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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
251
American Century Companies
Missouri
$231K – – –
CIM
252
Contravisory Investment Management
Massachusetts
$231K +$3.12K +30 +1%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$230K +$20.9K +201 +10%
SC
254
Steph & Co
Wisconsin
$224K -$18.1K -174 -7%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$215K -$9.77K -94 -4%
AAP
256
Arax Advisory Partners
Colorado
$215K +$159K +1,531 +261%
WS
257
Wedbush Securities
California
$205K -$1.04K -10 -0.5%
BPA
258
Beacon Pointe Advisors
California
$204K +$1.56K +15 +0.8%
MWM
259
Mission Wealth Management
California
$203K – – –
AAM
260
Advisors Asset Management
Colorado
$196K -$45.6K -439 -18%
PAG
261
Paladin Advisory Group
Iowa
$188K – – –
TRCT
262
Tower Research Capital (TRC)
New York
$178K +$88.7K +853 +94%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$169K -$5.92K -57 -3%
SCA
264
Stonebridge Capital Advisors
Minnesota
$162K – – –
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$157K -$2.08K -20 -1%
Franklin Resources
266
Franklin Resources
California
$157K +$33.6K +323 +26%
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
$147K – – –
Canada Pension Plan Investment Board
268
Canada Pension Plan Investment Board
Ontario, Canada
$132K – – –
CSB
269
City State Bank
Iowa
$129K – – –
HBT
270
Hills Bank & Trust
Iowa
$120K – – –
GWSG
271
GPS Wealth Strategies Group
Colorado
$109K +$18.2K +175 +19%
KBC Group
272
KBC Group
Belgium
$105K +$108K +1,038 New
BEI
273
Benjamin Edwards Inc
Missouri
$101K – – –
S
274
SignatureFD
Georgia
$97.2K -$416 -4 -0.4%
Walleye Trading
275
Walleye Trading
New York
$87.9K +$90.1K +867 New
9 10
11
12 13

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.