323 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
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
226
Summit Global Investments
Utah
$295K +$51.1K +503 +21%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$293K -$12.6K -124 -4%
VA
228
Vident Advisory
Georgia
$293K +$7.31K +72 +3%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$286K
Lazard Asset Management
230
Lazard Asset Management
New York
$267K -$15.2M -150,701 -98%
WA
231
Wealth Alliance
New York
$266K +$12.3K +121 +5%
AP
232
AtonRa Partners
Switzerland
$266K -$40.7K -401 -13%
American Century Companies
233
American Century Companies
Missouri
$259K +$27.8K +274 +12%
AWS
234
Atria Wealth Solutions
New York
$251K +$1.32K +13 +0.5%
QCM
235
Quantinno Capital Management
New York
$251K +$203 +2 +0.1%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$250K -$36.7K -361 -13%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$245K +$14.8K +146 +6%
PCIA
238
Prime Capital Investment Advisors
Kansas
$245K +$245K +2,409 New
Neuberger Berman Group
239
Neuberger Berman Group
New York
$238K +$1.42K +14 +0.6%
MYIA
240
Mount Yale Investment Advisors
Colorado
$232K -$2.84K -28 -1%
CIM
241
Contravisory Investment Management
Massachusetts
$229K -$1.83K -18 -0.8%
AAP
242
Arax Advisory Partners
Colorado
$218K +$2.74K +27 +1%
SPS
243
Susquehanna Portfolio Strategies
Pennsylvania
$213K +$213K +2,100 New
BFEC
244
Benjamin F. Edwards & Company
Missouri
$213K +$213K +2,101 New
Franklin Resources
245
Franklin Resources
California
$212K +$55.2K +544 +35%
MWM
246
Mission Wealth Management
California
$212K +$8.63K +85 +4%
SAM
247
Shell Asset Management
Netherlands
$211K -$63.4K -624 -23%
SC
248
Steph & Co
Wisconsin
$210K -$14.6K -144 -7%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$208K -$8.14K -80 -4%
WS
250
Wedbush Securities
California
$206K +$509 +5 +0.2%