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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.9M
2
DSCM
2
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$196M
4
ICM
4
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.1M
2
FGAM
2
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
3
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$2.01M – – –
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$1.99M +$1.99M +162,078 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.77M -$354K -28,883 -17%
GCP
79
GSA Capital Partners
United Kingdom
$1.75M -$941K -76,812 -35%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$1.71M +$472K +38,518 +38%
Vontobel Holding
81
Vontobel Holding
Switzerland
$1.59M -$545K -44,464 -26%
Capital Fund Management (CFM)
82
Capital Fund Management (CFM)
France
$1.58M -$619K -50,482 -28%
OIA
83
OneDigital Investment Advisors
Kansas
$1.57M +$3.62K +295 +0.2%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$1.55M +$62K +5,050 +4%
Citigroup
85
Citigroup
New York
$1.55M -$608K -49,576 -28%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$1.55M -$51.4K -4,190 -3%
AllianceBernstein
87
AllianceBernstein
Tennessee
$1.54M -$41.8K -3,410 -3%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$73K -5,958 -5%
PAM
89
Panagora Asset Management
Massachusetts
$1.48M -$265K -21,609 -15%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$1.45M +$815K +66,478 +128%
SFM
91
Sphera Funds Management
Israel
$1.43M -$1.66M -135,784 -54%
Legal & General Group
92
Legal & General Group
United Kingdom
$1.42M -$6.52K -532 -0.5%
Boston Partners
93
Boston Partners
Massachusetts
$1.38M +$1.38M +112,881 New
CAG
94
Csenge Advisory Group
Florida
$1.34M +$1.34M +109,587 New
RHJA
95
Rice Hall James & Associates
California
$1.34M +$1.34M +109,239 New
TCA
96
Transcend Capital Advisors
New Jersey
$1.34M -$357K -29,082 -21%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$1.31M – – –
FPA
98
First Pacific Advisors
California
$1.29M – – –
PP
99
PDT Partners
New York
$1.26M -$482K -39,352 -28%
Invesco
100
Invesco
Georgia
$1.17M -$126K -10,282 -10%
2 3
4
5 6