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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M
4
MCO
MAK Capital One
New York
$15.5M
5
Millennium Management
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.23M
2
Capital International Investors
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
Deutsche Bank
Germany
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$140K +$23.6K +2,077 +20%
JFG
177
Jefferies Financial Group
New York
$137K -$55.4K -4,873 -29%
SPA
178
Sherbrooke Park Advisers
New York
$135K +$135K +11,864 New
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$132K +$132K +11,617 New
Walleye Trading
180
Walleye Trading
New York
$132K +$89.2K +7,849 +209%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$123K +$123K +10,810 New
GW
182
GW & Wade
Massachusetts
$122K – – –
TSS
183
Two Sigma Securities
New York
$116K +$116K +10,198 New
SWM
184
SeaCrest Wealth Management
New York
$115K -$2.45K -216 -2%
Parallax Volatility Advisers
185
Parallax Volatility Advisers
California
$114K -$115K -10,153 -50%
ELI
186
Empire Life Investments
Ontario, Canada
$103K -$1.18K -104 -1%
Russell Investments Group
187
Russell Investments Group
United Kingdom
$94.4K +$64.8K +5,708 +220%
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
$81K +$5.04K +444 +7%
HI
189
Harbour Investments
Wisconsin
$65.1K +$170 +15 +0.3%
EIM
190
Essex Investment Management
Massachusetts
$58.8K -$20.3K -1,789 -26%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$49K +$25.3K +2,236 +107%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$48.3K +$284 +25 +0.6%
SAM
193
Shell Asset Management
Netherlands
$43K -$672 -59 -2%
Osaic Holdings
194
Osaic Holdings
Arizona
$42.9K +$5.16K +454 +14%
Franklin Resources
195
Franklin Resources
California
$38.4K -$631K -55,506 -94%
MIFH
196
Migdal Insurance & Financial Holdings
Israel
$31K -$287 -25 -0.9%
Simplex Trading
197
Simplex Trading
Illinois
$26K -$371K -32,715 -93%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$26K – – –
QL
199
Quarry LP
New York
$23.3K +$16.1K +1,420 +225%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$23K -$3.78K -334 -14%
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