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Upwork
UPWK

Overview Fund Activity

217 hedge funds and large institutions have $1.02B invested in Upwork in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 38 closing their positions.

Holders
217
Holders Change
-10
Holders Change %
-4.41%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
82
Reduced
67
Closed
38
Calls
$22M
Puts
$9.83M
Net Calls
+$12.1M
Net Calls Change
+$11.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$74.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$20.9M
3
Millennium Management
3
Millennium Management
New York
$19.8M
4
ICM
4
Invenomic Capital Management
Massachusetts
$9.18M
5
BlackRock
5
BlackRock
New York
$89.4M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$24.3M
3
SEI Investments
3
SEI Investments
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.94M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
201
Hantz Financial Services
Michigan
$2K 200 – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$2K 212 +162 +324%
NA
203
NewEdge Advisors
Louisiana
$1.75K 2,798 +2,798 New
Franklin Resources
204
Franklin Resources
California
$1.33K 127 -328 -72%
MCC
205
Money Concepts Capital
Florida
$1.11K 106 +82 +342%
MS
206
Madden Securities
Texas
$1.04K 100 +100 New
QCG
207
Quadrant Capital Group
Ohio
$1.01K 97 +97 New
MCM
208
Manchester Capital Management
Vermont
$793 76 -10 -12%
AWM
209
Accel Wealth Management
Iowa
$783 75 – –
BAAM
210
Baker Avenue Asset Management
California
$491 47 +47 New
FGAM
211
Financial Gravity Asset Management
Texas
$360 34,453 +2,676 +8%
VCM
212
Versant Capital Management
Arizona
$303 29 +29 New
KTC
213
Kistler-Tiffany Companies
Pennsylvania
$261 25 – –
GWS
214
Glassman Wealth Services
Virginia
$230 22 – –
WT
215
Washington Trust
Rhode Island
$209 20 – –
FCA
216
FinTrust Capital Advisors
South Carolina
$21 2 – –
JSP
217
Jackson Square Partners
California
– – -7,080,973 Closed
SEI Investments
218
SEI Investments
Pennsylvania
– – -1,216,953 Closed
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
– – -443,400 Closed
SBH
220
Segall Bryant & Hamill
Illinois
– – -375,286 Closed
IAMH
221
IvyRock Asset Management (HK)
Hong Kong
– – -347,674 Closed
RA
222
Royce & Associates
New York
– – -270,000 Closed
DSCM
223
Divisadero Street Capital Management
Florida
– – -200,000 Closed
FCM
224
Firsthand Capital Management
California
– – -200,000 Closed
PI
225
PEAK6 Investments
Illinois
– – -199,837 Closed
7 8
9
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