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72 hedge funds and large institutions have $679M invested in Upwork in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.8% more ownership

Funds ownership: 0%35.8% (+36%)

9% more call options, than puts

Call options by funds: $636K | Put options by funds: $581K

Holders
72
Holders Change
+72
Holders Change %
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
Reduced
Closed
Calls
$636K
Puts
$581K
Net Calls
+$55K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
APG
1
Andrew P. Goldfarb
$228M +$234M +12,571,727 New
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$198M +$213M +11,449,097 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.3M +$37.2M +2,002,826 New
DIG
4
Dragoneer Investment Group
California
$27.4M +$28.1M +1,512,623 New
Citadel Advisors
5
Citadel Advisors
Florida
$22M +$22.6M +1,215,329 New
WRF
6
Waddell & Reed Financial
Kansas
$19.7M +$20.2M +1,088,974 New
BlackRock
7
BlackRock
New York
$16.9M +$17.4M +933,323 New
Federated Hermes
8
Federated Hermes
Pennsylvania
$16.7M +$17.2M +923,200 New
Morgan Stanley
9
Morgan Stanley
New York
$14.3M +$14.7M +791,642 New
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$13M +$13.3M +717,530 New
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.8M +$13.1M +705,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.4M +$10.7M +573,335 New
Capital World Investors
13
Capital World Investors
California
$10.2M +$10.5M +564,720 New
Capital Research Global Investors
14
Capital Research Global Investors
California
$5.85M +$6.01M +323,225 New
Goldman Sachs
15
Goldman Sachs
New York
$5.15M +$5.29M +284,528 New
JP Morgan Chase
16
JP Morgan Chase
New York
$5.02M +$5.15M +277,042 New
Northern Trust
17
Northern Trust
Illinois
$4.84M +$4.97M +267,384 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.54M +$4.66M +250,709 New
Charles Schwab
19
Charles Schwab
California
$4.36M +$4.48M +240,932 New
State Street
20
State Street
Massachusetts
$4M +$4.11M +221,087 New
FA
21
Friess Associates
Delaware
$3.2M +$3.28M +176,532 New
LCM
22
Laurion Capital Management
New York
$2.17M +$2.23M +120,000 New
CCI
23
Columbus Circle Investors
$1.75M +$1.79M +96,335 New
UBS AM
24
UBS AM
Illinois
$1.25M +$1.28M +69,100 New
OAM
25
Oxford Asset Management
United Kingdom
$1.13M +$1.15M +62,093 New

UPWK Hedge Fund Activity: Q4 2018 in Review

72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q4 2018, worth a combined $679M.

Buyers outnumbered sellers: 72 funds opened new UPWK positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $213M.

  • 72 institutional investors held Upwork (UPWK) as of Q4 2018, up from 0 in Q3 2018.
  • Funds reported $679M of Upwork stock for Q4 2018.
  • 72 funds opened new Upwork positions in Q4 2018 and 0 closed out, a net change of +72 holders.
  • The largest Upwork buyer in Q4 2018 was T. Rowe Price Associates, an estimated $213M added.

Based on aggregated 13F filings for Q4 2018.