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Upwork
UPWK

Overview Fund Activity

225 hedge funds and large institutions have $2.1B invested in Upwork in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-8
Holders Change %
-3.43%
% of All Funds
3.8%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.24%
New
30
Increased
76
Reduced
81
Closed
34
Calls
$31.2M
Puts
$44.3M
Net Calls
-$13.1M
Net Calls Change
-$17.4M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.6M
2
DAM
2
Dorsey Asset Management
Illinois
$55.2M
3
BC
3
BIT Capital
Germany
$32.7M
4
HRCM
4
Hawk Ridge Capital Management
California
$69.4M
5
FCM
5
Frontier Capital Management
Massachusetts
$14.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$82.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
Castle Wealth Management
Florida
$6K +$6K +300 New
EC
202
Elequin Capital
New York
$5K +$338 +16 +7%
OIA
203
Optimum Investment Advisors
Illinois
$5K +$5K +255 New
HFS
204
Hantz Financial Services
Michigan
$4K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$3.44K -$198 -9,018 -5%
IA
206
IFP Advisors
Florida
$3K – – –
TWA
207
TCI Wealth Advisors
Arizona
$3K +$3K +152 New
SWM
208
Spire Wealth Management
Virginia
$2K -$2K -100 -50%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.57K -99 -56%
MCM
210
Manchester Capital Management
Vermont
$2K -$39 -2 -2%
AWM
211
Accel Wealth Management
Iowa
$2K – – –
FGAM
212
Financial Gravity Asset Management
Texas
$1.58K +$944 +45,782 +149%
MCC
213
Money Concepts Capital
Florida
$1K -$792 -19 -44%
KTC
214
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
BIA
215
Bell Investment Advisors
California
$1K +$1K +28 New
IAIM
216
International Assets Investment Management
Florida
$203 -$21 -1,000 -9%
Dimensional Fund Advisors
217
Dimensional Fund Advisors
Texas
– -$7.55M -324,793 Closed
CCPM
218
Cooper Creek Partners Management
New York
– -$4.57M -196,450 Closed
SSA
219
Schonfeld Strategic Advisors
New York
– -$1.93M -82,900 Closed
MOACM
220
Mutual of America Capital Management
New York
– -$1.7M -73,106 Closed
JF
221
Jump Financial
Illinois
– -$1.24M -53,400 Closed
HCM
222
Harspring Capital Management
New York
– -$1.16M -50,000 Closed
ECM
223
ExodusPoint Capital Management
New York
– -$838K -36,069 Closed
TI
224
Trexquant Investment
Connecticut
– -$712K -30,658 Closed
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
– -$610K -26,256 Closed
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