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128 hedge funds and large institutions have $790M invested in Upwork in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

137% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more funds holding

Funds holding: 96128 (+32)

7.57% more ownership

Funds ownership: 46.14%53.71% (+7.6%)

1% less capital invested

Capital invested by funds: $795M → $790M (-$5.41M)

86% less call options, than puts

Call options by funds: $7.82M | Put options by funds: $55.8M

Holders
128
Holders Change
+32
Holders Change %
+33.33%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
48
Increased
45
Reduced
19
Closed
16
Calls
$7.82M
Puts
$55.8M
Net Calls
-$48M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
1
Andrew P. Goldfarb
$93.9M -$11.9M -780,515 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.9M +$10.5M +687,398 +12%
Franklin Resources
3
Franklin Resources
California
$77.3M +$16.3M +1,067,754 +23%
SCM
4
Scopia Capital Management
New York
$58.3M +$66.8M +4,381,052 New
BlackRock
5
BlackRock
New York
$56.7M +$4.74M +310,899 +8%
DIG
6
Dragoneer Investment Group
California
$40.2M
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$40M -$64.3M -4,213,806 -58%
AA
8
Ancient Art
Texas
$36.3M +$12.1M +794,603 +41%
Morgan Stanley
9
Morgan Stanley
New York
$32.3M +$7.55M +495,441 +26%
Capital International Investors
10
Capital International Investors
California
$31.3M +$7.17M +470,500 +25%
Federated Hermes
11
Federated Hermes
Pennsylvania
$26.3M +$2.3M +150,968 +8%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$17.3M +$296K +19,400 +2%
State Street
13
State Street
Massachusetts
$14.5M +$1.9M +124,675 +13%
CC
14
Cowbird Capital
New York
$11.8M +$13.5M +887,092 New
Norges Bank
15
Norges Bank
Norway
$11.4M +$5.32M +348,794 +69%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$11M +$314K +20,563 +3%
OAM
17
Oxford Asset Management
United Kingdom
$10.6M +$11.5M +754,114 +1,822%
Northern Trust
18
Northern Trust
Illinois
$9.72M +$6.07M +397,979 +120%
Goldman Sachs
19
Goldman Sachs
New York
$7.68M +$8.44M +553,456 +2,331%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$7.47M +$6.29M +412,543 +277%
RA
21
Royce & Associates
New York
$6.57M +$7.53M +494,000 New
JP Morgan Chase
22
JP Morgan Chase
New York
$6.23M +$6.91M +453,311 +3,005%
Capital World Investors
23
Capital World Investors
California
$5.88M -$2.25M -147,720 -25%
Citadel Advisors
24
Citadel Advisors
Florida
$5.03M -$1.52M -99,846 -21%
Charles Schwab
25
Charles Schwab
California
$4.85M +$305K +20,015 +6%