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234 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, 81 increasing their positions, 92 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $22.4M

0.95% more ownership

Funds ownership: 74.7%75.65% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

13% less funds holding

Funds holding: 270234 (-36)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less capital invested

Capital invested by funds: $3.27B → $2.24B (-$1.03B)

52% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 62

Holders
234
Holders Change
-36
Holders Change %
-13.33%
% 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
81
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$11K -$4.98K -199 -27%
HFM
202
Harvest Fund Management
China
$11K
ME
203
McIlrath & Eck
Washington
$10K -$2.58K -103 -19%
SWA
204
SOA Wealth Advisors
New York
$9K
CA
205
Clearstead Advisors
Ohio
$8K
MHR
206
Matthew Hamilton Rosenberg
$7K
SWM
207
Spire Wealth Management
Virginia
$5K
HFS
208
Hantz Financial Services
Michigan
$5K +$5K +200 New
EC
209
Elequin Capital
New York
$5K +$5.53K +221 New
HWM
210
Holloway Wealth Management
Florida
$4K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.15K +126 +252%
IA
212
IFP Advisors
Florida
$3K -$1.45K -58 -32%
AssetMark Inc
213
AssetMark Inc
California
$3K +$1.53K +61 +86%
TWC
214
TD Waterhouse Canada
Ontario, Canada
$2.22K -$3.13K -125 -63%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$2K -$3.33K -133 -70%
MCM
216
Manchester Capital Management
Vermont
$2K -$876 -35 -25%
BA
217
Bellwether Advisors
Nebraska
$2K
AWM
218
Accel Wealth Management
Iowa
$2K +$1.88K +75 New
Amundi
219
Amundi
France
$1K -$122K -4,894 -99%
GWS
220
Glassman Wealth Services
Virginia
$1K
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$1K
MCC
222
Money Concepts Capital
Florida
$1K +$1.08K +43 New
BBHC
223
Brown Brothers Harriman & Co
New York
$1K +$1.13K +45 New
T
224
TCWP
Ohio
$1K +$1.18K +47 New
FGAM
225
Financial Gravity Asset Management
Texas
$712 -$673K -26,912 -47%