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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M
4
MCO
MAK Capital One
New York
$15.5M
5
Millennium Management
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.23M
2
Capital International Investors
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
Deutsche Bank
Germany
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
126
Cornercap Investment Counsel
Georgia
$558K -$85.7K -7,542 -13%
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$546K -$1.5M -132,270 -73%
Canada Life
128
Canada Life
Manitoba, Canada
$534K +$87.5K +7,700 +20%
OBWP
129
O'Brien Wealth Partners
Massachusetts
$447K – – –
AIM
130
Aigen Investment Management
New York
$443K +$46.3K +4,077 +12%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$433K +$454 +40 +0.1%
YIH
132
Y-Intercept (HK)
Hong Kong
$423K +$423K +37,276 New
SFG
133
Synergy Financial Group
California
$397K -$4.9K -431 -1%
ASRS
134
Arizona State Retirement System
Arizona
$389K +$8.09K +712 +2%
GAM
135
Gotham Asset Management
New York
$383K +$383K +33,692 New
VI
136
Versor Investments
New York
$376K +$90.5K +7,967 +32%
Wells Fargo
137
Wells Fargo
California
$375K -$304K -26,780 -45%
AR
138
Advisory Research
Illinois
$357K +$357K +31,435 New
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$341K -$6.24K -550 -2%
American Century Companies
140
American Century Companies
Missouri
$316K – – –
JGC
141
J. Goldman & Co
New York
$315K +$315K +27,750 New
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$303K +$75.9K +6,683 +33%
VA
143
Vident Advisory
Georgia
$300K +$300K +26,396 New
VF
144
Virtu Financial
New York
$285K +$285K +25,072 New
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$269K -$138K -12,164 -34%
TCM
146
Teza Capital Management
Illinois
$266K +$128K +11,255 +93%
TRCT
147
Tower Research Capital (TRC)
New York
$255K +$229K +20,137 +862%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$234K – – –
BCM
149
Bayesian Capital Management
New York
$228K +$228K +20,045 New
AB
150
Amalgamated Bank
New York
$213K – – –
4 5
6
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