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269 hedge funds and large institutions have $5.07B invested in Upwork in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $96.4M | Put options by funds: $66.6M

35% more capital invested

Capital invested by funds: $3.76B → $5.07B (+$1.3B)

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

1.61% more ownership

Funds ownership: 67.43%69.04% (+1.6%)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more funds holding

Funds holding: 269269 (0)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
269
Holders Change
Holders Change %
0%
% of All Funds
4.68%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
44
Increased
104
Reduced
83
Closed
43
Calls
$96.4M
Puts
$66.6M
Net Calls
+$29.8M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$345K +$44.8K +953 +19%
BCA
202
Bay Colony Advisors
Massachusetts
$329K +$266K +5,650 New
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$328K -$28K -595 -10%
SAM
204
Silvercrest Asset Management
New York
$328K
SAM
205
Shell Asset Management
Netherlands
$322K +$260K +5,522 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
206
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$315K
IIA
207
IPG Investment Advisors
California
$310K +$15K +320 +6%
CIM
208
CIM Investment Management
Pennsylvania
$305K
AIM
209
Aigen Investment Management
New York
$294K -$370K -7,869 -61%
Amundi
210
Amundi
France
$289K +$233K +4,952 New
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$287K -$63.8K -1,357 -22%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$283K -$203K -4,326 -47%
JMPWA
213
JP Morgan Private Wealth Advisors
California
$279K +$225K +4,783 New
Baird Financial Group
214
Baird Financial Group
Wisconsin
$277K
Robeco Institutional Asset Management
215
Robeco Institutional Asset Management
Netherlands
$271K
NA
216
NewEdge Advisors
Louisiana
$267K -$11.9K -254 -5%
MWM
217
Minot Wealth Management
Massachusetts
$266K +$206K +4,375 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$264K
Ameriprise
219
Ameriprise
Minnesota
$263K -$2.15M -45,809 -91%
ECM
220
Evergreen Capital Management
Washington
$258K +$208K +4,419 New
SOW
221
State of Wyoming
Wyoming
$258K +$208K +4,421 New
SSA
222
Schonfeld Strategic Advisors
New York
$233K -$400K -8,500 -68%
EW
223
Evoke Wealth
California
$233K
FSC
224
Full Sail Capital
Oklahoma
$233K +$188K +4,000 New
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$224K +$181K +3,848 New

UPWK Hedge Fund Activity: Q2 2021 in Review

269 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q2 2021, worth a combined $5.07B — up 35% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UPWK positions and 43 closed out — a net gain of 1 holder — while 104 added to existing stakes and 83 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $114M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $83.8M sold.

  • 269 institutional investors held Upwork (UPWK) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.07B of Upwork stock for Q2 2021, up 35% quarter-over-quarter.
  • 44 funds opened new Upwork positions in Q2 2021 and 43 closed out, a net change of +1 holder.
  • The largest Upwork buyer in Q2 2021 was T. Rowe Price Associates, an estimated $114M added.
  • The largest Upwork seller in Q2 2021 was Hawk Ridge Capital Management, an estimated $83.8M sold.

Based on aggregated 13F filings for Q2 2021.