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Upwork
UPWK

Overview Fund Activity

181 hedge funds and large institutions have $1.33B invested in Upwork in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
45
Increased
58
Reduced
55
Closed
27
Calls
$23.1M
Puts
$11.5M
Net Calls
+$11.6M
Net Calls Change
+$4.72M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$43.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$94.1M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$65.6M
4
CI
Clal Insurance
Israel
$20.5M
5
KCM
Kornitzer Capital Management
Kansas
$25.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$64.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$426K
3
Goldman Sachs
Goldman Sachs
New York
$3.26M
4
Deutsche Bank
Deutsche Bank
Germany
$1.38M
5
MIOT
Massachusetts Institute of Technology
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
SFS
177
Sowell Financial Services
Arkansas
$3K – – –
FCH
178
Freestone Capital Holdings
Washington
$2.27K +$2.27K +130 New
PMFA
179
Plante Moran Financial Advisors
Michigan
$2K -$5.3K -265 -73%
IA
180
IFP Advisors
Florida
$2K +$2K +100 New
GWS
181
Glassman Wealth Services
Virginia
$1K – – –
APG
182
Andrew P. Goldfarb
– -$102M -7,054,605 Closed
MIOT
183
Massachusetts Institute of Technology
Massachusetts
– -$5.65M -390,902 Closed
Group One Trading
184
Group One Trading
Illinois
– -$2.53M -174,839 Closed
JGC
185
J. Goldman & Co
New York
– -$2.05M -141,696 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
– -$1.68M -116,350 Closed
SG Americas Securities
187
SG Americas Securities
New York
– -$1.48M -102,135 Closed
GT
188
Glenmede Trust
Pennsylvania
– -$973K -67,449 Closed
CFM
189
Comprehensive Financial Management
California
– -$874K -60,496 Closed
VF
190
Virtu Financial
New York
– -$572K -39,632 Closed
Wolverine Trading
191
Wolverine Trading
Illinois
– -$551K -38,716 Closed
AR
192
Advisory Research
Illinois
– -$486K -33,666 Closed
BFM
193
Boothbay Fund Management
New York
– -$474K -32,832 Closed
TI
194
Tidal Investments
Wisconsin
– -$322K -22,275 Closed
FPC
195
Falcon Point Capital
California
– -$261K -18,101 Closed
ACM
196
AlphaCrest Capital Management
New York
– -$227K -15,700 Closed
BBVA
197
Banco Bilbao Vizcaya Argentaria
Spain
– -$216K -15,000 Closed
SPM
198
Symmetry Peak Management
Pennsylvania
– -$217K -15,000 Closed
Coatue Management
199
Coatue Management
New York
– -$204K -14,123 Closed
WJWM
200
Williams Jones Wealth Management
New York
– -$188K -13,000 Closed
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