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Upwork
UPWK

Overview Fund Activity

227 hedge funds and large institutions have $1.39B invested in Upwork in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 31 closing their positions.

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.09%
New
35
Increased
77
Reduced
73
Closed
31
Calls
$20.9M
Puts
$20.4M
Net Calls
+$495K
Net Calls Change
+$13.6M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$63M
2
Deutsche Bank
2
Deutsche Bank
Germany
$16.8M
3
HRCM
3
Hawk Ridge Capital Management
California
$56.9M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$8.89M
5
CS
5
Candriam SCA
Luxembourg
$7.27M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.92M
2
XL
2
XN LP
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.32M
4
KLC
4
Kent Lake Capital
Nevada
$0
5
GCP
5
Greenoaks Capital Partners
California
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$5K – – –
IA
202
IFP Advisors
Florida
$5K +$1.86K +74 +59%
PA
203
Parallel Advisors
California
$4K -$441 -32 -10%
CWM
204
Castle Wealth Management
Florida
$4K – – –
MHR
205
Matthew Hamilton Rosenberg
$4K – – –
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$3K -$309K -20,000 -99%
FF
207
FourThought Financial
Florida
$3K -$641 -50 -18%
HFS
208
Hantz Financial Services
Michigan
$3K – – –
DFCM
209
Dark Forest Capital Management
Puerto Rico
$2K +$2K +122 New
EI
210
Ellevest Inc
New York
$2K +$2K +139 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.5K -$691 -49,398 -32%
EC
212
Elequin Capital
New York
$1K -$2K -158 -67%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$1K -$540 -27 -35%
MCM
214
Manchester Capital Management
Vermont
$1K -$186 -16 -16%
AWM
215
Accel Wealth Management
Iowa
$1K – – –
SSB
216
Sandy Spring Bank
Maryland
$1K +$1K +100 New
FGAM
217
Financial Gravity Asset Management
Texas
$433 -$609 -44,664 -58%
XL
218
XN LP
New York
– -$24.5M -1,182,865 Closed
KLC
219
Kent Lake Capital
Nevada
– -$10.3M -500,000 Closed
PCM
220
Penn Capital Management
Pennsylvania
– -$6.21M -300,219 Closed
BAM
221
Blueshift Asset Management
New Jersey
– -$2.75M -132,753 Closed
ARAM
222
Ardmore Road Asset Management
New York
– -$2.07M -100,000 Closed
SLG
223
Stanley-Laman Group
Pennsylvania
– -$1.37M -66,283 Closed
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
– -$993K -48,031 Closed
E
225
Ergoteles
New York
– -$834K -40,308 Closed
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