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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.9M
2
DSCM
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ICM
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
FGAM
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
151
Duality Advisers
Florida
$400K -$64.3K -5,245 -14%
PFM
152
Premier Fund Managers
United Kingdom
$394K -$64.6K -5,262 -14%
OR
153
Olympiad Research
Connecticut
$388K +$172K +14,013 +80%
PCM
154
Prelude Capital Management
New York
$376K +$376K +30,662 New
YDMI
155
Y.D. More Investments
Israel
$360K +$360K +29,340 New
SGAM
156
Smith Group Asset Management
Texas
$355K +$355K +28,972 New
American Century Companies
157
American Century Companies
Missouri
$341K – – –
FRM
158
Fox Run Management
Connecticut
$337K -$80.2K -6,541 -19%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$327K – – –
TCM
160
Teza Capital Management
Illinois
$317K +$41.6K +3,397 +15%
RJA
161
Raymond James & Associates
Florida
$311K +$53.6K +4,370 +21%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$301K +$79.7K +6,500 +36%
AIM
163
Aigen Investment Management
New York
$277K -$676K -55,141 -71%
Point72 Asset Management
164
Point72 Asset Management
Connecticut
$277K +$277K +22,600 New
ProShare Advisors
165
ProShare Advisors
Maryland
$276K +$21.7K +1,771 +9%
OQS
166
Occudo Quantitative Strategies
Florida
$261K -$1.01M -82,393 -79%
Victory Capital Management
167
Victory Capital Management
Texas
$258K +$59.1K +4,824 +30%
GS
168
GTS Securities
New York
$255K +$28.1K +2,289 +12%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$253K – – –
TSS
170
Two Sigma Securities
New York
$220K +$220K +17,981 New
CIP
171
Cornerstone Investment Partners
Georgia
$219K +$1.88K +153 +0.9%
SOW
172
State of Wyoming
Wyoming
$215K +$58.6K +4,782 +37%
BHCM
173
Brevan Howard Capital Management
Jersey
$214K +$20.5K +1,672 +11%
PTC
174
Petrus Trust Company
Texas
$210K +$210K +17,139 New
ECM
175
ExodusPoint Capital Management
New York
$210K -$944K -77,024 -82%
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