We are live on ! Find out more
WK icon

Workiva
WK

324 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$302K +$10.4K +108 +4%
SGI
227
Summit Global Investments
Utah
$295K +$48.5K +503 +21%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$293K -$12K -124 -4%
VA
229
Vident Advisory
Georgia
$293K +$6.94K +72 +3%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$286K – – –
Lazard Asset Management
231
Lazard Asset Management
New York
$267K -$14.5M -150,701 -98%
WA
232
Wealth Alliance
New York
$266K +$11.7K +121 +5%
AP
233
AtonRa Partners
Switzerland
$266K -$38.7K -401 -13%
American Century Companies
234
American Century Companies
Missouri
$259K +$26.4K +274 +12%
AWS
235
Atria Wealth Solutions
New York
$251K +$1.25K +13 +0.5%
QCM
236
Quantinno Capital Management
New York
$251K +$193 +2 +0.1%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$250K -$34.8K -361 -13%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$245K +$14.1K +146 +6%
PCIA
239
Prime Capital Investment Advisors
Kansas
$245K +$232K +2,409 New
Neuberger Berman Group
240
Neuberger Berman Group
New York
$238K +$1.35K +14 +0.6%
MYIA
241
Mount Yale Investment Advisors
Colorado
$232K -$2.7K -28 -1%
CIM
242
Contravisory Investment Management
Massachusetts
$229K -$1.74K -18 -0.8%
AAP
243
Arax Advisory Partners
Colorado
$218K +$2.6K +27 +1%
SPS
244
Susquehanna Portfolio Strategies
Pennsylvania
$213K +$203K +2,100 New
BFEC
245
Benjamin F. Edwards & Company
Missouri
$213K +$203K +2,101 New
Franklin Resources
246
Franklin Resources
California
$212K +$52.5K +544 +35%
MWM
247
Mission Wealth Management
California
$212K +$8.2K +85 +4%
SAM
248
Shell Asset Management
Netherlands
$211K -$60.2K -624 -23%
SC
249
Steph & Co
Wisconsin
$210K -$13.9K -144 -7%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$208K -$7.71K -80 -4%
8 9
10
11 12

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.