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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$22M
4
MCO
4
MAK Capital One
New York
$15.5M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.23M
2
Capital International Investors
2
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
76
Panagora Asset Management
Massachusetts
$1.67M +$1.67M +146,939 New
OAM
77
Oberweis Asset Management
Illinois
$1.63M +$1.63M +143,400 New
PI
78
Putnam Investments
Massachusetts
$1.6M +$1.6M +141,008 New
TCA
79
Transcend Capital Advisors
New Jersey
$1.58M – – –
Capital Fund Management (CFM)
80
Capital Fund Management (CFM)
France
$1.53M +$539K +47,404 +55%
OIA
81
OneDigital Investment Advisors
Kansas
$1.52M +$670 +59 +0%
KFP
82
KB Financial Partners
New Jersey
$1.52M +$670 +59 +0%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.52M -$144K -12,638 -9%
LCM
84
Landscape Capital Management
New Jersey
$1.47M +$686K +60,385 +88%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.39M -$35.2K -3,100 -2%
NEI
86
Northwest & Ethical Investments
Ontario, Canada
$1.33M -$1.06M -92,954 -44%
GCM
87
Graham Capital Management
Connecticut
$1.31M +$774K +68,124 +143%
Legal & General Group
88
Legal & General Group
United Kingdom
$1.3M +$28.4K +2,502 +2%
Jane Street
89
Jane Street
New York
$1.29M +$316K +27,844 +32%
PI
90
PEAK6 Investments
Illinois
$1.27M +$651K +57,323 +106%
AG
91
AIA Group
Hong Kong
$1.24M -$604K -53,145 -33%
Bank of America
92
Bank of America
North Carolina
$1.23M -$62.1M -5,464,917 -98%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$1.22M – – –
FPA
94
First Pacific Advisors
California
$1.19M -$642K -56,476 -35%
Invesco
95
Invesco
Georgia
$1.17M -$2.8K -246 -0.2%
CM
96
Capula Management
Cayman Islands
$1.14M +$1.14M +100,300 New
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$1.13M -$8.15K -717 -0.7%
B
98
Bailard
California
$1.05M +$10.3K +903 +1%
US Bancorp
99
US Bancorp
Minnesota
$979K -$29.4K -2,584 -3%
MMA
100
Mizuho Markets Americas
New York
$971K -$125K -11,000 -11%
2 3
4
5 6