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228 hedge funds and large institutions have $1.39B invested in Upwork in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

2% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $20.4M

1% more funds holding

Funds holding: 226228 (+2)

0.11% less ownership

Funds ownership: 78.36%78.25% (-0.11%)

34% less capital invested

Capital invested by funds: $2.1B → $1.39B (-$706M)

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.09%
New
35
Increased
78
Reduced
73
Closed
31
Calls
$20.9M
Puts
$20.4M
Net Calls
+$495K
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
101
Invesco
Georgia
$1.04M +$83.2K +4,425 +6%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$1.02M +$29.4K +1,565 +2%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.02M +$762K +40,512 +117%
ACM
104
AlphaCrest Capital Management
New York
$1.01M +$1.4M +74,553 New
Jane Street
105
Jane Street
New York
$946K +$352K +18,726 +37%
VI
106
Versor Investments
New York
$942K +$1.3M +69,151 New
MIM
107
MetLife Investment Management
New Jersey
$878K
Holocene Advisors
108
Holocene Advisors
New York
$845K -$2.28M -121,496 -66%
SIA
109
SkyView Investment Advisors
New Jersey
$839K +$422K +22,417 +57%
Walleye Capital
110
Walleye Capital
New York
$801K -$200K -10,622 -15%
AIG
111
American International Group
New York
$775K +$15.1K +805 +1%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$765K -$351K -18,650 -25%
DTL
113
Dynamic Technology Lab
Singapore
$741K +$1.02M +54,367 New
CL
114
CPWM LLC
Washington
$723K +$940 +50 +0.1%
First Trust Advisors
115
First Trust Advisors
Illinois
$694K +$684K +36,353 +249%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$685K +$288K +15,300 +44%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$652K -$15.8K -840 -2%
KFP
118
KB Financial Partners
New Jersey
$601K +$168K +8,936 +25%
QT
119
Quantbot Technologies
New York
$575K +$794K +42,221 New
SFG
120
Synergy Financial Group
California
$540K -$8.26K -439 -1%
WAM
121
Wolverine Asset Management
Illinois
$540K +$108K +5,738 +17%
OBWP
122
O'Brien Wealth Partners
Massachusetts
$535K
SG Americas Securities
123
SG Americas Securities
New York
$535K +$206K +10,966 +39%
Voloridge Investment Management
124
Voloridge Investment Management
Florida
$522K -$953K -50,673 -57%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$519K

UPWK Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q3 2022, worth a combined $1.39B — down 34% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UPWK positions and 31 closed out — a net gain of 4 holders — while 78 added to existing stakes and 73 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $43.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $69.5M.

  • 228 institutional investors held Upwork (UPWK) as of Q3 2022, up from 226 in Q2 2022.
  • Funds reported $1.39B of Upwork stock for Q3 2022, down 34% quarter-over-quarter.
  • 35 funds opened new Upwork positions in Q3 2022 and 31 closed out, a net change of +4 holders.
  • The largest Upwork buyer in Q3 2022 was Janus Henderson Group, an estimated $43.5M added.
  • The largest Upwork seller in Q3 2022 was T. Rowe Price Associates, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2022.