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Upwork
UPWK

Overview Fund Activity

163 hedge funds and large institutions have $1.07B invested in Upwork in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+27
Holders Change %
+19.85%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
58
Increased
54
Reduced
34
Closed
29
Calls
$26.8M
Puts
$19.9M
Net Calls
+$6.86M
Net Calls Change
+$13.3M

Top Buyers

1
DAM
1
Dorsey Asset Management
Illinois
$54.7M
2
BlackRock
2
BlackRock
New York
$86.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$43.9M
4
WM
4
Wishbone Management
Illinois
$19.1M
5
DCM
5
Driehaus Capital Management
Illinois
$17.7M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$9.51M
2
AA
2
Ancient Art
Texas
$63.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.2M
4
HRCM
4
Hawk Ridge Capital Management
California
$49.5M
5
JGC
5
J. Goldman & Co
New York
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
126
CIM Investment Management
Pennsylvania
$195K +$33.1K +2,296 +20%
TC
127
TownSquare Capital
Utah
$192K -$109K -7,500 -36%
TRCT
128
Tower Research Capital (TRC)
New York
$190K +$190K +13,124 New
WJWM
129
Williams Jones Wealth Management
New York
$188K +$188K +13,000 New
ProShare Advisors
130
ProShare Advisors
Maryland
$182K +$182K +12,608 New
JHCM
131
Juniper Hill Capital Management
California
$175K +$175K +12,100 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$161K +$104K +7,241 +185%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$161K +$129K +7,806 +401%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$155K +$155K +10,768 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$154K -$1.48M -102,483 -91%
FAIM
136
Financial Advocates Investment Management
Washington
$147K -$2.9K -200 -2%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$139K +$139K +9,605 New
AIP
138
Ameritas Investment Partners
Nebraska
$118K +$48.8K +3,392 +71%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$102K +$30.6K +2,125 +43%
Canada Life
140
Canada Life
Manitoba, Canada
$93K +$41.9K +2,928 +82%
JSC
141
Jackson Square Capital
California
$91K – – –
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.5K +$59.6K +4,125 +1,500%
Simplex Trading
143
Simplex Trading
Illinois
$59K +$59K +4,117 New
Macquarie Group
144
Macquarie Group
Australia
$28K +$28K +1,942 New
CAN
145
Cetera Advisor Networks
California
$22K +$22K +1,500 New
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$16K +$2.86K +196 +22%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$15K +$8.45K +580 +129%
SPIA
148
Steward Partners Investment Advisory
New York
$14K +$14K +1,000 New
S
149
SignatureFD
Georgia
$12K +$4.41K +304 +58%
AWA
150
Arkadios Wealth Advisors
Georgia
$9.57K – – –
4 5
6
7 8