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Upwork
UPWK

Overview Fund Activity

225 hedge funds and large institutions have $2.1B invested in Upwork in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-8
Holders Change %
-3.43%
% of All Funds
3.8%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.24%
New
30
Increased
76
Reduced
81
Closed
34
Calls
$31.2M
Puts
$44.3M
Net Calls
-$13.1M
Net Calls Change
-$17.4M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.6M
2
DAM
2
Dorsey Asset Management
Illinois
$55.2M
3
BC
3
BIT Capital
Germany
$32.7M
4
HRCM
4
Hawk Ridge Capital Management
California
$69.4M
5
FCM
5
Frontier Capital Management
Massachusetts
$14.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$82.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
176
Amundi
France
$58K +$56.8K +2,796 +4,821%
Simplex Trading
177
Simplex Trading
Illinois
$57K +$57K +2,800 New
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$56K -$516 -25 -0.9%
MIFH
179
Migdal Insurance & Financial Holdings
Israel
$56K +$615 +30 +1%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$41K +$3.59K +172 +10%
FPS
181
Fieldpoint Private Securities
Connecticut
$27K – – –
HIA
182
Harbor Investment Advisory
Maryland
$27K +$16.4K +803 +154%
FIA
183
FNY Investment Advisers
New York
$27K +$27K +1,319 New
LC
184
Lindbrook Capital
California
$17K +$1.3K +63 +8%
S
185
SignatureFD
Georgia
$16K -$1.7K -81 -10%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K +$1.55K +75 +11%
CG
187
Cutler Group
California
$12K -$43.2K -2,244 -78%
ZIG
188
Zullo Investment Group
Pennsylvania
$12K -$8.5K -425 -41%
BCV
189
Banque Cantonale Vaudoise
Switzerland
$12K – – –
SWM
190
Selective Wealth Management
Virginia
$12K – – –
LFA
191
Level Financial Advisors
New York
$12K +$12K +565 New
HNB
192
Huntington National Bank
Ohio
$10K -$6K -300 -38%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$10K -$343 -18 -3%
HFM
194
Harvest Fund Management
China
$10K – – –
PC
195
Pier Capital
Connecticut
$10K – – –
ME
196
McIlrath & Eck
Washington
$9K – – –
PA
197
Parallel Advisors
California
$7K -$16.2K -745 -70%
MHR
198
Matthew Hamilton Rosenberg
$7K – – –
CA
199
Clearstead Advisors
Ohio
$7K – – –
FF
200
FourThought Financial
Florida
$6K +$6K +284 New
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8
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