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Workiva
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Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
251
TD Private Client Wealth
New York
$4.37K -$9.24K -110 -68%
FFA
252
Farther Finance Advisors
California
$4.37K +$4.37K +52 New
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$4K -$10.2K -148 -72%
IA
254
IFP Advisors
Florida
$4K +$286 +2 +8%
IHWM
255
Iron Horse Wealth Management
Iowa
$4K +$4K +50 New
AF
256
Advisornet Financial
Minnesota
$3.95K -$1.09K -13 -22%
MCM
257
Manchester Capital Management
Vermont
$3.53K +$840 +10 +31%
BTI
258
Blue Trust Inc
Georgia
$3K +$3K +34 New
MA
259
MCF Advisors
Kentucky
$2.77K +$2.77K +33 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$2.6K +$2.18K +26 +520%
AF
261
Allworth Financial
California
$1.68K +$168 +2 +11%
HCP
262
Hexagon Capital Partners
Arkansas
$1.68K +$1.68K +20 New
GJIA
263
Glass Jacobson Investment Advisors
Maryland
$1.18K +$1.18K +14 New
EC
264
Elequin Capital
New York
$1.09K -$84 -1 -7%
CAL
265
Capital Advisors Ltd
Ohio
$1K -$1.8K -27 -64%
BWM
266
Baystate Wealth Management
Massachusetts
$1K – – –
BAAM
267
Baker Avenue Asset Management
California
$924 +$924 +11 New
EWA
268
EverSource Wealth Advisors
Alabama
$840 +$840 +10 New
GRP
269
Global Retirement Partners
California
$336 +$336 +4 New
GWS
270
Glassman Wealth Services
Virginia
$252 +$252 +3 New
Two Sigma Investments
271
Two Sigma Investments
New York
– -$6.78M -87,080 Closed
Marshall Wace
272
Marshall Wace
United Kingdom
– -$5.42M -69,654 Closed
OQS
273
Occudo Quantitative Strategies
Florida
– -$2.95M -37,902 Closed
VI
274
Vestcor Inc
New Brunswick, Canada
– -$2.57M -33,000 Closed
SSA
275
Schonfeld Strategic Advisors
New York
– -$2.51M -32,200 Closed
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