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234 hedge funds and large institutions have $2.24B invested in Upwork in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $22.4M

0.95% more ownership

Funds ownership: 74.7%75.65% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

13% less funds holding

Funds holding: 270234 (-36)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less capital invested

Capital invested by funds: $3.27B → $2.24B (-$1.03B)

52% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 62

Holders
234
Holders Change
-36
Holders Change %
-13.33%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$337K -$17.1K -684 -5%
Victory Capital Management
152
Victory Capital Management
Texas
$333K +$1.1K +44 +0.3%
II
153
Inspire Investing
Idaho
$332K +$60.6K +2,420 +20%
Lazard Asset Management
154
Lazard Asset Management
New York
$325K +$249K +9,968 +247%
TI
155
Tidal Investments
Wisconsin
$321K -$35.1K -1,403 -9%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$310K
DTL
157
Dynamic Technology Lab
Singapore
$282K -$248K -9,917 -45%
QT
158
Quantbot Technologies
New York
$260K -$1.95M -77,779 -87%
IAIM
159
International Assets Investment Management
Florida
$251K -$7.38K -295 -3%
VRS
160
Virginia Retirement Systems
Virginia
$251K +$7.51K +300 +3%
GW
161
GW & Wade
Massachusetts
$251K +$271K +10,812 New
MAM
162
Must Asset Management
South Korea
$238K
LIP
163
Liontrust Investment Partners
United Kingdom
$232K -$375K -15,000 -60%
SCA
164
Spearhead Capital Advisors
Florida
$231K +$175 +7 +0.1%
LPL Financial
165
LPL Financial
California
$222K -$64K -2,557 -21%
Prudential Financial
166
Prudential Financial
New Jersey
$221K -$30.5K -1,219 -11%
AIP
167
Ameritas Investment Partners
Nebraska
$213K
FAIM
168
Financial Advocates Investment Management
Washington
$207K
BFEC
169
Benjamin F. Edwards & Company
Missouri
$206K -$601 -24 -0.3%
ELI
170
Empire Life Investments
Ontario, Canada
$198K +$214K +8,536 New
TRCT
171
Tower Research Capital (TRC)
New York
$188K -$38.7K -1,548 -16%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$167K -$593K -23,701 -77%
SO
173
STRS Ohio
Ohio
$165K
Canada Life
174
Canada Life
Manitoba, Canada
$157K
Daiwa Securities Group
175
Daiwa Securities Group
Japan
$129K +$73.4K +2,934 +113%