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Upwork
UPWK

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in Upwork in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
93
Reduced
60
Closed
24
Calls
$9.05M
Puts
$10M
Net Calls
-$994K
Net Calls Change
-$13.1M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M
4
AA
4
Ancient Art
Texas
$34.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$581K
2
Millennium Management
2
Millennium Management
New York
$3.24M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$853K
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
151
Waypoint Wealth Partners
California
$164K – – –
ProShare Advisors
152
ProShare Advisors
Maryland
$162K -$15.1K -1,333 -9%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$154K +$154K +13,157 New
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$151K – – –
CGH
155
Crossmark Global Holdings
Texas
$151K +$45 +4 +0%
Principal Financial Group
156
Principal Financial Group
Iowa
$151K -$13.6K -1,197 -8%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$149K +$805 +71 +0.5%
Victory Capital Management
158
Victory Capital Management
Texas
$146K +$294 +26 +0.2%
CC
159
Corton Capital
Ontario, Canada
$130K -$12.4K -1,092 -9%
HighTower Advisors
160
HighTower Advisors
Illinois
$129K -$15.1K -1,328 -11%
Amundi
161
Amundi
France
$126K – – –
PAMS
162
Pictet Asset Management (Switzerland)
Switzerland
$122K – – –
TI
163
Tidal Investments
Wisconsin
$121K -$26.9K -2,364 -18%
GW
164
GW & Wade
Massachusetts
$121K – – –
SSA
165
Schonfeld Strategic Advisors
New York
$119K -$469K -41,430 -80%
CMI
166
Clare Market Investments
Texas
$118K -$44K -3,885 -27%
SWM
167
SeaCrest Wealth Management
New York
$117K – – –
AIP
168
Ameritas Investment Partners
Nebraska
$104K – – –
ELI
169
Empire Life Investments
Ontario, Canada
$103K +$2.16K +191 +2%
TRCT
170
Tower Research Capital (TRC)
New York
$96K +$24.7K +2,190 +35%
PMEF
171
Point72 Middle East FZE
United Arab Emirates
$77K +$6.15K +543 +9%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$69.7K -$15.4K -1,362 -18%
HI
173
Harbour Investments
Wisconsin
$64.7K +$64.7K +5,715 New
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$59K +$29.6K +2,734 +101%
Simplex Trading
175
Simplex Trading
Illinois
$49K -$85.2K -7,529 -63%
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7
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