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Upwork
UPWK

Overview Fund Activity

136 hedge funds and large institutions have $413M invested in Upwork in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
31
Increased
50
Reduced
32
Closed
34
Calls
$1.49M
Puts
$7.95M
Net Calls
-$6.46M
Net Calls Change
+$33.3M

Top Buyers

1
HRCM
Hawk Ridge Capital Management
California
$27.1M
2
Capital International Investors
Capital International Investors
California
$40.9M
3
AA
Ancient Art
Texas
$36M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.1M
5
Deutsche Bank
Deutsche Bank
Germany
$13.8M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
$0
2
Franklin Resources
Franklin Resources
California
$0
3
SCM
Scopia Capital Management
New York
$0
4
DIG
Dragoneer Investment Group
California
$0
5
CC
Cowbird Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$4.45K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AF
128
Advisornet Financial
Minnesota
$3K – – –
S
129
SignatureFD
Georgia
$3K +$1.24K +216 +70%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$3K +$3K +450 New
PFP
131
Pinnacle Financial Partners
Tennessee
$2K – – –
CA
132
Clearstead Advisors
Ohio
$2K +$2K +350 New
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77K -$13.3K -2,060 -88%
EWP
134
Engrave Wealth Partners
Texas
$1K – – –
FGAM
135
Financial Gravity Asset Management
Texas
$181 +$181 +27,854 New
SP
136
Stockbridge Partners
Massachusetts
– -$56.9M -5,328,149 Closed
Franklin Resources
137
Franklin Resources
California
– -$50.8M -4,763,670 Closed
SCM
138
Scopia Capital Management
New York
– -$40.5M -3,791,520 Closed
DIG
139
Dragoneer Investment Group
California
– -$17.1M -1,603,038 Closed
CC
140
Cowbird Capital
New York
– -$8.66M -811,225 Closed
DKCM
141
Davidson Kempner Capital Management
New York
– -$2.13M -200,000 Closed
Alyeska Investment Group
142
Alyeska Investment Group
Illinois
– -$2.09M -195,844 Closed
ARTA
143
A.R.T. Advisors
New York
– -$1.51M -141,700 Closed
Holocene Advisors
144
Holocene Advisors
New York
– -$1.06M -99,584 Closed
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
– -$656K -61,500 Closed
BAM
146
Blueshift Asset Management
New Jersey
– -$633K -59,313 Closed
ASP
147
Adams Street Partners
Illinois
– -$619K -58,036 Closed
Jane Street
148
Jane Street
New York
– -$618K -57,990 Closed
PMAM
149
Penn Mutual Asset Management
Pennsylvania
– -$403K -37,723 Closed
QT
150
Quantbot Technologies
New York
– -$400K -37,582 Closed
3 4 5
6
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