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Upwork
UPWK

Overview Fund Activity

269 hedge funds and large institutions have $3.27B invested in Upwork in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-8
Holders Change %
-2.89%
% of All Funds
4.15%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
58
Increased
85
Reduced
90
Closed
62
Calls
$39.4M
Puts
$49.6M
Net Calls
-$10.3M
Net Calls Change
-$6.99M

Top Buyers

1
JSP
Jackson Square Partners
California
$208M
2
Morgan Stanley
Morgan Stanley
New York
$93.5M
3
SEI Investments
SEI Investments
Pennsylvania
$39.1M
4
SCA
Southpoint Capital Advisors
New York
$37.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$343M
2
BC
BIT Capital
Germany
$35.7M
3
SIM
SRS Investment Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$9.03M +$1.44M +42,140 +19%
FAM
52
Fred Alger Management
New York
$8.93M -$36M -1,053,956 -80%
SBH
53
Segall Bryant & Hamill
Illinois
$8.8M +$1.39M +40,796 +19%
PC
54
Pier Capital
Connecticut
$8.67M -$514K -15,046 -6%
Swiss National Bank
55
Swiss National Bank
Switzerland
$8.64M +$64.9K +1,900 +0.8%
Capital Fund Management (CFM)
56
Capital Fund Management (CFM)
France
$8.62M -$1.09M -32,052 -11%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$8.33M -$660K -19,311 -7%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$8.26M +$448K +13,123 +6%
Squarepoint
59
Squarepoint
New York
$8.25M +$6.42M +187,941 +350%
MMA
60
Mizuho Markets Americas
New York
$8.2M +$338K +9,900 +4%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$8.17M +$354K +10,315 +5%
Marshall Wace
62
Marshall Wace
United Kingdom
$8.07M +$7.25M +212,233 +889%
Barclays
63
Barclays
United Kingdom
$7.98M +$6.16M +180,299 +339%
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$7.58M -$157K -4,600 -2%
PCM
65
Penn Capital Management
Pennsylvania
$7.53M +$90.5K +2,072 +1%
CI
66
Clal Insurance
Israel
$7.38M -$3.42M -100,000 -32%
Millennium Management
67
Millennium Management
New York
$7.24M -$5.15M -150,816 -42%
AG
68
AIA Group
Hong Kong
$7.1M +$484K +14,170 +7%
FCM
69
Firsthand Capital Management
California
$6.83M – – –
OCM
70
Osterweis Capital Management
California
$6.81M +$2.96M +86,620 +77%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$6.51M +$5.14M +150,600 +377%
AACP
72
Advantage Alpha Capital Partners
California
$6.46M +$2.38M +69,565 +58%
CSS
73
Cubist Systematic Strategies
Connecticut
$6.27M +$4.77M +139,656 +319%
TCA
74
Transcend Capital Advisors
New Jersey
$6.14M -$930K -27,213 -13%
RJA
75
Raymond James & Associates
Florida
$6.03M +$81.7K +2,393 +1%
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