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Upwork
UPWK

Overview Fund Activity

233 hedge funds and large institutions have $2.24B invested in Upwork in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 62 closing their positions.

Holders
233
Holders Change
-36
Holders Change %
-13.38%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
80
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$61.1M
2
GCP
2
Greenoaks Capital Partners
California
$74.7M
3
JSP
3
Jackson Square Partners
California
$174M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$53.6M
5
AA
5
Ancient Art
Texas
$49.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$141M
2
SCA
2
Southpoint Capital Advisors
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.2M
4
DCP
4
Durable Capital Partners
Maryland
$20.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$54.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
201
Harvest Fund Management
China
$11K 506 – –
ME
202
McIlrath & Eck
Washington
$10K 442 -103 -19%
SWA
203
SOA Wealth Advisors
New York
$9K 429 – –
CA
204
Clearstead Advisors
Ohio
$8K 350 – –
MHR
205
Matthew Hamilton Rosenberg
$7K 320 – –
SWM
206
Spire Wealth Management
Virginia
$5K 200 – –
HFS
207
Hantz Financial Services
Michigan
$5K 200 +200 New
EC
208
Elequin Capital
New York
$5K 221 +221 New
HWM
209
Holloway Wealth Management
Florida
– – – –
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$4K 176 +126 +252%
IA
211
IFP Advisors
Florida
$3K 125 -58 -32%
AssetMark Inc
212
AssetMark Inc
California
$3K 132 +61 +86%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$2.22K 75 -125 -63%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$2K 57 -133 -70%
MCM
215
Manchester Capital Management
Vermont
$2K 104 -35 -25%
BA
216
Bellwether Advisors
Nebraska
$2K 121 – –
AWM
217
Accel Wealth Management
Iowa
$2K 75 +75 New
Amundi
218
Amundi
France
$1K 58 -4,894 -99%
GWS
219
Glassman Wealth Services
Virginia
$1K 22 – –
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$1K 25 – –
MCC
221
Money Concepts Capital
Florida
$1K 43 +43 New
BBHC
222
Brown Brothers Harriman & Co
New York
$1K 45 +45 New
T
223
TCWP
Ohio
$1K 47 +47 New
FGAM
224
Financial Gravity Asset Management
Texas
$712 30,659 -26,912 -47%
SCA
225
Southpoint Capital Advisors
New York
– – -1,100,000 Closed
7 8
9
10 11