323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$206K -$70.9K -763 -26%
OPS
252
Orion Portfolio Solutions
Nebraska
$206K -$70.9K -763 -26%
BPA
253
Beacon Pointe Advisors
California
$203K -$1.52K -15 -0.7%
SOW
254
State of Wyoming
Wyoming
$195K -$265K -2,610 -58%
PAG
255
Paladin Advisory Group
Iowa
$189K
AAM
256
Advisors Asset Management
Colorado
$170K -$27.1K -267 -14%
Mitsubishi UFJ Asset Management
257
Mitsubishi UFJ Asset Management
Japan
$168K +$12.3K +132 +8%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$158K
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$137K -$10.2K -100 -7%
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
$132K
HBT
261
Hills Bank & Trust
Iowa
$120K
GWSG
262
GPS Wealth Strategies Group
Colorado
$109K
SG Americas Securities
263
SG Americas Securities
New York
$107K +$107K +1,053 New
KBC Group
264
KBC Group
Belgium
$105K
BEI
265
Benjamin Edwards Inc
Missouri
$101K +$405 +4 +0.4%
S
266
SignatureFD
Georgia
$84.8K -$12.6K -124 -13%
PPC
267
Park Place Capital
Alabama
$84.8K -$2.23K -22 -3%
SAM
268
Smartleaf Asset Management
Massachusetts
$80.5K +$80.5K +779 New
HIA
269
Harbor Investment Advisory
Maryland
$71K
SWS
270
SYSTM Wealth Solutions
Illinois
$68.9K +$68.9K +679 New
FHA
271
First Horizon Advisors
Tennessee
$59.3K -$4.47K -44 -7%
NA
272
NewEdge Advisors
Louisiana
$58.6K -$202K -1,990 -78%
AWM
273
Abound Wealth Management
Tennessee
$50.8K
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$45.9K +$45.4K +447 +8,940%
GIA
275
GHP Investment Advisors
Colorado
$40K