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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.9M
2
DSCM
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ICM
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
FGAM
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
126
Y-Intercept (HK)
Hong Kong
$685K +$367K +29,897 +115%
PD
127
Point72 (DIFC)
United Arab Emirates
$673K +$673K +54,856 New
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$662K +$89.4K +7,299 +16%
Canada Life
129
Canada Life
Manitoba, Canada
$655K – – –
PHK
130
Point72 Hong Kong
Hong Kong
$637K +$384K +31,307 +152%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$627K +$61 +5 +0%
HCA
132
Harbor Capital Advisors
Illinois
$605K -$98.1K -8,010 -14%
AG
133
Algert Global
California
$580K -$1.82M -148,000 -76%
BCM
134
Bayesian Capital Management
New York
$567K +$567K +46,245 New
GEM
135
Global Endowment Management
North Carolina
$564K +$54.3K +4,427 +11%
DFCM
136
Dark Forest Capital Management
Puerto Rico
$563K -$79.4K -6,477 -12%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$550K -$63.6K -5,956 -10%
ADIM
138
Alpha DNA Investment Management
Maryland
$511K +$124K +10,080 +32%
SPG
139
Strategic Planning Group
Utah
$504K +$72.4K +5,902 +17%
OBWP
140
O'Brien Wealth Partners
Massachusetts
$482K – – –
LPL Financial
141
LPL Financial
California
$472K +$472K +38,529 New
QT
142
Quantbot Technologies
New York
$467K +$114K +9,324 +32%
AC
143
AXQ Capital
New Jersey
$466K +$53.9K +4,400 +13%
CIC
144
Cornercap Investment Counsel
Georgia
$451K +$6K +489 +1%
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$431K -$453 -40 -0.1%
Stifel Financial
146
Stifel Financial
Missouri
$431K +$125K +10,184 +41%
PF
147
Phoenix Financial
Israel
$429K +$429K +35,000 New
SFG
148
Synergy Financial Group
California
$415K -$2.27K -185 -0.5%
ASRS
149
Arizona State Retirement System
Arizona
$413K -$3.32K -271 -0.8%
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$403K +$403K +32,861 New
4 5
6
7 8