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234 hedge funds and large institutions have $2.24B invested in Upwork in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $22.4M

0.95% more ownership

Funds ownership: 74.7%75.65% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

13% less funds holding

Funds holding: 270234 (-36)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less capital invested

Capital invested by funds: $3.27B → $2.24B (-$1.03B)

52% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 62

Holders
234
Holders Change
-36
Holders Change %
-13.33%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
176
VanEck Associates
New York
$127K +$137K +5,458 New
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$120K +$131K +5,228 New
SAM
178
Shell Asset Management
Netherlands
$108K -$17.1K -685 -13%
UBS Group
179
UBS Group
Switzerland
$98K -$514K -20,540 -83%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$92K -$2.25K -90 -2%
LSA
181
Leonteq Securities AG
Switzerland
$86.1K +$27.5K +1,097 +42%
CG
182
Cutler Group
California
$66K -$10K -400 -12%
MIFH
183
Migdal Insurance & Financial Holdings
Israel
$64K -$390K -15,571 -85%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$64K -$1.28K -51 -2%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$42K +$3.3K +132 +8%
SOW
186
State of Wyoming
Wyoming
$32K +$6.26K +250 +22%
FPS
187
Fieldpoint Private Securities
Connecticut
$30K
Macquarie Group
188
Macquarie Group
Australia
$25.6K +$2.63M +105,087 +11%
PA
189
Parallel Advisors
California
$25K -$2.28K -91 -8%
ZIG
190
Zullo Investment Group
Pennsylvania
$24K +$5.63K +225 +28%
S
191
SignatureFD
Georgia
$20K -$651 -26 -3%
HNB
192
Huntington National Bank
Ohio
$19K +$20K +800 New
LC
193
Lindbrook Capital
California
$18K -$19.3K -771 -50%
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K -$34.3K -1,370 -66%
DC
195
DeDora Capital
California
$16K +$17K +679 New
BCV
196
Banque Cantonale Vaudoise
Switzerland
$14K
SWM
197
Selective Wealth Management
Virginia
$14K
KPCM
198
Kings Point Capital Management
New York
$12K -$751 -30 -5%
HIA
199
Harbor Investment Advisory
Maryland
$12K
PC
200
Pier Capital
Connecticut
$11K -$6.34M -253,258 -100%