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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.9M
2
DSCM
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ICM
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
FGAM
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$207K +$141K +11,532 +216%
Principal Financial Group
177
Principal Financial Group
Iowa
$206K +$30.1K +2,457 +17%
NRD
178
Nebula Research & Development
New York
$202K +$202K +16,513 New
ECM
179
Engine Capital Management
New York
$183K – – –
DT
180
Diversified Trust
Tennessee
$180K -$20.1K -1,642 -10%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$178K +$19.1K +1,556 +12%
WWP
182
Waypoint Wealth Partners
California
$177K – – –
CGH
183
Crossmark Global Holdings
Texas
$176K – – –
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$176K – – –
SIP
185
Stoneridge Investment Partners
Pennsylvania
$169K +$169K +13,822 New
A
186
AlphaQuest
New York
$169K +$164K +13,379 +3,512%
VI
187
Versor Investments
New York
$164K -$303K -24,674 -65%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$164K – – –
AIP
189
Ameritas Investment Partners
Nebraska
$159K – – –
NC
190
nVerses Capital
Florida
$154K +$154K +12,600 New
Capstone Investment Advisors
191
Capstone Investment Advisors
New York
$152K +$152K +12,395 New
Grantham, Mayo, Van Otterloo & Co (GMO)
192
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$151K +$151K +12,324 New
BA
193
Bristlecone Advisors
Washington
$151K +$151K +12,286 New
VA
194
Vident Advisory
Georgia
$148K +$24.1K +1,966 +19%
CMF
195
Counterpoint Mutual Funds
California
$141K +$141K +11,511 New
Simplex Trading
196
Simplex Trading
Illinois
$136K -$390K -32,014 -74%
HIP
197
HUB Investment Partners
Texas
$132K +$132K +10,740 New
PAS
198
Point72 Asia (Singapore)
Singapore
$131K +$131K +10,649 New
CFGS
199
Concourse Financial Group Securities
Alabama
$128K +$12.9K +1,049 +11%
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$128K +$128K +10,724 New
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