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Upwork
UPWK

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in Upwork in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
93
Reduced
60
Closed
24
Calls
$9.05M
Puts
$10M
Net Calls
-$994K
Net Calls Change
-$13.1M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M
4
AA
4
Ancient Art
Texas
$34.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$581K
2
Millennium Management
2
Millennium Management
New York
$3.24M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$853K
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Shell Asset Management
Netherlands
$44K -$148 -13 -0.3%
QL
177
Quarry LP
New York
$39.5K +$19K +1,675 +92%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$39K -$24.3K -2,150 -38%
Osaic Holdings
179
Osaic Holdings
Arizona
$37.2K -$23.7K -2,096 -39%
Russell Investments Group
180
Russell Investments Group
United Kingdom
$29.4K +$25.1K +2,215 +575%
NA
181
NewEdge Advisors
Louisiana
$28.2K -$3.44K -304 -11%
Franklin Resources
182
Franklin Resources
California
$25.3K +$23.9K +2,108 +1,660%
WP
183
WealthPLAN Partners
Nebraska
$22.6K +$22.6K +2,000 New
C
184
Covestor
United Kingdom
$21K -$2.32K -211 -10%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$20.8K +$102 +9 +0.5%
LC
186
Lindbrook Capital
California
$15.3K +$7.54K +666 +97%
HNB
187
Huntington National Bank
Ohio
$15.1K +$3.76K +332 +33%
HIA
188
Harbor Investment Advisory
Maryland
$15K – – –
BIA
189
Bell Investment Advisors
California
$14.9K +$125 +11 +0.8%
IAIM
190
International Assets Investment Management
Florida
$14.9K +$14.9K +1,313 New
S
191
SignatureFD
Georgia
$12.2K +$5.73K +506 +88%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.68K – – –
ASN
193
Advisory Services Network
Georgia
$8.58K +$1.96K +173 +30%
BCV
194
Banque Cantonale Vaudoise
Switzerland
$7K – – –
EI
195
Ellevest Inc
New York
$6.46K +$2.03K +179 +46%
AAS
196
Ameritas Advisory Services
Nebraska
$6.37K +$6.37K +620 New
GWSG
197
GPS Wealth Strategies Group
Colorado
$5.66K +$5.66K +500 New
ME
198
McIlrath & Eck
Washington
$5K – – –
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$4.82K – – –
CWM
200
Compass Wealth Management
Connecticut
$4.53K – – –
6 7
8
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