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269 hedge funds and large institutions have $3.76B invested in Upwork in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 90 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

132% more call options, than puts

Call options by funds: $112M | Put options by funds: $48.5M

32% more capital invested

Capital invested by funds: $2.84B → $3.76B (+$922M)

15% more funds holding

Funds holding: 233269 (+36)

0% less ownership

Funds ownership: 67.43%67.43% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 97

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
269
Holders Change
+36
Holders Change %
+15.45%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
64
Increased
90
Reduced
97
Closed
27
Calls
$112M
Puts
$48.5M
Net Calls
+$63.9M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$431M +$36.7M +795,311 +9%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$328M +$28.2M +610,124 +9%
BlackRock
3
BlackRock
New York
$298M +$4.33M +93,816 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$236M -$28M -607,308 -10%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$234M +$35.5M +769,212 +17%
BC
6
BIT Capital
Germany
$196M +$55.4M +1,200,377 +38%
Morgan Stanley
7
Morgan Stanley
New York
$121M +$74.8M +1,620,910 +151%
SIM
8
SRS Investment Management
New York
$109M +$62.4M +1,351,511 +124%
AA
9
Ancient Art
Texas
$96.3M -$54.9M -1,189,703 -36%
Federated Hermes
10
Federated Hermes
Pennsylvania
$86.5M +$19.2M +415,685 +27%
HRCM
11
Hawk Ridge Capital Management
California
$83.8M -$9.68M -209,800 -10%
DAM
12
Dorsey Asset Management
Illinois
$81.9M -$2.62M -56,674 -3%
A
13
Atomvest
Hong Kong
$78.9M
State Street
14
State Street
Massachusetts
$78.2M -$1.24M -26,898 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$74M +$9.47M +205,133 +14%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$61.9M +$34M +736,671 +114%
N
17
Nuveen
North Carolina
$58.4M -$1.89M -40,857 -3%
CS
18
Credit Suisse
Switzerland
$55.9M +$7.78M +168,456 +16%
KCM
19
Kornitzer Capital Management
Kansas
$51.2M -$12M -260,920 -19%
FAM
20
Fred Alger Management
New York
$50.8M +$52.3M +1,133,736 New
Capital International Investors
21
Capital International Investors
California
$48.2M -$10.1M -218,185 -17%
Northern Trust
22
Northern Trust
Illinois
$47.8M -$3.7M -80,170 -7%
Norges Bank
23
Norges Bank
Norway
$38.5M -$10M -217,451 -20%
CCM
24
Candlestick Capital Management
Connecticut
$31.3M +$32.3M +700,000 New
Charles Schwab
25
Charles Schwab
California
$29.5M +$2.92M +63,246 +11%

UPWK Hedge Fund Activity: Q1 2021 in Review

269 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q1 2021, worth a combined $3.76B — up 32% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new UPWK positions and 27 closed out — a net gain of 37 holders — while 90 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.8M. The largest seller was Renaissance Technologies, cutting an estimated $59.3M.

  • 269 institutional investors held Upwork (UPWK) as of Q1 2021, up from 233 in Q4 2020.
  • Funds reported $3.76B of Upwork stock for Q1 2021, up 32% quarter-over-quarter.
  • 64 funds opened new Upwork positions in Q1 2021 and 27 closed out, a net change of +37 holders.
  • The largest Upwork buyer in Q1 2021 was Morgan Stanley, an estimated $74.8M added.
  • The largest Upwork seller in Q1 2021 was Renaissance Technologies, an estimated $59.3M sold.

Based on aggregated 13F filings for Q1 2021.