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Upwork
UPWK

Overview Fund Activity

181 hedge funds and large institutions have $1.33B invested in Upwork in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
45
Increased
58
Reduced
55
Closed
27
Calls
$23.1M
Puts
$11.5M
Net Calls
+$11.6M
Net Calls Change
+$4.72M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$43.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$94.1M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$65.6M
4
CI
Clal Insurance
Israel
$20.5M
5
KCM
Kornitzer Capital Management
Kansas
$25.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$64.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$426K
3
Goldman Sachs
Goldman Sachs
New York
$3.26M
4
Deutsche Bank
Deutsche Bank
Germany
$1.38M
5
MIOT
Massachusetts Institute of Technology
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$309K – – –
Nomura Holdings
127
Nomura Holdings
Japan
$286K +$286K +16,400 New
FQ
128
First Quadrant
California
$274K -$116K -6,658 -30%
EWM
129
Edge Wealth Management
New York
$272K -$2.43M -139,098 -90%
Stifel Financial
130
Stifel Financial
Missouri
$269K +$269K +15,412 New
Victory Capital Management
131
Victory Capital Management
Texas
$257K +$175 +10 +0.1%
AB
132
Amalgamated Bank
New York
$251K -$7.61K -437 -3%
TC
133
TownSquare Capital
Utah
$248K – – –
Walleye Capital
134
Walleye Capital
New York
$246K +$246K +14,110 New
SPC
135
Sigma Planning Corp
Michigan
$245K +$245K +14,075 New
Principal Financial Group
136
Principal Financial Group
Iowa
$244K -$23K -1,322 -9%
Citigroup
137
Citigroup
New York
$242K -$219K -12,612 -48%
JF
138
Jump Financial
Illinois
$239K +$239K +13,700 New
RJA
139
Raymond James & Associates
Florida
$236K -$1.06M -60,920 -82%
KFA
140
Kelleher Financial Advisors
New York
$225K +$225K +12,950 New
KAS
141
Kestra Advisory Services
Texas
$200K +$200K +11,450 New
ProShare Advisors
142
ProShare Advisors
Maryland
$198K -$21.5K -1,233 -10%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$195K – – –
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$193K -$3.26M -186,554 -94%
UBS Group
145
UBS Group
Switzerland
$189K -$276K -15,832 -59%
Truist Financial
146
Truist Financial
North Carolina
$183K +$183K +10,530 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$174K +$174K +10,000 New
AIP
148
Ameritas Investment Partners
Nebraska
$143K – – –
BFEC
149
Benjamin F. Edwards & Company
Missouri
$134K +$10.2K +581 +8%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$125K -$58.8K -3,118 -32%
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