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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 %
US Bancorp
151
US Bancorp
Minnesota
$116K +$116K +6,659 New
Canada Life
152
Canada Life
Manitoba, Canada
$113K – – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.9K -$2.79K -160 -4%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$70K +$52.1K +3,000 +291%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
155
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$70K +$70K +4,000 New
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$68K -$2.07M -118,249 -97%
FMT
157
First Mercantile Trust
Tennessee
$57K +$57K +2,036 New
AS
158
Altshuler Shaham
Israel
$57K +$57K +3,256 New
BCV
159
Banque Cantonale Vaudoise
Switzerland
$52K +$52K +3,000 New
WAM
160
Wolverine Asset Management
Illinois
$38K +$38K +2,203 New
Macquarie Group
161
Macquarie Group
Australia
$34K – – –
JSC
162
Jackson Square Capital
California
$26K -$85.5K -4,852 -77%
SPIA
163
Steward Partners Investment Advisory
New York
$17K – – –
AWA
164
Arkadios Wealth Advisors
Georgia
$13.9K – – –
HWM
165
Holloway Wealth Management
Florida
$13K -$6K – –
SIA
166
SeaBridge Investment Advisors
New Jersey
$10K – – –
S
167
SignatureFD
Georgia
$9K -$5.31K -307 -37%
AF
168
Advisornet Financial
Minnesota
$9K – – –
CA
169
Clearstead Advisors
Ohio
$9K +$2.7K +150 +43%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$9K +$9K +515 New
HAS
171
HBW Advisory Services
California
$9K +$9K +517 New
PFS
172
Prospera Financial Services
Texas
$6K +$6K +325 New
PFP
173
Pinnacle Financial Partners
Tennessee
$5K – – –
GRP
174
Global Retirement Partners
California
$4K +$4K +250 New
Millennium Management
175
Millennium Management
New York
$3.99K -$16.9K -970,602 -81%
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