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Upwork
UPWK

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in Upwork in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 24 closing their positions.

Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
93
Reduced
60
Closed
24
Calls
$9.05M
Puts
$10M
Net Calls
-$994K
Net Calls Change
-$13.1M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M
4
AA
4
Ancient Art
Texas
$34.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$581K
2
Millennium Management
2
Millennium Management
New York
$3.24M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$853K
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$698K +$698K +61,617 New
AIG
102
American International Group
New York
$664K +$13.2K +1,167 +2%
TC
103
TwinBeech Capital
New York
$663K +$663K +58,532 New
TD Asset Management
104
TD Asset Management
Ontario, Canada
$627K – – –
Corient Private Wealth
105
Corient Private Wealth
Florida
$617K +$11.3K +1,000 +2%
ACM
106
Aquatic Capital Management
Illinois
$606K -$887K -78,300 -59%
SEI Investments
107
SEI Investments
Pennsylvania
$596K +$596K +52,672 New
PAM
108
Panagora Asset Management
Massachusetts
$586K +$586K +51,776 New
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$584K – – –
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$581K -$25.8M -2,276,112 -98%
UBS Group
111
UBS Group
Switzerland
$561K +$135K +11,953 +32%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$554K +$2.47K +218 +0.4%
Walleye Capital
113
Walleye Capital
New York
$518K -$728K -64,317 -58%
XT
114
XTX Topco
Cayman Islands
$484K +$34.8K +3,072 +8%
Wells Fargo
115
Wells Fargo
California
$461K +$268K +23,701 +139%
OBWP
116
O'Brien Wealth Partners
Massachusetts
$445K – – –
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$431K – – –
SFG
118
Synergy Financial Group
California
$401K – – –
Canada Life
119
Canada Life
Manitoba, Canada
$394K – – –
KI
120
Kula Investments
Illinois
$388K +$252K +22,300 +187%
ASRS
121
Arizona State Retirement System
Arizona
$388K +$12.5K +1,102 +3%
WP
122
Woodline Partners
California
$375K +$159K +14,081 +74%
EMG
123
ETF Managers Group
New Jersey
$359K +$359K +31,752 New
WP
124
WealthSource Partners
California
$351K +$26.5K +2,343 +8%
American Century Companies
125
American Century Companies
Missouri
$325K +$325K +28,672 New
3 4
5
6 7