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Upwork
UPWK

Overview Fund Activity

247 hedge funds and large institutions have $1.11B invested in Upwork in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 43 closing their positions.

Holders
247
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
93
Reduced
77
Closed
43
Calls
$20.3M
Puts
$19.2M
Net Calls
+$1.09M
Net Calls Change
+$3.35M

Top Buyers

1
AA
1
Ancient Art
Texas
$78.9M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$22.4M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22M
4
ICM
4
Invenomic Capital Management
Massachusetts
$22.3M
5
DSCM
5
Divisadero Street Capital Management
Florida
$35.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$9.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.8M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$38.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
201
Glen Eagle Advisors
New Jersey
$43K 4,000 -1,000 -20%
HT
202
Headlands Technologies
Illinois
$42.3K 3,932 -38 -1%
HNB
203
Huntington National Bank
Ohio
$41.5K 3,863 +498 +15%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$37K 3,429 +824 +32%
KBC Group
205
KBC Group
Belgium
$35K 3,294 – –
CFGS
206
Concourse Financial Group Securities
Alabama
$30.2K 2,807 -7,649 -73%
MIFH
207
Migdal Insurance & Financial Holdings
Israel
$29K 2,700 +2,700 New
Jones Financial Companies
208
Jones Financial Companies
Missouri
$27.3K 2,541 -881 -26%
PIM
209
Plato Investment Management
Australia
$27.2K 2,531 +2,531 New
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$25.2K 2,342 +196 +9%
SIS
211
Sound Income Strategies
Florida
$25K 2,330 +2,330 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K 2,057 – –
NA
213
NewEdge Advisors
Louisiana
$21.3K 1,980 – –
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$19.2K 1,785 +166 +10%
CAS
215
Coppell Advisory Solutions
Texas
$19.1K 1,777 +1,777 New
PA
216
Parallel Advisors
California
$16.6K 1,544 +1,453 +1,597%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$16.5K 1,558 – –
BTI
218
Blue Trust Inc
Georgia
$14.5K 1,183 +1,183 New
Optiver Holding
219
Optiver Holding
Netherlands
$13.9K 1,289 +1,289 New
BIA
220
Bell Investment Advisors
California
$13.1K 1,222 -45 -4%
QCG
221
Quadrant Capital Group
Ohio
$11.8K 1,102 -47 -4%
S
222
SignatureFD
Georgia
$9.75K 907 +188 +26%
MIM
223
Macroview Investment Management
Maryland
$7.81K 726 +105 +17%
CA
224
Clearstead Advisors
Ohio
$7.57K 704 – –
BCV
225
Banque Cantonale Vaudoise
Switzerland
$6K 600 – –
7 8
9
10 11