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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
226
FORA Capital
Florida
$254K +$254K +2,499 New
QCM
227
Quantinno Capital Management
New York
$250K – – –
SGI
228
Summit Global Investments
Utah
$244K +$244K +2,400 New
SC
229
Steph & Co
Wisconsin
$243K +$10.7K +105 +5%
AAM
230
Advisors Asset Management
Colorado
$242K -$160K -1,572 -40%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$241K -$52.8K -519 -18%
American Century Companies
232
American Century Companies
Missouri
$232K -$2.64K -26 -1%
CIM
233
Contravisory Investment Management
Massachusetts
$228K +$228K +2,246 New
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$226K -$1.93K -19 -0.8%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$226K -$19.7K -193 -8%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$210K +$11K +108 +6%
WS
237
Wedbush Securities
California
$206K -$31.6K -311 -13%
DTL
238
Dynamic Technology Lab
Singapore
$204K +$204K +2,011 New
MWM
239
Mission Wealth Management
California
$203K – – –
BPA
240
Beacon Pointe Advisors
California
$203K – – –
PAG
241
Paladin Advisory Group
Iowa
$189K – – –
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$175K -$78.2K -769 -31%
SCA
243
Stonebridge Capital Advisors
Minnesota
$162K – – –
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$160K +$10.3K +101 +7%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$147K -$5.49K -54 -4%
Canada Pension Plan Investment Board
246
Canada Pension Plan Investment Board
Ontario, Canada
$132K – – –
CSB
247
City State Bank
Iowa
$130K – – –
Franklin Resources
248
Franklin Resources
California
$125K +$110K +1,079 +739%
HBT
249
Hills Bank & Trust
Iowa
$120K – – –
HIA
250
Harbor Investment Advisory
Maryland
$120K +$32.6K +321 +37%
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