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Upwork
UPWK

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in Upwork in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
93
Reduced
60
Closed
24
Calls
$9.05M
Puts
$10M
Net Calls
-$994K
Net Calls Change
-$13.1M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M
4
AA
4
Ancient Art
Texas
$34.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$581K
2
Millennium Management
2
Millennium Management
New York
$3.24M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$853K
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
51
Marshall Wace
United Kingdom
$2.44M +$2.44M +215,373 New
Vontobel Holding
52
Vontobel Holding
Switzerland
$2.38M +$935K +82,630 +65%
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.31M +$580K +51,261 +34%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$2.28M +$2.28M +201,810 New
NEI
55
Northwest & Ethical Investments
Ontario, Canada
$2.28M – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.24M -$509K -44,934 -19%
DCP
57
Durable Capital Partners
Maryland
$2.23M – – –
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$2.2M +$845K +74,607 +62%
EGM
59
Engineers Gate Manager
New York
$2.03M +$967K +85,439 +91%
RJA
60
Raymond James & Associates
Florida
$2.02M +$44.3K +3,914 +2%
AG
61
Algert Global
California
$1.99M +$535K +47,272 +37%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.93M +$23.7K +2,093 +1%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$1.86M -$14.8M -1,309,486 -89%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.84M -$3.59M -317,012 -66%
FPA
65
First Pacific Advisors
California
$1.83M – – –
Capital Fund Management (CFM)
66
Capital Fund Management (CFM)
France
$1.79M +$464K +41,022 +35%
UBS AM
67
UBS AM
Illinois
$1.7M +$62K +5,481 +4%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.69M -$19.3K -1,708 -1%
GCM
69
Graham Capital Management
Connecticut
$1.64M -$628K -55,440 -28%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.59M – – –
TCA
71
Transcend Capital Advisors
New Jersey
$1.58M -$22.6K -1,999 -1%
MMA
72
Mizuho Markets Americas
New York
$1.54M -$770K -68,000 -33%
MMC
73
Mizuho Markets Cayman
Cayman Islands
$1.54M +$1.54M +136,443 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.52M +$1.37M +121,430 +978%
JGC
75
J. Goldman & Co
New York
$1.49M +$1.49M +131,705 New
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