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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M
4
MCO
MAK Capital One
New York
$15.5M
5
Millennium Management
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.23M
2
Capital International Investors
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
Deutsche Bank
Germany
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
151
Diversified Trust
Tennessee
$212K -$103K -9,073 -33%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$210K +$210K +18,497 New
Stifel Financial
153
Stifel Financial
Missouri
$208K -$163K -14,341 -44%
CIP
154
Cornerstone Investment Partners
Georgia
$201K -$16.8K -1,475 -8%
SO
155
STRS Ohio
Ohio
$198K +$198K +17,500 New
ECM
156
ExodusPoint Capital Management
New York
$189K -$2.25M -197,313 -92%
AC
157
AXQ Capital
New Jersey
$189K +$189K +16,600 New
LOAMU
158
Lombard Odier Asset Management (USA)
New York
$188K +$188K +16,575 New
ProShare Advisors
159
ProShare Advisors
Maryland
$183K -$216 -19 -0.1%
LPL Financial
160
LPL Financial
California
$175K +$175K +15,427 New
FCH
161
Freestone Capital Holdings
Washington
$174K – – –
ECM
162
Engine Capital Management
New York
$170K – – –
JWCA
163
J.W. Cole Advisors
Florida
$166K +$166K +14,630 New
WWP
164
Waypoint Wealth Partners
California
$164K – – –
FRM
165
Fox Run Management
Connecticut
$164K +$164K +14,415 New
TI
166
Tidal Investments
Wisconsin
$162K -$7.52K -662 -4%
CGH
167
Crossmark Global Holdings
Texas
$161K +$7.64K +666 +5%
XT
168
XTX Topco
Cayman Islands
$158K -$73.4K -6,458 -32%
OTL
169
Oak Thistle LLC
New York
$158K +$158K +13,937 New
SG Americas Securities
170
SG Americas Securities
New York
$155K -$213K -18,841 -58%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$152K – – –
Principal Financial Group
172
Principal Financial Group
Iowa
$148K -$17.7K -1,554 -11%
Victory Capital Management
173
Victory Capital Management
Texas
$148K +$4.83K +425 +3%
WP
174
Woodline Partners
California
$148K -$707K -62,207 -83%
DTL
175
Dynamic Technology Lab
Singapore
$140K +$140K +12,290 New
5 6
7
8 9