M +$2.06M +45,701 +36%
PCM
69
Penn Capital Management
Pennsylvania
$7.67M +$1.67M +37,026 +28%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.44M +$200K +4,436 +3%
PPA
71
Parametric Portfolio Associates
Washington
$6.85M +$167K +3,714 +3%
TGCMU
72
Titan Global Capital Management USA
New York
$6.74M +$483K +10,725 +8%
EVM
73
Eaton Vance Management
Massachusetts
$6.73M – – –
AllianceBernstein
74
AllianceBernstein
Tennessee
$6.3M -$40.5K -900 -0.6%
US Bancorp
75
US Bancorp
Minnesota
$6.12M +$925K +20,529 +18%
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