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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
Goldman Sachs
51
Goldman Sachs
New York
$5.79M -$972K -38,850 -13%
Deutsche Bank
52
Deutsche Bank
Germany
$5.67M -$4.35M -173,652 -42%
MMA
53
Mizuho Markets Americas
New York
$5.53M -$55.1K -2,200 -0.9%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$5.36M -$285K -11,397 -5%
PCM
55
Penn Capital Management
Pennsylvania
$5.31M +$1.08M +43,006 +25%
PCM
56
Penserra Capital Management
California
$5.15M -$1.29M -51,570 -19%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$5.11M -$485K -19,369 -8%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$5.11M -$46.3K -1,850 -0.8%
CSS
59
Cubist Systematic Strategies
Connecticut
$4.96M +$749K +29,914 +16%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$4.7M -$1.04M -41,697 -17%
FCM
61
Firsthand Capital Management
California
$4.65M
CCPM
62
Cooper Creek Partners Management
New York
$4.57M +$4.92M +196,450 New
EVM
63
Eaton Vance Management
Massachusetts
$4.33M +$923K +36,864 +25%
PFM
64
Premier Fund Managers
United Kingdom
$4.25M +$957K +38,225 +27%
RJA
65
Raymond James & Associates
Florida
$4.24M +$150K +5,978 +3%
NEI
66
Northwest & Ethical Investments
Ontario, Canada
$4.06M +$2.88M +114,906 +192%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$4.05M +$4.15M +165,714 New
FCM
68
Frontier Capital Management
Massachusetts
$4.05M -$10.5K -419 -0.2%
JP Morgan Chase
69
JP Morgan Chase
New York
$4.04M +$290K +11,594 +7%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$3.96M -$2.05M -81,981 -32%
AAM
71
AMI Asset Management
California
$3.96M +$314K +12,566 +8%
LCM
72
Landscape Capital Management
New Jersey
$3.73M +$3.65M +145,918 +1,013%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.65M -$314K -12,555 -7%
PPA
74
Parametric Portfolio Associates
Washington
$3.48M +$757K +30,239 +25%
US Bancorp
75
US Bancorp
Minnesota
$3.39M -$94.2K -3,766 -3%