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Upwork
UPWK

Overview Fund Activity

212 hedge funds and large institutions have $960M invested in Upwork in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-15
Holders Change %
-6.61%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
75
Reduced
68
Closed
46
Calls
$6.97M
Puts
$10.4M
Net Calls
-$3.48M
Net Calls Change
-$2.49M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
AA
Ancient Art
Texas
$54.7M
3
DAM
Dorsey Asset Management
Illinois
$43.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$129M
5
ICM
Invenomic Capital Management
Massachusetts
$21M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Macquarie Group
Macquarie Group
Australia
$0
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$766 – – –
BAAM
202
Baker Avenue Asset Management
California
$738 -$84 -9 -10%
Point72 Asset Management
203
Point72 Asset Management
Connecticut
$592 +$592 +63 New
AF
204
Allworth Financial
California
$589 +$589 +63 New
VCM
205
Versant Capital Management
Arizona
$570 +$299 +32 +110%
PA
206
Parallel Advisors
California
$411 -$3.09K -331 -88%
EC
207
Elequin Capital
New York
$252 +$252 +27 New
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$234 – – –
GRP
209
Global Retirement Partners
California
$215 – – –
WT
210
Washington Trust
Rhode Island
$187 – – –
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$93 – – –
FCA
212
FinTrust Capital Advisors
South Carolina
$21 – – –
HRCM
213
Hawk Ridge Capital Management
California
– -$62M -5,481,149 Closed
T. Rowe Price Investment Management
214
T. Rowe Price Investment Management
Maryland
– -$22.3M -1,968,328 Closed
Macquarie Group
215
Macquarie Group
Australia
– -$17.1M -1,513,301 Closed
PAMP
216
Polar Asset Management Partners
Ontario, Canada
– -$8.37M -739,700 Closed
HF
217
HRT Financial
New York
– -$2.58M -228,121 Closed
AAM
218
AMI Asset Management
California
– -$2.47M -218,389 Closed
DCP
219
Durable Capital Partners
Maryland
– -$2.23M -196,592 Closed
RJA
220
Raymond James & Associates
Florida
– -$2.02M -178,038 Closed
MMC
221
Mizuho Markets Cayman
Cayman Islands
– -$1.54M -136,443 Closed
JGC
222
J. Goldman & Co
New York
– -$1.49M -131,705 Closed
CCM
223
Connective Capital Management
California
– -$1.27M -112,471 Closed
HCM
224
Harspring Capital Management
New York
– -$1.13M -100,000 Closed
TD Asset Management
225
TD Asset Management
Ontario, Canada
– -$627K -55,380 Closed
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