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Upwork
UPWK

Overview Fund Activity

227 hedge funds and large institutions have $1.08B invested in Upwork in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+10
Holders Change %
+4.61%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
93
Reduced
60
Closed
24
Calls
$9.05M
Puts
$10M
Net Calls
-$994K
Net Calls Change
-$13.1M

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M
4
AA
4
Ancient Art
Texas
$34.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$581K
2
Millennium Management
2
Millennium Management
New York
$3.24M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$853K
5
CS
5
Candriam SCA
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$4.25K +$419 +37 +11%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$4K -$432 -40 -10%
MHR
203
Matthew Hamilton Rosenberg
$3.62K – – –
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$3.11K – – –
Lazard Asset Management
205
Lazard Asset Management
New York
$3K +$3K +292 New
CIA
206
Cape Investment Advisory
Georgia
$2.26K +$2.26K +200 New
IA
207
IFP Advisors
Florida
$2.12K -$1.57K -74 -43%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$2K -$986 -70 -33%
HFS
209
Hantz Financial Services
Michigan
$2K – – –
WAM
210
Wolverine Asset Management
Illinois
$1.94K -$447K -39,525 -100%
FGAM
211
Financial Gravity Asset Management
Texas
$1.6K +$1.21K +106,698 +310%
QCG
212
Quadrant Capital Group
Ohio
$1.31K +$215 +19 +20%
BAAM
213
Baker Avenue Asset Management
California
$996 +$464 +41 +87%
CA
214
Clearstead Advisors
Ohio
$929 -$3.04K -268 -77%
MCM
215
Manchester Capital Management
Vermont
$861 – – –
AWM
216
Accel Wealth Management
Iowa
$849 – – –
BWL
217
Bogart Wealth LLC
Virginia
$691 +$691 +61 New
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$360 +$3 +250 +0.8%
AA
219
Ancora Advisors
Ohio
$340 +$340 +30 New
VCM
220
Versant Capital Management
Arizona
$328 – – –
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$283 – – –
GWS
222
Glassman Wealth Services
Virginia
$249 – – –
WT
223
Washington Trust
Rhode Island
$226 – – –
FAM
224
Fred Alger Management
New York
$204 -$2.89M -255,000 -100%
GRP
225
Global Retirement Partners
California
$187 +$187 +23 New
6 7 8
9
10