331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
251
Contravisory Investment Management
Massachusetts
$231K +$3.04K +30 +1%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$230K +$20.4K +201 +10%
SC
253
Steph & Co
Wisconsin
$224K -$17.6K -174 -7%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$215K -$9.51K -94 -4%
AAP
255
Arax Advisory Partners
Colorado
$215K +$155K +1,531 +261%
WS
256
Wedbush Securities
California
$205K -$1.02K -10 -0.5%
BPA
257
Beacon Pointe Advisors
California
$204K +$1.52K +15 +0.8%
MWM
258
Mission Wealth Management
California
$203K
AAM
259
Advisors Asset Management
Colorado
$196K -$44.5K -439 -18%
PAG
260
Paladin Advisory Group
Iowa
$188K
TRCT
261
Tower Research Capital (TRC)
New York
$178K +$86.4K +853 +94%
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$169K -$5.78K -57 -3%
SCA
263
Stonebridge Capital Advisors
Minnesota
$162K
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$157K -$2.03K -20 -1%
Franklin Resources
265
Franklin Resources
California
$157K +$32.7K +323 +26%
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$147K
Canada Pension Plan Investment Board
267
Canada Pension Plan Investment Board
Ontario, Canada
$132K
CSB
268
City State Bank
Iowa
$129K
HBT
269
Hills Bank & Trust
Iowa
$120K
GWSG
270
GPS Wealth Strategies Group
Colorado
$109K +$17.7K +175 +19%
KBC Group
271
KBC Group
Belgium
$105K +$105K +1,038 New
BEI
272
Benjamin Edwards Inc
Missouri
$101K
S
273
SignatureFD
Georgia
$97.2K -$405 -4 -0.4%
Walleye Trading
274
Walleye Trading
New York
$87.9K +$87.9K +867 New
PPC
275
Park Place Capital
Alabama
$86.8K