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Upwork
UPWK

Overview Fund Activity

143 hedge funds and large institutions have $692M invested in Upwork in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
40
Increased
51
Reduced
35
Closed
24
Calls
$842K
Puts
$40.6M
Net Calls
-$39.7M
Net Calls Change
+$8.24M

Top Buyers

1
SP
Stockbridge Partners
Massachusetts
$56.9M
2
KA
Kerrisdale Advisers
Florida
$9.82M
3
Capital International Investors
Capital International Investors
California
$34.2M
4
Goldman Sachs
Goldman Sachs
New York
$15.3M
5
AA
Ancient Art
Texas
$38M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.19M
2
DIG
Dragoneer Investment Group
California
$17.1M
3
Franklin Resources
Franklin Resources
California
$50.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$24.1M
5
SCM
Scopia Capital Management
New York
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$42K – – –
Canada Life
127
Canada Life
Manitoba, Canada
$38K +$22.9K +2,148 +151%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K – – –
BFEC
129
Benjamin F. Edwards & Company
Missouri
$23K -$16.4K -1,550 -42%
AG
130
Advisor Group
Arizona
$22K -$5.24K -500 -19%
CBT
131
Capital Bank & Trust
California
$18K – – –
FPS
132
Fieldpoint Private Securities
Connecticut
$14K – – –
TRCT
133
Tower Research Capital (TRC)
New York
$12K -$51.3K -4,840 -81%
AWA
134
Arkadios Wealth Advisors
Georgia
$6.41K +$6.41K +690 New
AF
135
Advisornet Financial
Minnesota
$5K -$5K -500 -50%
US Bancorp
136
US Bancorp
Minnesota
$5K – – –
PCM
137
Prelude Capital Management
New York
$3K -$390K -39,000 -99%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
S
139
SignatureFD
Georgia
$3K – – –
PFP
140
Pinnacle Financial Partners
Tennessee
$3K +$3K +300 New
BAM
141
Bellevue Asset Management
Washington
$2K +$2K +146 New
EWP
142
Engrave Wealth Partners
Texas
$2K +$2K +200 New
Capital World Investors
143
Capital World Investors
California
– -$5.88M -442,000 Closed
TRAM
144
Tuscan Ridge Asset Management
Illinois
– -$3.4M -255,466 Closed
PC
145
Polar Capital
United Kingdom
– -$2.78M -208,902 Closed
SC
146
Sculptor Capital
New York
– -$2.66M -199,735 Closed
SOMRS
147
State of Michigan Retirement System
Michigan
– -$1.8M -135,557 Closed
SAMH
148
Shanda Asset Management Holdings
British Virgin Islands
– -$1.68M -126,160 Closed
HRCM
149
Hawk Ridge Capital Management
California
– -$1.44M -108,100 Closed
Invesco
150
Invesco
Georgia
– -$1.25M -94,160 Closed
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