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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
$70.7M
2
SC
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
4
WP
Woodline Partners
California
$32.1M
5
Macquarie Group
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
ClearBridge Investments
New York
$47.3M
5
RP
Riverbridge Partners
Minnesota
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
226
Engineers Gate Manager
New York
$242K +$242K +2,361 New
WA
227
Wealth Alliance
New York
$241K -$32.6K -318 -12%
WS
228
Wedbush Securities
California
$240K +$240K +2,341 New
SC
229
Steph & Co
Wisconsin
$234K -$113K -1,104 -33%
TSS
230
Two Sigma Securities
New York
$233K -$11.5K -112 -5%
American Century Companies
231
American Century Companies
Missouri
$230K +$230K +2,306 New
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$230K +$230K +2,247 New
VCA
233
Verdence Capital Advisors
Maryland
$223K +$223K +2,182 New
BCI
234
Brinker Capital Investments
Pennsylvania
$212K -$39.4K -385 -16%
OPS
235
Orion Portfolio Solutions
Nebraska
$212K +$212K +2,069 New
MWM
236
Mission Wealth Management
California
$205K +$205K +2,000 New
BPA
237
Beacon Pointe Advisors
California
$205K +$205K +2,000 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$201K -$1.23K -12 -0.6%
TRCT
239
Tower Research Capital (TRC)
New York
$191K +$34.5K +337 +22%
PAG
240
Paladin Advisory Group
Iowa
$190K +$190K +1,857 New
SCA
241
Stonebridge Capital Advisors
Minnesota
$163K – – –
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$154K -$16.4K -160 -10%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$151K -$27.7K -270 -16%
Canada Pension Plan Investment Board
244
Canada Pension Plan Investment Board
Ontario, Canada
$133K – – –
CSB
245
City State Bank
Iowa
$131K – – –
HBT
246
Hills Bank & Trust
Iowa
$121K +$121K +1,185 New
HWM
247
HighMark Wealth Management
Minnesota
$119K +$119K +1,159 New
BEI
248
Benjamin Edwards Inc
Missouri
$112K +$14.1K +138 +14%
S
249
SignatureFD
Georgia
$96.1K -$10.1K -99 -10%
GWSG
250
GPS Wealth Strategies Group
Colorado
$92.2K +$92.2K +900 New
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