256 hedge funds and large institutions have $1.71B invested in Upwork in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+26
Holders Change %
+11.3%
% of All Funds
3.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
59
Increased
83
Reduced
82
Closed
31
Calls
$35.3M
Puts
$38.6M
Net Calls
-$3.21M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
SEC
201
Seven Eight Capital
New York
$162K +$162K +10,870 New
GW
202
GW & Wade
Massachusetts
$159K
CC
203
Corton Capital
Ontario, Canada
$158K +$158K +10,649 New
VA
204
Vident Advisory
Georgia
$150K -$242K -16,307 -62%
SWM
205
SeaCrest Wealth Management
New York
$141K -$2.16K -154 -2%
CFGS
206
Concourse Financial Group Securities
Alabama
$140K +$140K +9,407 New
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$106K
Lazard Asset Management
208
Lazard Asset Management
New York
$93K +$93K +6,282 New
Osaic Holdings
209
Osaic Holdings
Arizona
$79.5K +$23.3K +1,567 +41%
HI
210
Harbour Investments
Wisconsin
$77.9K -$7.27K -489 -9%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$51K -$13.2K -889 -21%
KBC Group
212
KBC Group
Belgium
$49K +$24.4K +1,637 +99%
EIM
213
Essex Investment Management
Massachusetts
$45K -$31.9K -2,148 -42%
SAM
214
Shell Asset Management
Netherlands
$43K -$12.6K -856 -23%
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$41K
HNB
216
Huntington National Bank
Ohio
$34.4K +$13.1K +880 +61%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$34K
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$33K +$33K +2,200 New
QCG
219
Quadrant Capital Group
Ohio
$29.6K +$11.9K +803 +68%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.9K +$5.95K +400 +26%
ASN
221
Advisory Services Network
Georgia
$23.2K +$23.2K +1,561 New
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$22.9K -$40.4K -2,716 -64%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$22.8K -$1.49K -104 -6%
BIA
224
Bell Investment Advisors
California
$19.5K +$669 +45 +4%
CAS
225
Coppell Advisory Solutions
Texas
$17.9K +$17.9K +1,203 New