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Upwork
UPWK

Overview Fund Activity

212 hedge funds and large institutions have $960M invested in Upwork in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-15
Holders Change %
-6.61%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
75
Reduced
68
Closed
46
Calls
$6.97M
Puts
$10.4M
Net Calls
-$3.48M
Net Calls Change
-$2.49M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.1M
2
AA
2
Ancient Art
Texas
$54.7M
3
DAM
3
Dorsey Asset Management
Illinois
$43.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$129M
5
ICM
5
Invenomic Capital Management
Massachusetts
$21M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$0
3
Macquarie Group
3
Macquarie Group
Australia
$0
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$1.7M – – –
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$1.68M +$1.68M +180,360 New
SIA
53
SkyView Investment Advisors
New Jersey
$1.66M +$885K +94,750 +114%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$1.66M +$63.8K +6,832 +4%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.63M -$280K -29,950 -15%
SEI Investments
56
SEI Investments
Pennsylvania
$1.62M +$1.13M +120,986 +230%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1.6M +$88.6K +9,490 +6%
AG
58
AIA Group
Hong Kong
$1.51M +$509K +54,445 +51%
FPA
59
First Pacific Advisors
California
$1.51M – – –
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$1.47M -$695K -74,406 -32%
Walleye Capital
61
Walleye Capital
New York
$1.44M +$1.01M +108,198 +236%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.36M -$27.2K -2,908 -2%
TCA
63
Transcend Capital Advisors
New Jersey
$1.3M -$5.38K -576 -0.4%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.28M -$534K -57,141 -29%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.27M -$266K -28,463 -17%
OIA
66
OneDigital Investment Advisors
Kansas
$1.25M +$674K +72,130 +117%
KFP
67
KB Financial Partners
New Jersey
$1.25M +$674K +72,130 +117%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.24M -$608K -65,067 -33%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.17M -$135K -14,500 -10%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$1.17M +$1.17M +124,986 New
Citigroup
71
Citigroup
New York
$1.08M -$37.9K -4,063 -3%
Legal & General Group
72
Legal & General Group
United Kingdom
$1.04M +$3.49K +374 +0.3%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$999K – – –
Invesco
74
Invesco
Georgia
$968K -$3.32K -355 -0.3%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$938K +$66K +7,063 +8%
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3
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