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Upwork
UPWK

Overview Fund Activity

212 hedge funds and large institutions have $960M invested in Upwork in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-15
Holders Change %
-6.61%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
75
Reduced
68
Closed
46
Calls
$6.97M
Puts
$10.4M
Net Calls
-$3.48M
Net Calls Change
-$2.49M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
AA
Ancient Art
Texas
$54.7M
3
DAM
Dorsey Asset Management
Illinois
$43.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$129M
5
ICM
Invenomic Capital Management
Massachusetts
$21M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Macquarie Group
Macquarie Group
Australia
$0
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
151
Crossmark Global Holdings
Texas
$138K – – –
Principal Financial Group
152
Principal Financial Group
Iowa
$136K +$12.1K +1,295 +10%
WWP
153
Waypoint Wealth Partners
California
$135K – – –
Wolverine Trading
154
Wolverine Trading
Illinois
$128K +$128K +14,165 New
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$125K – – –
Victory Capital Management
156
Victory Capital Management
Texas
$118K -$2.76K -295 -2%
TCM
157
Teza Capital Management
Illinois
$114K +$114K +12,155 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$102K -$14.5K -2,509 -12%
PAMS
159
Pictet Asset Management (Switzerland)
Switzerland
$101K – – –
GW
160
GW & Wade
Massachusetts
$100K – – –
SWM
161
SeaCrest Wealth Management
New York
$96.9K – – –
AIP
162
Ameritas Investment Partners
Nebraska
$95.5K +$10.1K +1,078 +12%
GSEP
163
Golden State Equity Partners
California
$93.4K +$93.4K +10,000 New
ELI
164
Empire Life Investments
Ontario, Canada
$85.9K +$971 +104 +1%
M
165
Murchinson
Ontario, Canada
$70.1K +$70.1K +7,500 New
EIM
166
Essex Investment Management
Massachusetts
$65K -$2.02M -215,824 -97%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$62.5K +$4.95K +530 +9%
HI
168
Harbour Investments
Wisconsin
$53.4K – – –
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$39.5K +$36.1K +3,860 +1,043%
SAM
170
Shell Asset Management
Netherlands
$36K -$216 -23 -0.6%
Walleye Trading
171
Walleye Trading
New York
$35K -$115K -12,332 -77%
Osaic Holdings
172
Osaic Holdings
Arizona
$31.1K +$374 +40 +1%
MIFH
173
Migdal Insurance & Financial Holdings
Israel
$25K -$25K -2,727 -50%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$24.3K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$22K -$10.1K -1,081 -31%
5 6
7
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