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Upwork
UPWK

Overview Fund Activity

218 hedge funds and large institutions have $1.08B invested in Upwork in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-29
Holders Change %
-11.74%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
68
Reduced
83
Closed
64
Calls
$21.5M
Puts
$18.6M
Net Calls
+$2.95M
Net Calls Change
+$1.86M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$107M
2
ECM
Engine Capital Management
New York
$51M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.5M
4
Capital International Investors
Capital International Investors
California
$34.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$8.37M

Top Sellers

1
DSCM
Divisadero Street Capital Management
Florida
$0
2
Allianz Asset Management
Allianz Asset Management
Germany
$4.29M
3
BCM
Bares Capital Management
Texas
$0
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.36M
5
GCP
Greenoaks Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
126
Phoenix Financial
Israel
$366K – – –
YIH
127
Y-Intercept (HK)
Hong Kong
$355K +$355K +34,009 New
SFG
128
Synergy Financial Group
California
$353K – – –
OBWP
129
O'Brien Wealth Partners
Massachusetts
$319K -$91.4K -8,750 -22%
MMA
130
Mizuho Markets Americas
New York
$318K -$209K -20,000 -40%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$310K -$34K -3,250 -10%
US Bancorp
132
US Bancorp
Minnesota
$284K -$280K -26,754 -50%
Holocene Advisors
133
Holocene Advisors
New York
$282K +$282K +26,975 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$278K – – –
EAM
135
Eschler Asset Management
United Kingdom
$266K +$266K +25,500 New
MFIM
136
Mesirow Financial Investment Management
Illinois
$266K +$266K +25,469 New
TCM
137
Teza Capital Management
Illinois
$256K +$256K +24,464 New
ProShare Advisors
138
ProShare Advisors
Maryland
$246K -$104K -9,979 -30%
Corient Private Wealth
139
Corient Private Wealth
Florida
$237K +$512 +49 +0.2%
PCM
140
Prelude Capital Management
New York
$221K +$221K +21,167 New
BC
141
Bridgefront Capital
Texas
$213K +$213K +20,416 New
OR
142
Olympiad Research
Connecticut
$208K +$208K +19,867 New
Creative Planning
143
Creative Planning
Kansas
$207K +$207K +19,855 New
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
$200K -$7.18M -686,696 -97%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$200K -$143K -13,693 -42%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$198K +$45.9K +4,394 +30%
SPA
147
Sherbrooke Park Advisers
New York
$181K -$812K -77,674 -82%
CIP
148
Cornerstone Investment Partners
Georgia
$178K +$5.82K +557 +3%
CIC
149
Cornercap Investment Counsel
Georgia
$171K -$208K -19,940 -55%
PHK
150
Point72 Hong Kong
Hong Kong
$168K -$119K -11,429 -41%
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