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Upwork
UPWK

Overview Fund Activity

268 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
Holders
268
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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$569M
2
DCP
Durable Capital Partners
Maryland
$87.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$626M
4
FAM
Fred Alger Management
New York
$117M
5
BlackRock
BlackRock
New York
$437M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
AA
Ancient Art
Texas
$67.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$271M
4
Morgan Stanley
Morgan Stanley
New York
$122M
5
BC
BIT Capital
Germany
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$345K +$55.5K +953 +19%
BCA
202
Bay Colony Advisors
Massachusetts
$329K +$329K +5,650 New
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$328K -$34.7K -595 -10%
SAM
204
Silvercrest Asset Management
New York
$328K – – –
SAM
205
Shell Asset Management
Netherlands
$322K +$322K +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 +$18.7K +320 +6%
CIM
208
CIM Investment Management
Pennsylvania
$305K – – –
AIM
209
Aigen Investment Management
New York
$294K -$459K -7,869 -61%
Amundi
210
Amundi
France
$289K +$289K +4,952 New
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$287K -$79.1K -1,357 -22%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$283K -$252K -4,326 -47%
JPMPWA
213
J.P. Morgan Private Wealth Advisors
California
$279K +$279K +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 -$14.8K -254 -5%
MWM
217
Minot Wealth Management
Massachusetts
$266K +$266K +4,375 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$264K – – –
Ameriprise
219
Ameriprise
Minnesota
$263K -$2.68M -45,809 -91%
ECM
220
Evergreen Capital Management
Washington
$258K +$258K +4,419 New
SOW
221
State of Wyoming
Wyoming
$258K +$258K +4,421 New
SSA
222
Schonfeld Strategic Advisors
New York
$233K -$495K -8,500 -68%
EW
223
Evoke Wealth
California
$233K – – –
FSC
224
Full Sail Capital
Oklahoma
$233K +$233K +4,000 New
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$224K +$224K +3,848 New
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9
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