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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
226
Quantbot Technologies
New York
$180K -$1.31M -15,436 -88%
Franklin Resources
227
Franklin Resources
California
$178K +$678 +8 +0.4%
Group One Trading
228
Group One Trading
Illinois
$164K +$156K +1,836 +1,933%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$158K +$4.92K +58 +3%
PAG
230
Paladin Advisory Group
Iowa
$155K – – –
AB
231
Amalgamated Bank
New York
$144K -$462K -5,440 -76%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$143K +$11.9K +140 +9%
SAM
233
Shell Asset Management
Netherlands
$138K -$13.9K -190 -9%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$118K +$3.39K +40 +3%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$110K – – –
KBC Group
236
KBC Group
Belgium
$107K +$19K +224 +22%
HBT
237
Hills Bank & Trust
Iowa
$103K +$2.97K +35 +3%
AAM
238
Advisors Asset Management
Colorado
$103K -$39.2K -462 -28%
Osaic Holdings
239
Osaic Holdings
Arizona
$98.5K -$845K -9,965 -90%
RA
240
RiverPark Advisors
New York
$96.7K +$75.7K +893 +362%
GWSG
241
GPS Wealth Strategies Group
Colorado
$90.7K -$424 -5 -0.5%
BEI
242
Benjamin Edwards Inc
Missouri
$88K +$3.47K +41 +4%
Walleye Trading
243
Walleye Trading
New York
$77.1K +$49.3K +581 +177%
PPC
244
Park Place Capital
Alabama
$70.8K – – –
HNB
245
Hilltop National Bank
Wyoming
$69.8K +$69.8K +823 New
S
246
SignatureFD
Georgia
$68.8K -$2.04K -24 -3%
SAM
247
Smartleaf Asset Management
Massachusetts
$66K +$253 +3 +0.4%
HIA
248
Harbor Investment Advisory
Maryland
$59.3K – – –
SWS
249
SYSTM Wealth Solutions
Illinois
$56.6K -$933 -11 -2%
FHA
250
First Horizon Advisors
Tennessee
$43.5K -$6.02K -71 -12%
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