WK icon

Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
251
Benjamin Edwards Inc
Missouri
$101K -$10.2K -100 -9%
S
252
SignatureFD
Georgia
$97.9K +$2.54K +25 +3%
PI
253
PineBridge Investments
New York
$97.6K +$97.6K +960 New
TRCT
254
Tower Research Capital (TRC)
New York
$92K -$97.6K -960 -51%
GWSG
255
GPS Wealth Strategies Group
Colorado
$91.5K – – –
PPC
256
Park Place Capital
Alabama
$87.1K – – –
FHA
257
First Horizon Advisors
Tennessee
$60.9K – – –
AAP
258
Arax Advisory Partners
Colorado
$59.6K -$1.53K -15 -2%
AWM
259
Abound Wealth Management
Tennessee
$50.8K – – –
GIA
260
GHP Investment Advisors
Colorado
$40.4K – – –
SOW
261
State of Wyoming
Wyoming
$37.8K -$9.56K -94 -20%
CFB
262
Cullen/Frost Bankers
Texas
$34.5K -$8.95K -88 -21%
CPG
263
Cornerstone Planning Group
New Jersey
$26.6K +$26.6K +262 New
PA
264
Parallel Advisors
California
$24.1K – – –
CFGS
265
Concourse Financial Group Securities
Alabama
$23K -$5.19K -51 -18%
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$21K -$19.4K -196 -48%
AIM
267
Arcadia Investment Management
Michigan
$19.1K -$10.8K -106 -36%
HNB
268
Huntington National Bank
Ohio
$17.8K -$1.02K -10 -5%
SS
269
Sunbelt Securities
Texas
$17.2K +$8.03K +79 +88%
EC
270
Elequin Capital
New York
$16.3K +$16.3K +160 New
QCG
271
Quadrant Capital Group
Ohio
$14.4K -$6.81K -67 -32%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$12.2K +$10.5K +103 +606%
HIIFS
273
Harel Insurance Investments & Financial Services
Israel
$12K -$793 -8 -6%
CT
274
Colonial Trust
South Carolina
$10.9K – – –
SPIA
275
Steward Partners Investment Advisory
New York
$10.2K – – –
9 10
11
12 13