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Upwork
UPWK

Overview Fund Activity

248 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
40
Increased
93
Reduced
85
Closed
44
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$27.9M
2
DSCM
Divisadero Street Capital Management
Florida
$30.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$196M
4
ICM
Invenomic Capital Management
Massachusetts
$11.8M
5
Verition Fund Management
Verition Fund Management
Connecticut
$7.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$15.1M
2
FGAM
Financial Gravity Asset Management
Texas
$8.13M
3
Capital International Investors
Capital International Investors
California
$29.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.74M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
201
MML Investors Services
Massachusetts
$126K -$229K -18,689 -64%
SWM
202
SeaCrest Wealth Management
New York
$123K – – –
CP
203
Castleview Partners
Texas
$116K +$116K +9,486 New
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$87.1K -$343 -28 -0.4%
SAM
205
Shell Asset Management
Netherlands
$87K +$55.5K +5,141 +176%
HI
206
Harbour Investments
Wisconsin
$64.3K – – –
GEA
207
Glen Eagle Advisors
New Jersey
$61.3K +$61.3K +5,000 New
Lazard Asset Management
208
Lazard Asset Management
New York
$59K -$18K -1,466 -23%
EIM
209
Essex Investment Management
Massachusetts
$57.9K +$20.8K +1,700 +56%
TRCT
210
Tower Research Capital (TRC)
New York
$55.8K -$265K -21,601 -83%
AB
211
Amalgamated Bank
New York
$51K -$168K -13,676 -77%
HT
212
Headlands Technologies
Illinois
$48.7K +$48.7K +3,970 New
CG
213
Cutler Group
California
$48K +$41K +3,350 +582%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$42K +$32.5K +2,650 +343%
HNB
215
Huntington National Bank
Ohio
$41.3K +$12.9K +1,051 +45%
KBC Group
216
KBC Group
Belgium
$40K – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$32K -$10.2K -829 -24%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$26.3K -$1.73K -141 -6%
QL
219
Quarry LP
New York
$26.1K +$13.5K +1,102 +107%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.2K +$1.41K +115 +6%
NA
221
NewEdge Advisors
Louisiana
$24.3K +$23.8K +1,940 +4,850%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$19.8K +$981 +80 +5%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$18.6K -$393 -33 -2%
BIA
224
Bell Investment Advisors
California
$15.5K -$527 -43 -3%
QCG
225
Quadrant Capital Group
Ohio
$14.1K -$10.3K -839 -42%
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