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Upwork
UPWK

Overview Fund Activity

218 hedge funds and large institutions have $1.08B invested in Upwork in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-29
Holders Change %
-11.74%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
68
Reduced
83
Closed
64
Calls
$21.5M
Puts
$18.6M
Net Calls
+$2.95M
Net Calls Change
+$1.86M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$107M
2
ECM
Engine Capital Management
New York
$51M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.5M
4
Capital International Investors
Capital International Investors
California
$34.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$8.37M

Top Sellers

1
DSCM
Divisadero Street Capital Management
Florida
$0
2
Allianz Asset Management
Allianz Asset Management
Germany
$4.29M
3
BCM
Bares Capital Management
Texas
$0
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.36M
5
GCP
Greenoaks Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
151
State of Wyoming
Wyoming
$152K +$78.4K +7,507 +107%
SIP
152
Stoneridge Investment Partners
Pennsylvania
$144K – – –
CFG
153
Citizens Financial Group
Rhode Island
$143K +$22.2K +2,129 +18%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$140K – – –
AIP
155
Ameritas Investment Partners
Nebraska
$135K – – –
OQS
156
Occudo Quantitative Strategies
Florida
$123K -$70.6K -6,756 -36%
Principal Financial Group
157
Principal Financial Group
Iowa
$122K -$54K -5,164 -31%
New York State Teachers Retirement System (NYSTRS)
158
New York State Teachers Retirement System (NYSTRS)
New York
$120K – – –
Man Group
159
Man Group
United Kingdom
$115K -$327K -31,273 -74%
HighTower Advisors
160
HighTower Advisors
Illinois
$115K -$686K -65,811 -86%
Prudential Financial
161
Prudential Financial
New Jersey
$108K -$4.7M -449,365 -98%
SWM
162
SeaCrest Wealth Management
New York
$105K – – –
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
$90.8K +$90.8K +8,700 New
A
164
AlphaQuest
New York
$87.6K -$156K -14,929 -64%
SAM
165
Shell Asset Management
Netherlands
$80K +$80K +7,619 New
PI
166
PEAK6 Investments
Illinois
$77K +$77K +7,370 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$75.9K -$1.66M -158,644 -96%
TRCT
168
Tower Research Capital (TRC)
New York
$72.6K -$141K -13,502 -66%
Canada Pension Plan Investment Board
169
Canada Pension Plan Investment Board
Ontario, Canada
$67.9K -$3.14M -300,400 -98%
QL
170
Quarry LP
New York
$64.8K +$19.3K +1,851 +43%
Osaic Holdings
171
Osaic Holdings
Arizona
$63.9K -$39.5K -3,776 -38%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$62K +$25.9K +2,467 +72%
HI
173
Harbour Investments
Wisconsin
$56K -$4.14K -396 -7%
Federated Hermes
174
Federated Hermes
Pennsylvania
$54K -$3.28M -313,488 -98%
KBC Group
175
KBC Group
Belgium
$50K +$15.6K +1,497 +45%
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