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Upwork
UPWK

Overview Fund Activity

277 hedge funds and large institutions have $4.2B invested in Upwork in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
4.86%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
52
Increased
99
Reduced
82
Closed
41
Calls
$65.9M
Puts
$69.2M
Net Calls
-$3.3M
Net Calls Change
-$33.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$572M
2
XEA
XN Exponent Advisors
New York
$74.4M
3
DCP
Durable Capital Partners
Maryland
$106M
4
BlackRock
BlackRock
New York
$361M
5
EAM
Eagle Asset Management
Florida
$20.2M

Top Sellers

1
CAM
Contour Asset Management
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$59M
3
FAM
Fred Alger Management
New York
$59.2M
4
DCM
Driehaus Capital Management
Illinois
$0
5
Invesco
Invesco
Georgia
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$562K +$86.4K +1,740 +18%
Lazard Asset Management
177
Lazard Asset Management
New York
$540K +$405K +9,000 +300%
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$531K -$578K -12,848 -52%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$511K +$511K +11,357 New
DCM
180
Dupont Capital Management
Delaware
$499K -$70.6K -1,568 -12%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$495K – – –
SWP
182
Strategic Wealth Partners
Ohio
$488K +$488K +10,835 New
IAIM
183
International Assets Investment Management
Florida
$470K -$39.9K -887 -8%
IA
184
IndexIQ Advisors
New York
$452K +$45.2K +1,005 +11%
SFM
185
Sphera Funds Management
Israel
$450K +$450K +10,000 New
RCAG
186
Rehmann Capital Advisory Group
Michigan
$449K -$4.39M -7,035 -91%
KFA
187
Kelleher Financial Advisors
New York
$448K +$135K +3,000 +43%
SCA
188
Spearhead Capital Advisors
Florida
$443K -$2.66K -59 -0.6%
MAM
189
Must Asset Management
South Korea
$440K -$250K -5,697 -36%
OC
190
Oppenheimer & Co
New York
$423K – – –
RJT
191
Raymond James Trust
Florida
$413K +$111K +2,467 +37%
HighTower Advisors
192
HighTower Advisors
Illinois
$412K -$84.5K -1,869 -17%
AIP
193
Ameritas Investment Partners
Nebraska
$412K – – –
BFEC
194
Benjamin F. Edwards & Company
Missouri
$400K – – –
FAIM
195
Financial Advocates Investment Management
Washington
$400K – – –
DAS
196
Dynamic Advisor Solutions
Arizona
$383K +$225K +5,000 +143%
JPMPWA
197
J.P. Morgan Private Wealth Advisors
California
$378K +$163K +3,610 +75%
CANY
198
Caxton Associates (New York)
New York
$369K +$369K +8,201 New
IMRF
199
Illinois Municipal Retirement Fund
Illinois
$354K +$354K +7,854 New
RJFSA
200
Raymond James Financial Services Advisors
Florida
$339K +$42.5K +942 +14%
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