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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$27.1K -$5.71K -68 -17%
NA
227
NewEdge Advisors
Louisiana
$26.7K +$26.7K +2,867 New
MIFH
228
Migdal Insurance & Financial Holdings
Israel
$21K -$765 -9 -4%
PA
229
Parallel Advisors
California
$19.8K +$8.65K +103 +77%
QCG
230
Quadrant Capital Group
Ohio
$17.6K +$5.63K +67 +47%
ASN
231
Advisory Services Network
Georgia
$17K +$17K +203 New
HNB
232
Huntington National Bank
Ohio
$15K +$336 +4 +2%
HIIFS
233
Harel Insurance Investments & Financial Services
Israel
$14K +$14K +169 New
BAM
234
Belpointe Asset Management
Nevada
$12.4K +$12.4K +148 New
ZB
235
Zions Bancorporation
Utah
$12.3K +$12.3K +147 New
Franklin Resources
236
Franklin Resources
California
$12.3K -$448K -5,336 -97%
AIM
237
Arcadia Investment Management
Michigan
$10.7K +$10.7K +127 New
GC
238
Globeflex Capital
California
$9.07K +$3.11K +37 +52%
CT
239
Colonial Trust
South Carolina
$9.04K +$9.04K +108 New
SPIA
240
Steward Partners Investment Advisory
New York
$8.4K – – –
C
241
Covestor
United Kingdom
$8K -$176 -2 -2%
SWM
242
Spire Wealth Management
Virginia
$8K +$3.96K +50 +98%
Lazard Asset Management
243
Lazard Asset Management
New York
$8K +$8K +100 New
WTA
244
Washington Trust Advisors
Massachusetts
$6.55K – – –
ZIM
245
Zacks Investment Management
Illinois
$5K +$5K +10,047 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
LC
247
Lindbrook Capital
California
$4.87K -$924 -11 -16%
BIA
248
Bell Investment Advisors
California
$4.87K +$1.6K +19 +49%
TWA
249
TCI Wealth Advisors
Arizona
$4.87K +$4.87K +58 New
EI
250
Ellevest Inc
New York
$4.53K +$840 +10 +23%
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