309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
251
Harbor Investment Advisory
Maryland
$87.9K
PPC
252
Park Place Capital
Alabama
$87.8K -$7.89K -77 -8%
AAP
253
Arax Advisory Partners
Colorado
$61.5K
FHA
254
First Horizon Advisors
Tennessee
$61.3K -$6.76K -66 -10%
AWM
255
Abound Wealth Management
Tennessee
$51.2K
SOW
256
State of Wyoming
Wyoming
$47.7K -$25.5K -249 -35%
CFB
257
Cullen/Frost Bankers
Texas
$43.7K +$6.45K +63 +17%
ST
258
Sageworth Trust
Pennsylvania
$43.3K
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$41K +$16.2K +161 +65%
GIA
260
GHP Investment Advisors
Colorado
$40.4K +$5.63K +55 +16%
STCOSD
261
Sageworth Trust Company of South Dakota
South Dakota
$37.1K
BAM
262
Belpointe Asset Management
Nevada
$35.4K +$20.3K +198 +134%
AS
263
Altshuler Shaham
Israel
$34.1K +$34.1K +333 New
AIM
264
Arcadia Investment Management
Michigan
$30.1K +$17.1K +167 +131%
CFGS
265
Concourse Financial Group Securities
Alabama
$28.4K -$4.71K -46 -14%
PA
266
Parallel Advisors
California
$24.3K +$102 +1 +0.4%
QCG
267
Quadrant Capital Group
Ohio
$21.4K
ASN
268
Advisory Services Network
Georgia
$20.8K
QT
269
Quantbot Technologies
New York
$20.5K +$20.5K +200 New
HNB
270
Huntington National Bank
Ohio
$18.9K +$614 +6 +3%
Franklin Resources
271
Franklin Resources
California
$15K
IAIM
272
International Assets Investment Management
Florida
$15K +$15K +146 New
VWM
273
Venturi Wealth Management
Texas
$14.6K +$14.6K +143 New
HIIFS
274
Harel Insurance Investments & Financial Services
Israel
$13K -$4.03K -40 -24%
CT
275
Colonial Trust
South Carolina
$10.8K