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Upwork
UPWK

Overview Fund Activity

277 hedge funds and large institutions have $4.2B invested in Upwork in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
4.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
52
Increased
99
Reduced
82
Closed
41
Calls
$65.9M
Puts
$69.2M
Net Calls
-$3.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$572M
2
XEA
XN Exponent Advisors
New York
$74.4M
3
DCP
Durable Capital Partners
Maryland
$106M
4
BlackRock
BlackRock
New York
$361M
5
EAM
Eagle Asset Management
Florida
$20.2M

Top Sellers

1
CAM
Contour Asset Management
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$59M
3
FAM
Fred Alger Management
New York
$59.2M
4
DCM
Driehaus Capital Management
Illinois
$0
5
Invesco
Invesco
Georgia
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
151
Migdal Insurance & Financial Holdings
Israel
$899K +$49.4K +1,098 +6%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$816K +$165K +3,671 +25%
TI
153
Tidal Investments
Wisconsin
$803K -$326K -7,238 -29%
ASN
154
Advisory Services Network
Georgia
$798K +$136K +3,019 +21%
BFM
155
Boothbay Fund Management
New York
$789K +$369K +8,194 +88%
OQS
156
Occudo Quantitative Strategies
Florida
$783K -$743K -16,496 -49%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$779K -$72.9K -1,618 -9%
HIM
158
Hillsdale Investment Management
Ontario, Canada
$766K – – –
N
159
Natixis
France
$766K +$766K +17,000 New
SSA
160
Schonfeld Strategic Advisors
New York
$732K +$552K +12,263 +307%
AG
161
Algert Global
California
$716K +$716K +15,892 New
FQ
162
First Quadrant
California
$707K – – –
ProShare Advisors
163
ProShare Advisors
Maryland
$704K -$658K -14,625 -48%
UBS Group
164
UBS Group
Switzerland
$702K -$541K -12,004 -44%
Osaic Holdings
165
Osaic Holdings
Arizona
$692K -$1.94M -42,924 -74%
SG
166
Stonnington Group
California
$692K -$357K -6,600 -34%
PL
167
Parkwood LLC
Ohio
$680K +$680K +15,111 New
HT
168
HAP Trading
New York
$645K +$86.8K +1,927 +16%
WB
169
WesBanco Bank
West Virginia
$629K +$629K +13,972 New
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$601K – – –
LPL Financial
171
LPL Financial
California
$592K +$94.1K +2,090 +19%
WP
172
WealthSource Partners
California
$586K +$80.7K +1,791 +16%
SLG
173
Stanley-Laman Group
Pennsylvania
$574K +$574K +12,748 New
VF
174
Virtu Financial
New York
$568K +$70.6K +1,568 +14%
NM
175
Nokota Management
New York
$563K +$563K +12,500 New
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7
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