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Upwork
UPWK

Overview Fund Activity

268 hedge funds and large institutions have $3.76B invested in Upwork in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+35
Holders Change %
+15.02%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
63
Increased
90
Reduced
97
Closed
27
Calls
$112M
Puts
$48.5M
Net Calls
+$63.9M
Net Calls Change
+$2.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$121M
2
SIM
SRS Investment Management
New York
$109M
3
BC
BIT Capital
Germany
$196M
4
FAM
Fred Alger Management
New York
$50.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$431M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$4.85M
2
AA
Ancient Art
Texas
$96.3M
3
DCM
Driehaus Capital Management
Illinois
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.1M
5
FCM
Frontier Capital Management
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$278K +$536 +12 +0.2%
AC
202
Athanor Capital
New York
$256K -$1.69M -37,918 -87%
SAM
203
Silvercrest Asset Management
New York
$252K +$252K +5,619 New
BFM
204
Boothbay Fund Management
New York
$252K +$252K +5,635 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$244K -$2.63M -54,196 -92%
YIH
206
Y-Intercept (HK)
Hong Kong
$244K +$244K +5,742 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
207
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$242K -$8.46M -188,700 -97%
PAMU
208
Pictet Asset Management (UK)
United Kingdom
$242K -$986K -21,996 -80%
CIM
209
CIM Investment Management
Pennsylvania
$235K -$263K -5,871 -53%
Canada Life
210
Canada Life
Manitoba, Canada
$228K – – –
Marshall Wace
211
Marshall Wace
United Kingdom
$227K +$227K +5,074 New
EWM
212
Edge Wealth Management
New York
$224K -$112K -2,500 -33%
IIA
213
IPG Investment Advisors
California
$224K +$224K +5,000 New
KAS
214
Kestra Advisory Services
Texas
$222K -$192K -4,289 -46%
NA
215
NewEdge Advisors
Louisiana
$217K -$85.1K -1,900 -28%
Sumitomo Mitsui Trust Group
216
Sumitomo Mitsui Trust Group
Japan
$214K +$214K +4,777 New
Baird Financial Group
217
Baird Financial Group
Wisconsin
$213K +$213K +4,751 New
Robeco Institutional Asset Management
218
Robeco Institutional Asset Management
Netherlands
$208K – – –
PC
219
Provenire Capital
Minnesota
$206K +$206K +4,606 New
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$203K +$203K +4,531 New
TCM
221
Tuttle Capital Management
Connecticut
$202K +$202K +4,502 New
Two Sigma Advisers
222
Two Sigma Advisers
New York
$201K +$201K +4,500 New
SWM
223
Spire Wealth Management
Virginia
$148K +$148K +3,300 New
CIP
224
Convergence Investment Partners
Florida
$113K -$52.3K -1,164 -32%
CG
225
Cutler Group
California
$97K -$2.29M -51,380 -96%
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