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96 hedge funds and large institutions have $795M invested in Upwork in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

19% more funds holding

Funds holding: 8196 (+15)

11% more capital invested

Capital invested by funds: $718M → $795M (+$77.4M)

10.51% more ownership

Funds ownership: 35.63%46.14% (+11%)

99% less call options, than puts

Call options by funds: $390K | Put options by funds: $68.2M

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
35
Increased
45
Reduced
9
Closed
18
Calls
$390K
Puts
$68.2M
Net Calls
-$67.9M
Net Calls Change
-$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Prelude Capital Management
New York
$169K +$181K +10,500 New
PC
77
PA Capital
Virginia
$163K +$175K +10,155 New
QT
78
Quantbot Technologies
New York
$127K +$136K +7,909 New
TRCT
79
Tower Research Capital (TRC)
New York
$109K +$114K +6,612 +4,185%
Canada Life
80
Canada Life
Manitoba, Canada
$108K +$116K +6,744 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$107K +$21.5K +1,245 +23%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$106K +$53.1K +3,083 +87%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$78K +$55.1K +3,196 +194%
AIP
84
Ameritas Investment Partners
Nebraska
$77K +$64.7K +3,753 +357%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$65K +$54.6K +3,166 +350%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$63K +$67.6K +3,923 New
CG
87
Cutler Group
California
$62K +$67.2K +3,900 New
PHK
88
Point72 Hong Kong
Hong Kong
$44K +$46.9K +2,724 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K +$11.3K +655 +47%
FPS
90
Fieldpoint Private Securities
Connecticut
$21K
AG
91
Advisor Group
Arizona
$20K +$21.5K +1,250 New
AF
92
Advisornet Financial
Minnesota
$16K
US Bancorp
93
US Bancorp
Minnesota
$8K
S
94
SignatureFD
Georgia
$5K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$3K
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
-$9.98M -521,652 Closed
AAMU
97
Amundi Asset Management US
Massachusetts
-$8.49M -443,711 Closed
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
-$6.94M -362,702 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
99
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$4.7M -245,738 Closed
FA
100
Friess Associates
Delaware
-$3.65M -190,934 Closed