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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
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$3.33M +$3.59M +143,427 New
TCA
77
Transcend Capital Advisors
New Jersey
$3.32M -$920K -36,775 -20%
AllianceBernstein
78
AllianceBernstein
Tennessee
$3.26M +$10K +400 +0.3%
UBS AM
79
UBS AM
Illinois
$3.2M +$26.6K +1,061 +0.8%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$2.92M +$132K +5,255 +4%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$2.89M +$1.08M +43,209 +53%
EIM
82
Essex Investment Management
Massachusetts
$2.68M +$483K +19,293 +20%
OQS
83
Occudo Quantitative Strategies
Florida
$2.66M +$2.86M +114,387 New
Voloridge Investment Management
84
Voloridge Investment Management
Florida
$2.46M -$983K -39,297 -27%
Barclays
85
Barclays
United Kingdom
$2.43M -$3.23M -128,885 -55%
Legal & General Group
86
Legal & General Group
United Kingdom
$2.43M +$9.41K +376 +0.4%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.42M +$853K +34,096 +49%
WAM
88
Wolverine Asset Management
Illinois
$2.36M +$2.55M +101,720 New
SG Americas Securities
89
SG Americas Securities
New York
$2.31M +$757K +30,247 +44%
FPA
90
First Pacific Advisors
California
$2.26M
AG
91
AIA Group
Hong Kong
$2.15M -$2.89M -115,346 -55%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$1.98M +$606K +24,200 +40%
EGM
93
Engineers Gate Manager
New York
$1.93M -$97.9K -3,912 -4%
SSA
94
Schonfeld Strategic Advisors
New York
$1.93M +$1.8M +72,000 +661%
MA
95
Mudita Advisors
United Kingdom
$1.73M +$363K +14,500 +24%
Wells Fargo
96
Wells Fargo
California
$1.72M -$1.26M -50,373 -40%
MOACM
97
Mutual of America Capital Management
New York
$1.7M -$1.51M -60,292 -45%
Vontobel Holding
98
Vontobel Holding
Switzerland
$1.63M -$86.4K -3,453 -5%
Invesco
99
Invesco
Georgia
$1.59M +$254K +10,169 +17%
SLG
100
Stanley-Laman Group
Pennsylvania
$1.55M +$688K +27,489 +70%