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Upwork
UPWK

Overview Fund Activity

218 hedge funds and large institutions have $1.08B invested in Upwork in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-29
Holders Change %
-11.74%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
68
Reduced
83
Closed
64
Calls
$21.5M
Puts
$18.6M
Net Calls
+$2.95M
Net Calls Change
+$1.86M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$107M
2
ECM
2
Engine Capital Management
New York
$51M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$18.5M
4
Capital International Investors
4
Capital International Investors
California
$34.8M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$8.37M

Top Sellers

1
DSCM
1
Divisadero Street Capital Management
Florida
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$4.29M
3
BCM
3
Bares Capital Management
Texas
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.36M
5
GCP
5
Greenoaks Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
176
Amalgamated Bank
New York
$46K – – –
Jones Financial Companies
177
Jones Financial Companies
Missouri
$27.7K +$897 +85 +3%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$22K -$2.47K -236 -10%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$21.7K +$3.03K +290 +16%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5K – – –
NA
181
NewEdge Advisors
Louisiana
$20.7K – – –
IA
182
IFP Advisors
Florida
$20.5K +$19.4K +1,861 +1,861%
BTI
183
Blue Trust Inc
Georgia
$20.3K +$7.6K +707 +60%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$19K +$2.72K +260 +17%
PA
185
Parallel Advisors
California
$16.9K +$731 +70 +5%
QCG
186
Quadrant Capital Group
Ohio
$13.6K +$2.07K +198 +18%
BIA
187
Bell Investment Advisors
California
$12.8K – – –
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$11.3K +$11.3K +1,073 New
S
189
SignatureFD
Georgia
$7.92K -$1.56K -149 -16%
NC
190
NewSquare Capital
Pennsylvania
$7.37K +$7.37K +705 New
ACM
191
Aquatic Capital Management
Illinois
$6.27K +$6.27K +600 New
FFA
192
Farther Finance Advisors
California
$5.42K +$3.82K +365 +237%
CFGS
193
Concourse Financial Group Securities
Alabama
$5.3K -$24K -2,300 -82%
PD
194
Point72 (DIFC)
United Arab Emirates
$5.05K +$5.05K +483 New
ACM
195
Aster Capital Management
United Arab Emirates
$4.17K +$4.17K +399 New
Russell Investments Group
196
Russell Investments Group
United Kingdom
$4.09K -$60.5K -5,792 -94%
Comerica Bank
197
Comerica Bank
Texas
$3.37K – – –
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$2.76K +$2.76K +264 New
Optiver Holding
199
Optiver Holding
Netherlands
$1.87K -$11.6K -1,110 -86%
CPA
200
Capital Performance Advisors
California
$1.71K +$1.71K +164 New
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8
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