331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
226
Truist Financial
North Carolina
$334K -$14.7K -145 -4%
HR
227
Hardy Reed
Mississippi
$327K
CC
228
Corton Capital
Ontario, Canada
$322K -$27.7K -273 -8%
BWM
229
Baron Wealth Management
Michigan
$319K +$4.97K +49 +2%
Verition Fund Management
230
Verition Fund Management
Connecticut
$306K +$36K +355 +13%
AP
231
AtonRa Partners
Switzerland
$306K -$78.1K -771 -20%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$305K -$7.5K -74 -2%
BCI
233
Brinker Capital Investments
Pennsylvania
$301K -$18.8K -186 -6%
OPS
234
Orion Portfolio Solutions
Nebraska
$301K -$18.8K -186 -6%
William Blair & Company
235
William Blair & Company
Illinois
$301K +$31.6K +312 +12%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$287K +$60.8K +600 +27%
MLICM
237
Metropolitan Life Insurance Company (MetLife)
New York
$285K +$14.5K +143 +5%
VA
238
Vident Advisory
Georgia
$285K +$285K +2,809 New
QCM
239
Qsemble Capital Management
New York
$281K +$281K +2,775 New
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$279K +$279K +2,862 New
SAM
241
Shell Asset Management
Netherlands
$274K -$4.36K -43 -2%
NA
242
NewEdge Advisors
Louisiana
$260K +$1.42K +14 +0.5%
WA
243
Wealth Alliance
New York
$253K -$1.82K -18 -0.7%
VIM
244
Vinva Investment Management
Australia
$250K +$250K +1,594 New
QCM
245
Quantinno Capital Management
New York
$250K +$912 +9 +0.4%
AWS
246
Atria Wealth Solutions
New York
$249K -$5.07K -50 -2%
SGI
247
Summit Global Investments
Utah
$243K
Neuberger Berman Group
248
Neuberger Berman Group
New York
$236K -$4.36K -43 -2%
MYIA
249
Mount Yale Investment Advisors
Colorado
$234K -$43.6K -430 -16%
American Century Companies
250
American Century Companies
Missouri
$231K