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233 hedge funds and large institutions have $2.84B invested in Upwork in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 23

168% more call options, than puts

Call options by funds: $98.7M | Put options by funds: $36.8M

113% more capital invested

Capital invested by funds: $1.33B → $2.84B (+$1.51B)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

29% more funds holding

Funds holding: 181233 (+52)

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

3.61% more ownership

Funds ownership: 63.82%67.43% (+3.6%)

Holders
233
Holders Change
+52
Holders Change %
+28.73%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
78
Increased
71
Reduced
63
Closed
23
Calls
$98.7M
Puts
$36.8M
Net Calls
+$61.9M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
201
Freestone Capital Holdings
Washington
$118K +$93.8K +3,280 +2,523%
SPIA
202
Steward Partners Investment Advisory
New York
$69K +$28.6K +1,000 +100%
Macquarie Group
203
Macquarie Group
Australia
$67K
FMT
204
First Mercantile Trust
Tennessee
$65K -$4.43K -155 -8%
AS
205
Altshuler Shaham
Israel
$55K -$47.6K -1,665 -51%
FPS
206
Fieldpoint Private Securities
Connecticut
$45K +$37.2K +1,300 New
TWA
207
TCI Wealth Advisors
Arizona
$29K +$24.4K +853 New
HWM
208
Holloway Wealth Management
Florida
$25K
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$25K +$20.8K +728 New
AWA
210
Arkadios Wealth Advisors
Georgia
$23K
S
211
SignatureFD
Georgia
$19K +$743 +26 +5%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$18K
SFO
213
Standard Family Office
South Dakota
$18K +$14.6K +511 New
KPCM
214
Kings Point Capital Management
New York
$18K +$15.2K +533 New
CA
215
Clearstead Advisors
Ohio
$17K
HFM
216
Harvest Fund Management
China
$17K +$14.8K +519 New
Credit Agricole
217
Credit Agricole
France
$13K +$10.6K +370 New
MA
218
Montag & Associates
Georgia
$9K +$7.24K +253 New
RE
219
RBC Europe
United Kingdom
$6.21K +$5.15K +180 New
PFPT
220
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K
SFS
221
Sowell Financial Services
Arkansas
$5K
CCA
222
Childress Capital Advisors
Texas
$4K +$3.2K +112 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$3K
IA
224
IFP Advisors
Florida
$3K
GEA
225
Glen Eagle Advisors
New Jersey
$2.07K +$1.72K +60 New