Workiva
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
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
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
Holding in Top 10
7
Calls
$26.4M
Puts
$8.1M
Top Buyers
| 1 | +$48.7M | |
| 2 | +$43.6M | |
| 3 | +$41.4M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$23M |
| 5 |
Lazard Asset Management
New York
|
+$15.9M |
Top Sellers
| 1 | -$64.6M | |
| 2 | -$38.7M | |
| 3 | -$28.7M | |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$27.1M |
| 5 |
TCM
Tensile Capital Management
Larkspur,
California
|
-$11.7M |