We are live on ! Find out more

228 hedge funds and large institutions have $1.39B invested in Upwork in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

2% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $20.4M

1% more funds holding

Funds holding: 226228 (+2)

0.11% less ownership

Funds ownership: 78.36%78.25% (-0.11%)

34% less capital invested

Capital invested by funds: $2.1B → $1.39B (-$706M)

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.09%
New
35
Increased
78
Reduced
73
Closed
31
Calls
$20.9M
Puts
$20.4M
Net Calls
+$495K
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$88K -$2.09K -111 -2%
BFEC
177
Benjamin F. Edwards & Company
Missouri
$83K -$37.6K -2,000 -25%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$77K +$96.4K +5,129 +977%
Daiwa Securities Group
179
Daiwa Securities Group
Japan
$66K -$77.7K -4,132 -46%
UBS Group
180
UBS Group
Switzerland
$63K +$20.5K +1,089 +31%
SAM
181
Shell Asset Management
Netherlands
$57K -$10.2K -542 -12%
LSA
182
Leonteq Securities AG
Switzerland
$51.7K +$3.82K +203 +6%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$46K +$7.26K +386 +13%
MIFH
184
Migdal Insurance & Financial Holdings
Israel
$38K -$75 -4 -0.1%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$25K -$2.63K -140 -7%
Walleye Trading
186
Walleye Trading
New York
$24K -$87.6K -4,661 -73%
HIA
187
Harbor Investment Advisory
Maryland
$18K
LC
188
Lindbrook Capital
California
$16K +$7.18K +382 +46%
CG
189
Cutler Group
California
$15K +$10.1K +535 +86%
BIA
190
Bell Investment Advisors
California
$15K +$20.8K +1,108 +3,957%
WFA
191
Wipfli Financial Advisors
Wisconsin
$14K +$19.9K +1,057 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
S
193
SignatureFD
Georgia
$10K -$526 -28 -4%
BCV
194
Banque Cantonale Vaudoise
Switzerland
$8K
ZIG
195
Zullo Investment Group
Pennsylvania
$8K
HFM
196
Harvest Fund Management
China
$7K
HNB
197
Huntington National Bank
Ohio
$7K
PC
198
Pier Capital
Connecticut
$7K
ME
199
McIlrath & Eck
Washington
$6K
Franklin Resources
200
Franklin Resources
California
$6K +$8.55K +455 New

UPWK Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q3 2022, worth a combined $1.39B — down 34% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UPWK positions and 31 closed out — a net gain of 4 holders — while 78 added to existing stakes and 73 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $43.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $69.5M.

  • 228 institutional investors held Upwork (UPWK) as of Q3 2022, up from 226 in Q2 2022.
  • Funds reported $1.39B of Upwork stock for Q3 2022, down 34% quarter-over-quarter.
  • 35 funds opened new Upwork positions in Q3 2022 and 31 closed out, a net change of +4 holders.
  • The largest Upwork buyer in Q3 2022 was Janus Henderson Group, an estimated $43.5M added.
  • The largest Upwork seller in Q3 2022 was T. Rowe Price Associates, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2022.