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269 hedge funds and large institutions have $5.07B invested in Upwork in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $66.6M

35% more capital invested

Capital invested by funds: $3.76B → $5.07B (+$1.3B)

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

1.61% more ownership

Funds ownership: 67.43%69.04% (+1.6%)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 269269 (0)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
269
Holders Change
Holders Change %
0%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
44
Increased
104
Reduced
83
Closed
43
Calls
$96.4M
Puts
$66.6M
Net Calls
+$29.8M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$1.14M +$18.4K +392 +1%
LCM
152
Landscape Capital Management
New Jersey
$1.11M
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$1.1M +$494K +10,518 +125%
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$1.1M +$60.9K +1,295 +7%
SG
155
Stonnington Group
California
$1.07M +$912K +19,400 New
WG
156
Winton Group
United Kingdom
$1M +$32.5K +691 +4%
HIM
157
Hillsdale Investment Management
Ontario, Canada
$991K -$4.7M -100,100 -85%
BCM
158
Bayesian Capital Management
New York
$985K +$427K +9,081 +116%
SIA
159
SkyView Investment Advisors
New Jersey
$950K
MAM
160
Must Asset Management
South Korea
$931K
FQ
161
First Quadrant
California
$915K
SPC
162
Sigma Planning Corp
Michigan
$914K -$148K -3,142 -17%
ASN
163
Advisory Services Network
Georgia
$858K -$94.9K -2,020 -12%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$842K +$286K +6,088 +73%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$802K +$647K +13,760 New
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$778K
EGM
167
Engineers Gate Manager
New York
$761K -$3.03M -64,427 -83%
DCM
168
Dupont Capital Management
Delaware
$738K +$595K +12,653 New
HT
169
HAP Trading
New York
$722K +$583K +12,393 New
PP
170
Paloma Partners
Connecticut
$679K -$148K -3,140 -21%
IAIM
171
International Assets Investment Management
Florida
$660K -$411K -8,745 -44%
WP
172
WealthSource Partners
California
$654K +$94.2K +2,004 +22%
LPL Financial
173
LPL Financial
California
$645K -$650K -13,835 -56%
VF
174
Virtu Financial
New York
$644K +$519K +11,050 New
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$640K +$127K +2,712 +33%

UPWK Hedge Fund Activity: Q2 2021 in Review

269 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q2 2021, worth a combined $5.07B — up 35% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UPWK positions and 43 closed out — a net gain of 1 holder — while 104 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $83.8M sold.

  • 269 institutional investors held Upwork (UPWK) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.07B of Upwork stock for Q2 2021, up 35% quarter-over-quarter.
  • 44 funds opened new Upwork positions in Q2 2021 and 43 closed out, a net change of +1 holder.
  • The largest Upwork buyer in Q2 2021 was T. Rowe Price Associates, an estimated $114M added.
  • The largest Upwork seller in Q2 2021 was Hawk Ridge Capital Management, an estimated $83.8M sold.

Based on aggregated 13F filings for Q2 2021.