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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22M
4
MCO
MAK Capital One
New York
$15.5M
5
Millennium Management
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.23M
2
Capital International Investors
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
Deutsche Bank
Germany
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$19.5K – – –
KBC Group
202
KBC Group
Belgium
$19K +$19K +1,657 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K +$8.8K +775 +101%
HNB
204
Huntington National Bank
Ohio
$16.3K +$8.83K +777 +118%
BIA
205
Bell Investment Advisors
California
$14.4K +$489 +43 +4%
QCG
206
Quadrant Capital Group
Ohio
$13.5K +$398 +35 +3%
LC
207
Lindbrook Capital
California
$11.3K +$2.15K +189 +24%
S
208
SignatureFD
Georgia
$8.17K +$670 +59 +9%
BCV
209
Banque Cantonale Vaudoise
Switzerland
$7K – – –
CIA
210
Cape Investment Advisory
Georgia
$2.27K – – –
HFS
211
Hantz Financial Services
Michigan
$2K – – –
WAM
212
Wolverine Asset Management
Illinois
$1.94K – – –
CA
213
Clearstead Advisors
Ohio
$1.86K +$932 +82 +100%
GWS
214
Glassman Wealth Services
Virginia
$1.58K – – –
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$1.57K +$1.45K +128 +1,280%
ME
216
McIlrath & Eck
Washington
$1.17K -$3.85K -339 -77%
IA
217
IFP Advisors
Florida
$1.14K – – –
RCM
218
Raleigh Capital Management
North Carolina
$1K – – –
BAAM
219
Baker Avenue Asset Management
California
$897 – – –
AF
220
Allworth Financial
California
$830 +$114 +10 +16%
VCM
221
Versant Capital Management
Arizona
$693 – – –
NA
222
NewEdge Advisors
Louisiana
$602 -$1.33K -117 -69%
PA
223
Parallel Advisors
California
$500 – – –
Creative Planning
224
Creative Planning
Kansas
$284 +$284 +25 New
GRP
225
Global Retirement Partners
California
$251 – – –
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