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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Paladin Advisory Group
Iowa
$133K – – –
HT
227
Headlands Technologies
Illinois
$128K +$115K +1,577 +896%
AB
228
Amalgamated Bank
New York
$127K +$3.56K +49 +3%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$123K -$438 -6 -0.4%
SOW
230
State of Wyoming
Wyoming
$110K -$67.9K -930 -38%
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$105K +$3.87K +53 +4%
Canada Pension Plan Investment Board
232
Canada Pension Plan Investment Board
Ontario, Canada
$94.9K – – –
KBC Group
233
KBC Group
Belgium
$92K – – –
GWSG
234
GPS Wealth Strategies Group
Colorado
$78.1K – – –
Group One Trading
235
Group One Trading
Illinois
$75.4K -$65.5K -898 -47%
BEI
236
Benjamin Edwards Inc
Missouri
$70K -$5.84K -80 -8%
AAM
237
Advisors Asset Management
Colorado
$66.6K -$21.7K -297 -25%
SAM
238
Smartleaf Asset Management
Massachusetts
$62.8K +$5.29K +72 +9%
PAS
239
Point72 Asia (Singapore)
Singapore
$62.5K -$129K -1,773 -67%
PHK
240
Point72 Hong Kong
Hong Kong
$61.8K +$61.8K +846 New
HNB
241
Hilltop National Bank
Wyoming
$60.8K +$730 +10 +1%
PPC
242
Park Place Capital
Alabama
$59.4K -$1.53K -21 -3%
Osaic Holdings
243
Osaic Holdings
Arizona
$52.8K -$32K -439 -38%
AAP
244
Arax Advisory Partners
Colorado
$52.6K -$243K -3,335 -82%
HIA
245
Harbor Investment Advisory
Maryland
$51.2K +$146 +2 +0.3%
S
246
SignatureFD
Georgia
$44.7K -$14.5K -199 -25%
AWM
247
Abound Wealth Management
Tennessee
$36.5K – – –
FHA
248
First Horizon Advisors
Tennessee
$36.3K -$1.17K -16 -3%
QL
249
Quarry LP
New York
$33.1K +$12.1K +166 +58%
Walleye Capital
250
Walleye Capital
New York
$21.6K +$21.6K +296 New
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